Matthews China Small Fund Manager Performance Evaluation
| MCSMX Fund | USD 8.84 0.06 0.67% |
The fund secures a Beta (Market Risk) of 0.3, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Matthews China's returns are expected to increase less than the market. However, during the bear market, the loss of holding Matthews China is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Matthews China Small are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Matthews China showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 1.4000 |
Matthews |
Matthews China Relative Risk vs. Return Landscape
If you would invest 789.00 in Matthews China Small on August 29, 2024 and sell it today you would earn a total of 95.00 from holding Matthews China Small or generate 12.04% return on investment over 90 days. Matthews China Small is currently producing 0.2027% returns and takes up 2.2499% volatility of returns over 90 trading days. Put another way, 20% of traded mutual funds are less volatile than Matthews, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Matthews China Current Valuation
Fairly Valued
Today
Please note that Matthews China's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be fairly valued. Matthews China Small secures a last-minute Real Value of $8.93 per share. The latest price of the fund is $8.84. We determine the value of Matthews China Small from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Matthews China is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Matthews Mutual Fund. However, Matthews China's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 8.84 | Real 8.93 | Hype 8.84 | Naive 8.16 |
The intrinsic value of Matthews China's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Matthews China's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Matthews China Small helps investors to forecast how Matthews mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Matthews China more accurately as focusing exclusively on Matthews China's fundamentals will not take into account other important factors: Matthews China Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Matthews China's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Matthews China Small, and traders can use it to determine the average amount a Matthews China's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0901
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MCSMX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.25 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.2 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Matthews China is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Matthews China by adding it to a well-diversified portfolio.
Matthews China Fundamentals Growth
Matthews Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Matthews China, and Matthews China fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Matthews Mutual Fund performance.
| Price To Earning | 13.18 X | ||||
| Price To Book | 1.49 X | ||||
| Price To Sales | 1.88 X | ||||
| Total Asset | 106.03 M | ||||
About Matthews China Performance
Evaluating Matthews China's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Matthews China has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Matthews China has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80 percent of its net assets, which include borrowings for investment purposes, in the common and preferred stocks of Small Companies located in China. China includes its administrative and other districts, such as Hong Kong. A company or other issuer is considered to be located in a country or a region, and a security or instrument is deemed to be an Asian security or instrument, if it has substantial ties to that country or region.Things to note about Matthews China Small performance evaluation
Checking the ongoing alerts about Matthews China for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Matthews China Small help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -20.0% | |
| Matthews China Small maintains 99.3% of its assets in stocks |
- Analyzing Matthews China's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Matthews China's stock is overvalued or undervalued compared to its peers.
- Examining Matthews China's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Matthews China's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Matthews China's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Matthews China's mutual fund. These opinions can provide insight into Matthews China's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Matthews Mutual Fund
Matthews China financial ratios help investors to determine whether Matthews Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Matthews with respect to the benefits of owning Matthews China security.
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