Matthews Emerging Markets Fund Manager Performance Evaluation

MEGMX Fund  USD 15.25  0.10  0.66%   
The fund secures a Beta (Market Risk) of -0.0037, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Matthews Emerging are expected to decrease at a much lower rate. During the bear market, Matthews Emerging is likely to outperform the market.

Risk-Adjusted Performance

Solid

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Matthews Emerging Markets are ranked lower than 24 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak primary indicators, Matthews Emerging showed solid returns over the last few months and may actually be approaching a breakup point.
...more
  

Matthews Emerging Relative Risk vs. Return Landscape

If you would invest  1,319  in Matthews Emerging Markets on April 23, 2025 and sell it today you would earn a total of  206.00  from holding Matthews Emerging Markets or generate 15.62% return on investment over 90 days. Matthews Emerging Markets is currently producing 0.2411% returns and takes up 0.775% volatility of returns over 90 trading days. Put another way, 6% 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  
Assuming the 90 days horizon Matthews Emerging is expected to generate 0.99 times more return on investment than the market. However, the company is 1.01 times less risky than the market. It trades about 0.31 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.24 per unit of risk.

Matthews Emerging Current Valuation

Overvalued
Today
15.25
Please note that Matthews Emerging's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Matthews Emerging Markets secures a last-minute Real Value of $14.62 per share. The latest price of the fund is $15.25. We determine the value of Matthews Emerging Markets 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 Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Matthews Mutual Fund. However, Matthews Emerging'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  15.25 Real  14.62 Hype  15.25 Naive  15.25
The intrinsic value of Matthews Emerging'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 Emerging'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.
14.62
Real Value
15.40
Upside
Estimating the potential upside or downside of Matthews Emerging Markets 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 Emerging more accurately as focusing exclusively on Matthews Emerging's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
14.3114.7815.26
Details
Hype
Prediction
LowEstimatedHigh
14.4715.2516.03
Details
Naive
Forecast
LowNext ValueHigh
14.4815.2516.03
Details

Matthews Emerging Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Matthews Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Matthews Emerging Markets, and traders can use it to determine the average amount a Matthews Emerging'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 = 0.3111

Best PortfolioBest Equity
Good Returns
Average Returns
Small ReturnsMEGMX
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 0.78
  actual daily
6
94% of assets are more volatile

Expected Return

 0.24
  actual daily
4
96% of assets have higher returns

Risk-Adjusted Return

 0.31
  actual daily
24
76% of assets perform better
Based on monthly moving average Matthews Emerging is performing at about 24% 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 Emerging by adding it to a well-diversified portfolio.

Matthews Emerging Fundamentals Growth

Matthews Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Matthews Emerging, and Matthews Emerging 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.

About Matthews Emerging Performance

Evaluating Matthews Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Matthews Emerging 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 Emerging 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 companies located in emerging market countries. It has concentrated its investments from time to time in a single country, including China.

Things to note about Matthews Emerging Markets performance evaluation

Checking the ongoing alerts about Matthews Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Matthews Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund maintains 98.06% of its assets in stocks
Evaluating Matthews Emerging's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Matthews Emerging's mutual fund performance include:
  • Analyzing Matthews Emerging'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 Emerging's stock is overvalued or undervalued compared to its peers.
  • Examining Matthews Emerging'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 Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Matthews Emerging's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Matthews Emerging's mutual fund. These opinions can provide insight into Matthews Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Matthews Emerging's mutual fund performance is not an exact science, and many factors can impact Matthews Emerging's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Matthews Mutual Fund

Matthews Emerging 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 Emerging security.
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Funds Screener
Find actively-traded funds from around the world traded on over 30 global exchanges