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Matthews International Funds(ASIA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ASIA
09/18/2026: ASIA (2-star) is currently NOT-A-BUY. Pass it for now.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 16.28% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/18/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 20, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $51.74M |
| Issuer | Matthews Asia Funds |
| Expense Ratio | 0.79% |
| Distribution Yield | 0.86% |
| Inception | Sep 21, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +20.08% |
| 1 Year | +24.63% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 30.37% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 75.77% |
| Large Cap | 14.30% |
| Mid Cap | 3.12% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 48.48% |
| Financial Services | 23.15% |
| Consumer Cyclicals | 9.52% |
| Communication Services | 5.11% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 12.4x |
| Portfolio P/B | 2.39x |
| Portfolio P/S | 3.2x |
| Holdings Turnover | 12.07% |
Top Holdings
| Holding | Weight |
|---|---|
| Samsung Electronics | 9.02% |
| Taiwan Semiconductor Manufacturing | 8.60% |
| Taiwan Semiconductor Manufacturing | 5.99% |
| SK Hynix | 4.55% |
| DBS Group Holdings | 3.37% |
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