Summary
ADVE
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 29.19% Volatility 17.73% Sharpe 1.64
Official loaded data — not a live quote.

MATTHEWS ASIA DIVIDEND ACTIVE ETF

Symbol: ADVE

Exchange: NYSE

Sector: Technology

Category: Focused Region

Inception date: 21/09/2023

Latest date: 16/07/2026

Current price: $45.23

Expense ratio: 0.79%

Assets under management
$9.1M
-0.36% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-3.27%

Ann. -48.38% (Sharpe / Sortino numerator)

Volatility

29.75%

Sharpe ratio

-1.748

VaR 95%

-3.26%

CVaR 95%: -3.56%
Max drawdown: -6.65%
Sortino ratio: -2.534
Calmar ratio: -7.27

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

1.80%

Ann. 19.03% (Sharpe / Sortino numerator)

Volatility

21.79%

Sharpe ratio

0.707

VaR 95%

-2.39%

CVaR 95%: -3.19%
Max drawdown: -11.84%
Sortino ratio: 0.931
Calmar ratio: 1.61

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

9.39%

Ann. 21.68% (Sharpe / Sortino numerator)

Volatility

18.55%

Sharpe ratio

0.973

VaR 95%

-1.72%

CVaR 95%: -2.88%
Max drawdown: -11.84%
Sortino ratio: 1.267
Calmar ratio: 1.83

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

29.19%

Ann. 32.69% (Sharpe / Sortino numerator)

Volatility

17.73%

Sharpe ratio

1.639

VaR 95%

-1.48%

CVaR 95%: -2.73%
Max drawdown: -11.84%
Sortino ratio: 2.033
Calmar ratio: 2.76

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

44.10%

Ann. 19.00% (Sharpe / Sortino numerator)

Volatility

15.97%

Sharpe ratio

0.962

VaR 95%

-1.51%

CVaR 95%: -2.35%
Max drawdown: -18.41%
Sortino ratio: 1.290
Calmar ratio: 1.03

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

63.90%

Ann. 23.01% (Sharpe / Sortino numerator)

Volatility

15.90%

Sharpe ratio

1.221

VaR 95%

-1.45%

CVaR 95%: -2.17%
Max drawdown: -18.41%
Sortino ratio: 1.782
Calmar ratio: 1.25

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.109%

Best day

5.612%

08/04/2026
Worst day

-5.211%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $45.39 $45.39 $45.23 $45.23 200
15/07/2026 $45.65 $45.73 $45.60 $45.73 800
14/07/2026 $45.98 $45.98 $45.80 $45.80 200
13/07/2026 $45.27 $45.30 $45.27 $45.30 400
10/07/2026 $46.08 $46.08 $46.08 $46.08 300
09/07/2026 $45.90 $45.90 $45.78 $45.78 500
08/07/2026 $45.70 $45.70 $45.70 $45.70 200
07/07/2026 $45.64 $45.64 $45.48 $45.48 900
06/07/2026 $46.31 $46.31 $46.27 $46.27 300
02/07/2026 $45.26 $45.26 $44.95 $44.95 400