Summary
ADVE
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 42.25% 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: 02/06/2026

Current price: $47.82

Expense ratio: 0.79%

Assets under management
$9.0M
0.00% 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

5.90%

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

7.76%

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

24.39%

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

42.25%

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

59.01%

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

73.29%

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.146%

Best day

5.612%

08/04/2026
Worst day

-3.664%

03/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $47.82 $47.82 $47.82 $47.82 100
01/06/2026 $46.83 $47.16 $46.83 $47.16 200
29/05/2026 $46.38 $46.38 $46.27 $46.27 400
28/05/2026 $46.14 $46.50 $46.14 $46.40 1,700
27/05/2026 $46.58 $46.58 $46.17 $46.34 1,300
26/05/2026 $46.63 $46.63 $46.63 $46.63 100
22/05/2026 $46.06 $46.06 $45.87 $45.87 400
21/05/2026 $45.87 $46.34 $45.87 $46.34 500
20/05/2026 $46.13 $46.33 $46.06 $46.33 800
19/05/2026 $45.72 $45.75 $45.72 $45.75 500