Summary
EMSF
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 72.26% Volatility 23.80% Sharpe 1.40
Official loaded data — not a live quote.

MATTHEWS EMERGING MARKETS SUSTAINABLE FUTURE ACTIVE ETF

Symbol: EMSF

Exchange: NYSE

Sector: Technology

Category: Diversified Emerging Mkts

Inception date: 21/09/2023

Latest date: 03/06/2026

Current price: $41.22

Expense ratio: 0.79%

Assets under management
$44.1M
0.22% daily change

Period performance

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

Adjusted return
--
--

Performance metrics

Period total return

8.61%

Ann. -56.72% (Sharpe / Sortino numerator)

Volatility

42.13%

Sharpe ratio

-1.433

VaR 95%

-4.23%

CVaR 95%: -5.03%
Max drawdown: -8.55%
Sortino ratio: -2.256
Calmar ratio: -6.63

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

29.72%

Ann. 29.77% (Sharpe / Sortino numerator)

Volatility

30.53%

Sharpe ratio

0.856

VaR 95%

-3.58%

CVaR 95%: -4.39%
Max drawdown: -14.57%
Sortino ratio: 1.182
Calmar ratio: 2.04

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

47.74%

Ann. 25.99% (Sharpe / Sortino numerator)

Volatility

25.94%

Sharpe ratio

0.862

VaR 95%

-2.42%

CVaR 95%: -3.82%
Max drawdown: -14.57%
Sortino ratio: 1.189
Calmar ratio: 1.78

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

72.26%

Ann. 37.02% (Sharpe / Sortino numerator)

Volatility

23.80%

Sharpe ratio

1.403

VaR 95%

-2.09%

CVaR 95%: -3.47%
Max drawdown: -14.57%
Sortino ratio: 1.886
Calmar ratio: 2.54

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

73.93%

Ann. 14.39% (Sharpe / Sortino numerator)

Volatility

22.09%

Sharpe ratio

0.487

VaR 95%

-2.05%

CVaR 95%: -3.17%
Max drawdown: -24.75%
Sortino ratio: 0.702
Calmar ratio: 0.58

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

80.41%

Ann. 24.61% (Sharpe / Sortino numerator)

Volatility

22.58%

Sharpe ratio

0.931

VaR 95%

-2.01%

CVaR 95%: -3.02%
Max drawdown: -24.75%
Sortino ratio: 1.441
Calmar ratio: 0.99

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: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.229%

Best day

6.913%

08/04/2026
Worst day

-5.631%

03/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $41.13 $41.29 $41.07 $41.22 2,700
02/06/2026 $41.50 $41.73 $41.50 $41.68 14,200
01/06/2026 $40.54 $41.16 $40.54 $40.97 2,500
29/05/2026 $40.30 $40.30 $40.23 $40.30 2,000
28/05/2026 $39.89 $40.41 $38.99 $40.41 7,200
27/05/2026 $40.39 $40.57 $40.18 $40.48 4,100
26/05/2026 $40.19 $40.58 $40.19 $40.58 2,300
22/05/2026 $39.43 $39.50 $39.15 $39.15 4,500
21/05/2026 $38.60 $39.01 $38.55 $38.91 6,000
20/05/2026 $37.76 $38.68 $37.76 $38.56 5,000