Summary
MEMS
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 14.52% Volatility 20.81% Sharpe 0.53
Official loaded data — not a live quote.

MATTHEWS EMERGING MARKETS DISCOVERY ACTIVE ETF

Symbol: MEMS

Exchange: NASDAQ

Sector: Technology

Category: Diversified Emerging Mkts

Inception date: 10/01/2024

Latest date: 20/07/2026

Current price: $29.42

Expense ratio: 0.89%

Assets under management
$22.6M
-0.26% 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

-9.39%

Ann. -48.75% (Sharpe / Sortino numerator)

Volatility

35.18%

Sharpe ratio

-1.489

VaR 95%

-3.32%

CVaR 95%: -3.85%
Max drawdown: -7.42%
Sortino ratio: -2.716
Calmar ratio: -6.57

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

-2.48%

Ann. 11.76% (Sharpe / Sortino numerator)

Volatility

25.71%

Sharpe ratio

0.316

VaR 95%

-2.94%

CVaR 95%: -3.43%
Max drawdown: -13.05%
Sortino ratio: 0.471
Calmar ratio: 0.90

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

12.76%

Ann. 2.22% (Sharpe / Sortino numerator)

Volatility

21.30%

Sharpe ratio

-0.066

VaR 95%

-2.35%

CVaR 95%: -3.16%
Max drawdown: -13.05%
Sortino ratio: -0.096
Calmar ratio: 0.17

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

14.52%

Ann. 14.58% (Sharpe / Sortino numerator)

Volatility

20.81%

Sharpe ratio

0.526

VaR 95%

-2.00%

CVaR 95%: -3.17%
Max drawdown: -13.05%
Sortino ratio: 0.712
Calmar ratio: 1.12

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

19.84%

Ann. 3.25% (Sharpe / Sortino numerator)

Volatility

18.89%

Sharpe ratio

-0.020

VaR 95%

-1.89%

CVaR 95%: -2.80%
Max drawdown: -22.24%
Sortino ratio: -0.029
Calmar ratio: 0.15

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

20.99%

Ann. 11.53% (Sharpe / Sortino numerator)

Volatility

20.23%

Sharpe ratio

0.391

VaR 95%

-1.89%

CVaR 95%: -2.86%
Max drawdown: -22.24%
Sortino ratio: 0.582
Calmar ratio: 0.52

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: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.064%

Best day

6.393%

08/04/2026
Worst day

-4.477%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $29.50 $29.50 $29.42 $29.42 600
17/07/2026 $29.52 $29.59 $29.52 $29.59 200
16/07/2026 $30.18 $30.21 $30.10 $30.12 1,800
15/07/2026 $30.60 $30.66 $30.60 $30.66 100
14/07/2026 $30.58 $30.64 $30.55 $30.64 1,000
13/07/2026 $30.52 $30.52 $30.51 $30.51 200
10/07/2026 $31.41 $31.41 $31.41 $31.41 100
09/07/2026 $30.78 $30.81 $30.78 $30.81 300
08/07/2026 $30.65 $30.65 $30.65 $30.65 100
07/07/2026 $30.98 $30.98 $30.74 $30.74 700