Loading issuers…
Loading issuers…
Matthews Asia made investors more money ($86M) and had more funds that made money (83%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one income fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · INCOME | Stone Ridge | Matthews Asia |
|---|---|---|
| Funds in the category | 8 | 1 |
| Made money (W–L) | 3–5 | 1–0 |
| Win % | 38% | 100% |
| Money made | −$309K | $1M |
| Typical return | −2.4% | +16.8% |
| Launches · 2026 | 0 | 0 |
| Assets | $55M | $9M |
| Fee per $100 | $0.25 | $0.79 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| LDDR | Stone Ridge Trust - LifeX 2035 Income Bucket ETF | $38M | +0.1% ✓ |
| LFAI | Stone Ridge Trust - LifeX 2050 Longevity Income ETF | $4M | −2.4% ✕ |
| LFAO | Stone Ridge Trust - LifeX 2055 Longevity Income ETF | $3M | −3.0% ✕ |
| LFAW | Stone Ridge Trust - LifeX 2060 Longevity Income ETF | $2M | −3.6% ✕ |
| BCKT | Stone Ridge Trust - Lifex 2030 Income Bucket ETF | $2M | +1.6% ✓ |
| LFBE | Stone Ridge Trust - LifeX 2065 Longevity Income ETF | $2M | −4.2% ✕ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| ADVE | Matthews Asia Dividend Active ETF ADVE | $9M | +16.8% ✓ |
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.