MFCIX: MERIDIAN CONTRARIAN FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 36.15 0.49(1.34%) June 14
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 11/19/2013 |
| Last Dividend Date: | 12/21/2023 |
| 12-Mo. Yield | 5.31% |
| Expenses | 1.15% |
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Performance Analytics (As of 06/14/2024)
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/20/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | 0.4 | 2.6 | -0.9 | 9.8 | 9.2 | 9.3 | 6.4 | -16.7 | 26.6 | 23.7 | 23.6 | -9.2 | 24.6 | 16.4 | -3.9 | 6.5 | 4.2 |
| Sharpe Ratio | NA | -0.18 | -0.08 | -0.17 | 0.33 | 0.4 | 0.41 | 0.13 | -0.73 | 1.44 | 0.58 | 1.64 | -0.59 | 2.44 | 1.01 | -0.26 | 0.49 | 4.7 |
| Draw Down(%) | NA | 9.2 | 17.8 | 24.3 | 42.1 | 42.1 | 42.1 | 17.8 | 24.3 | 7.8 | 42.1 | 8.7 | 24.8 | 4.9 | 12.4 | 15.7 | 9.9 | 1.9 |
| Standard Deviation(%) | NA | 15.4 | 15.5 | 19.5 | 24.6 | 20.2 | 19.9 | 16.3 | 24.8 | 18.5 | 40.1 | 13.5 | 17.9 | 9.8 | 16.0 | 14.9 | 13.2 | 9.5 |
| Treynor Ratio | NA | -0.03 | -0.01 | -0.04 | 0.09 | 0.09 | 0.09 | 0.03 | -0.25 | 0.36 | 0.23 | 0.26 | -0.11 | 0.24 | 0.17 | -0.04 | 0.07 | 0.43 |
| Alpha | NA | -0.03 | -0.04 | -0.01 | 0.01 | 0.0 | 0.0 | -0.05 | 0.02 | 0.04 | -0.03 | -0.01 | -0.02 | 0.01 | 0.04 | -0.01 | -0.02 | -0.02 |
| Beta | NA | 0.91 | 0.92 | 0.76 | 0.86 | 0.88 | 0.88 | 0.81 | 0.72 | 0.73 | 1.03 | 0.84 | 0.92 | 1.01 | 0.94 | 0.89 | 0.92 | 1.03 |
| RSquared | NA | 0.67 | 0.73 | 0.78 | 0.77 | 0.8 | 0.8 | 0.71 | 0.87 | 0.51 | 0.84 | 0.75 | 0.87 | 0.72 | 0.87 | 0.89 | 0.9 | 0.86 |
| Yield(%) | N/A | 0.0 | 5.3 | 8.2 | 9.9 | 9.4 | N/A | 5.9 | 8.6 | 15.9 | 5.8 | 9.0 | 17.6 | 11.8 | 0.6 | 13.8 | 17.6 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -49.6 | 1.5 | -31.2 | N/A | N/A | -49.6 | -39.6 | 219.7 | -26.8 | -62.5 | 67.6 | 2338.7 | -96.6 | -30.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2013
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