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MEIFX: Meridian Equity Income (MUTUAL FUND)
Basic Info 17.69 0.02(0.11%) November 27
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 02/04/2005 |
| Last Dividend Date: | 12/20/2019 |
| 12-Mo. Yield | 1.13% |
| Expenses | 1.25% |
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Performance Analytics (As of 11/27/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.7 | 21.7 | 23.4 | 21.4 | 19.1 | 15.2 | 10.6 | 10.5 | 45.0 | -0.6 | 27.9 | 11.2 | -1.0 | 5.3 | 31.0 | 8.6 | 5.6 | 16.6 | 22.3 | -30.1 | -0.5 | 19.6 | 4.0 |
| SR | NA | 0.77 | 0.78 | 0.84 | 0.91 | 0.85 | NA | 0.5 | 2.77 | -0.08 | 2.63 | 0.8 | -0.07 | 0.53 | 2.85 | 0.78 | 0.26 | 0.99 | 0.85 | -0.84 | -0.24 | 1.64 | 0.2 |
| DD(%) | NA | 26.4 | 26.4 | 28.7 | 28.7 | 28.7 | NA | 54.6 | 7.2 | 28.7 | 4.5 | 15.2 | 12.6 | 6.2 | 5.2 | 8.6 | 17.9 | 13.4 | 30.4 | 44.2 | 12.9 | 7.3 | 7.8 |
| SD(%) | NA | 30.8 | 29.4 | 24.1 | 20.2 | 17.5 | NA | 19.1 | 15.7 | 25.0 | 10.4 | 13.6 | 14.8 | 10.1 | 10.9 | 11.0 | 21.5 | 16.7 | 26.1 | 36.6 | 14.9 | 10.0 | 10.7 |
| TR | NA | 0.32 | 0.31 | 0.27 | 0.24 | 0.18 | NA | 0.12 | 0.42 | -0.03 | 0.33 | 0.12 | -0.01 | 0.06 | 0.34 | 0.1 | 0.06 | 0.19 | 0.28 | -0.38 | -0.04 | 0.17 | 0.02 |
| Alpha(%) | NA | 0.08 | 0.08 | 0.06 | 0.04 | 0.02 | NA | 0.02 | 0.06 | 0.02 | 0.05 | -0.01 | 0.0 | -0.02 | 0.0 | -0.01 | 0.02 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta(%) | NA | 0.75 | 0.74 | 0.75 | 0.76 | 0.81 | NA | 0.82 | 1.04 | 0.59 | 0.82 | 0.88 | 0.88 | 0.86 | 0.92 | 0.84 | 0.89 | 0.89 | 0.79 | 0.82 | 0.84 | 0.94 | 0.89 |
| RS | NA | 0.82 | 0.82 | 0.53 | 0.54 | 0.66 | NA | 0.79 | 0.58 | 0.14 | 0.31 | 0.74 | 0.84 | 0.86 | 0.89 | 0.93 | 0.96 | 0.95 | 0.91 | 0.95 | 0.92 | 0.8 | 0.8 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/04/2005
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
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- BAEIX (Sterling Capital Equity Income A) 0.13% (97%)
Best ETFs
- SCHD (Schwab US Dividend Equity ETF) 0.20% (99%)
- DIA (SPDR Dow Jones Industrial Average ETF) 0.17% (98%)
- PFM (PowerShares Dividend Achievers ETF) 0.09% (97%)
- RWL (RevenueShares Large Cap ETF) 0.02% (92%)
- DEF (Guggenheim Defensive Equity ETF) 0.57% (91%)
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- FNDB (Schwab Fundamental US Broad Market ETF) 0.05% (88%)
- DLN (WisdomTree LargeCap Dividend ETF) 0.13% (83%)
- PRF (PowerShares FTSE RAFI US 1000 ETF) 0.08% (80%)
- SDY (SPDR S&P Dividend ETF) 0.65% (79%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 0.77% (85%)
- EVT (Eaton Vance Tax Advantaged Dividend Inc) 0.70% (75%)
- BIF (Boulder Growth & Income Common) 0.09% (67%)
- NFJ (NFJ Dividend, Interest & Premium Strat) 1.56% (63%)
- TY (Tri-Continental) 1.00% (33%)
- BDJ (BlackRock Enhanced Dividend Achievers) 0.0% (31%)
- GDV (Gabelli Dividend & Income) 0.05% (7%)
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