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MEIFX: Meridian Equity Income (MUTUAL FUND)
Basic Info 16.19 0.16(1.00%) March 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 02/04/2005 |
| Last Dividend Date: | 12/18/2020 |
| 12-Mo. Yield | 13.18% |
| Expenses | 1.25% |
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Performance Analytics (As of 03/05/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.4 | 0.2 | 29.2 | 20.9 | 22.4 | 14.5 | 10.7 | 10.5 | 26.2 | 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 | 0.08 | 1.0 | 0.85 | 1.09 | 0.81 | NA | 0.51 | 0.88 | 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 | 4.8 | 21.2 | 28.7 | 28.7 | 28.7 | NA | 54.6 | 26.4 | 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 | 14.0 | 29.1 | 23.6 | 19.8 | 17.5 | NA | 19.0 | 29.4 | 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 | 0.02 | 0.39 | 0.27 | 0.29 | 0.18 | NA | 0.12 | 0.35 | 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 | -0.1 | 0.04 | 0.05 | 0.05 | 0.02 | NA | 0.01 | 0.08 | 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 | 0.6 | 0.74 | 0.73 | 0.74 | 0.8 | NA | 0.81 | 0.74 | 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 | 0.49 | 0.8 | 0.52 | 0.52 | 0.65 | NA | 0.78 | 0.81 | 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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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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