Find A Portfolio/Ticker
Comparison Box
MEIFX: Meridian Equity Income (MUTUAL FUND)
Basic Info 18.4 0.04(0.22%) September 17
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 02/04/2005 |
| Last Dividend Date: | 12/18/2020 |
| 12-Mo. Yield | 11.65% |
| Expenses | 1.25% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/17/2021)
| 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(%) | 1.3 | 13.9 | 25.9 | 21.3 | 22.4 | 16.7 | 11.2 | 11.0 | 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 | 1.89 | 2.32 | 0.95 | 1.1 | 0.96 | NA | 0.54 | 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 | 4.8 | 27.9 | 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 | 10.6 | 11.1 | 21.8 | 19.8 | 16.9 | NA | 18.8 | 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 | 0.42 | 0.58 | 0.29 | 0.3 | 0.21 | NA | 0.13 | 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 | 0.03 | 0.04 | 0.05 | 0.05 | 0.02 | NA | 0.02 | 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 | 0.48 | 0.45 | 0.71 | 0.73 | 0.78 | 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 | 0.32 | 0.34 | 0.57 | 0.5 | 0.62 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
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
Best Mutual Funds
- HFCVX (Hennessy Cornerstone Value) 0.84% (100%)
- TWEIX (American Century Equity Income Inv) 0.60% (100%)
- VEIPX (Vanguard Equity-Income Inv) 1.30% (99%)
- MAVFX (Matrix Advisors Value) 0.75% (99%)
- VWNFX (Vanguard Windsor II Investor) 0.79% (99%)
- SSHFX (Sound Shore) 0.62% (99%)
- DTLVX (Wilshire Large Company Value Invmt) 0.80% (98%)
- FEQIX (Fidelity Equity-Income) 0.70% (98%)
- FSTKX (Federated MDT Stock Svc) 0.92% (98%)
- TRVLX (T. Rowe Price Value) 0.88% (98%)
Best ETFs
- PWV (PowerShares Dynamic Large Cap Value ETF) 0.38% (100%)
- VTV (Vanguard Value ETF) 0.68% (100%)
- PFM (PowerShares Dividend Achievers ETF) 0.75% (99%)
- IVE (iShares S&P 500 Value) 0.67% (99%)
- DIA (SPDR Dow Jones Industrial Average ETF) 0.73% (99%)
- IWD (iShares Russell 1000 Value) 0.59% (98%)
- DTD (WisdomTree Total Dividend ETF) 0.74% (96%)
- DHS (WisdomTree Equity Income ETF) 0.73% (95%)
- CVY (Guggenheim Multi-Asset Income ETF) 0.83% (95%)
- DEF (Guggenheim Defensive Equity ETF) 0.60% (95%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 0.85% (97%)
- BDJ (BlackRock Enhanced Dividend Achievers) 0.40% (97%)
- BIF (Boulder Growth & Income Common) 0.52% (96%)
- EVT (Eaton Vance Tax Advantaged Dividend Inc) 0.64% (96%)
- GDV (Gabelli Dividend & Income) 0.60% (96%)
- NFJ (NFJ Dividend, Interest & Premium Strat) 0.71% (96%)
- TY (Tri-Continental) 1.16% (96%)
Latest Articles Related to MEIFX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments