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MERDX: MERIDIAN GROWTH FUND LEGACY CLASS (MUTUAL FUND)
Basic Info 33.51 0.48(1.45%) May 02
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (88%) |
Start Date: | 09/16/1985 |
Last Dividend Date: | 12/21/2022 |
12-Mo. Yield | 12.33% |
Expenses | 0.85% |
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Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | -2.1 | 4.2 | -6.6 | 4.3 | 8.0 | 11.3 | 8.6 | 9.5 | 15.3 | -29.4 | 16.1 | 24.9 | 27.7 | -7.3 | 25.6 | 16.3 | -5.5 | 9.7 | 28.9 | 12.5 | 1.1 | 31.4 | 36.2 | -30.2 | 5.5 | 15.8 | 0.3 | 14.5 | 47.9 | -17.8 | 3.8 | 28.2 | 13.4 | 3.5 | 19.2 | 11.2 | 20.3 | -2.2 | 12.4 | 12.4 | 44.4 | -1.9 | 14.5 | 18.1 | -7.8 | 13.1 | 14.3 |
Sharpe Ratio | NA | -0.8 | 0.04 | -0.45 | 0.09 | 0.34 | NA | NA | 0.44 | 0.65 | -1.04 | 0.94 | 0.66 | 1.8 | -0.52 | 2.43 | 0.94 | -0.39 | 0.73 | 2.4 | 0.86 | 0.04 | 1.64 | 1.39 | -0.82 | 0.17 | 0.94 | -0.15 | 0.91 | 2.69 | -0.83 | 0.06 | 1.01 | 0.76 | 0.01 | 1.34 | 0.84 | 2.14 | -0.59 | 1.08 | 0.84 | 2.54 | -0.47 | 0.69 | 0.82 | -0.39 | 0.75 | 6.72 |
Draw Down(%) | NA | 7.8 | 19.8 | 37.9 | 40.6 | 40.6 | NA | NA | 48.5 | 19.8 | 33.5 | 11.7 | 40.6 | 8.6 | 24.3 | 5.0 | 12.9 | 14.6 | 7.3 | 5.0 | 10.1 | 23.0 | 12.8 | 19.0 | 44.3 | 9.5 | 11.8 | 10.3 | 13.4 | 11.4 | 30.0 | 24.5 | 9.9 | 9.2 | 30.8 | 8.6 | 9.8 | 4.7 | 8.3 | 9.2 | 16.8 | 8.7 | 26.7 | 13.8 | 10.3 | 40.3 | 17.0 | 2.7 |
Standard Deviation(%) | NA | 16.5 | 16.0 | 21.8 | 24.9 | 20.4 | NA | NA | 18.8 | 17.1 | 29.7 | 17.1 | 37.4 | 14.6 | 16.6 | 10.3 | 17.0 | 14.2 | 13.4 | 12.0 | 14.7 | 26.8 | 19.1 | 26.0 | 37.9 | 14.6 | 13.4 | 12.4 | 14.8 | 17.5 | 22.8 | 24.5 | 23.8 | 13.3 | 18.2 | 11.7 | 9.1 | 7.7 | 8.8 | 9.5 | 11.9 | 15.9 | 15.2 | 12.7 | 16.3 | 30.2 | 11.8 | 8.0 |
Treynor Ratio | NA | -0.13 | 0.01 | -0.11 | 0.02 | 0.08 | NA | NA | 0.1 | 0.12 | -0.35 | 0.21 | 0.25 | 0.29 | -0.1 | 0.23 | 0.16 | -0.07 | 0.11 | 0.33 | 0.14 | 0.01 | 0.37 | 0.43 | -0.41 | 0.03 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.08 | -0.06 | -0.03 | -0.02 | -0.01 | NA | NA | 0.03 | -0.02 | -0.02 | 0.0 | -0.02 | -0.01 | -0.01 | 0.01 | 0.04 | -0.02 | -0.01 | 0.0 | 0.0 | 0.02 | 0.02 | 0.0 | 0.04 | -0.03 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.98 | 0.96 | 0.89 | 0.92 | 0.91 | NA | NA | 0.86 | 0.93 | 0.89 | 0.76 | 0.97 | 0.92 | 0.87 | 1.09 | 0.97 | 0.82 | 0.89 | 0.88 | 0.88 | 0.93 | 0.84 | 0.85 | 0.76 | 0.79 | 0.8 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.73 | 0.78 | 0.87 | 0.84 | 0.84 | NA | NA | 0.51 | 0.84 | 0.93 | 0.66 | 0.86 | 0.76 | 0.9 | 0.74 | 0.83 | 0.83 | 0.82 | 0.93 | 0.93 | 0.96 | 0.95 | 0.95 | 0.87 | 0.87 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 7.0 | 7.8 | 8.9 | 13.4 | 9.5 | N/A | 0.0 | 8.5 | 15.6 | 1.1 | 10.7 | 13.0 | 8.2 | 0.7 | 10.4 | 11.6 | 32.5 | 16.8 | 7.4 | 0.2 | 0.5 | 3.2 | 9.2 | 8.5 | 2.2 | 1.7 | 3.9 | 2.3 | 1.2 | 17.2 | 8.0 | 21.8 | 17.2 | 10.5 | 1.2 | 0.7 | 1.3 | 0.1 | 0.6 | 2.4 | 3.5 | 0.0 | 9.0 | 9.5 | 0.9 |
Dividend Growth(%) | N/A | N/A | -100.0 | 22.1 | -6.9 | -3.1 | N/A | N/A | N/A | -100.0 | -44.6 | 1661.9 | -88.2 | -34.9 | 85.4 | 1370.0 | -94.7 | -12.6 | -67.6 | 88.2 | 110.5 | 4671.4 | -50.0 | -88.1 | -67.6 | 16.3 | 291.2 | 42.9 | -39.1 | 39.4 | 106.2 | -92.5 | 122.3 | -70.9 | 29.4 | 64.4 | 906.5 | 82.4 | -43.3 | 900.0 | -66.7 | -75.0 | -25.0 | N/A | -100.0 | 0.8 | 1130.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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