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MFCAX: MERIDIAN CONTRARIAN FUND CLASS A (MUTUAL FUND)
Basic Info 35.72 0.47(1.33%) May 06
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (34%) |
Start Date: | 11/19/2013 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 10.95% |
Expenses | 1.12% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/19/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 2.1 | 12.8 | 0.5 | 9.1 | 9.6 | 9.4 | 6.4 | -16.9 | 26.3 | 23.4 | 23.1 | -8.2 | 24.3 | 15.9 | -4.0 | 6.2 | 4.2 |
Sharpe Ratio | NA | -0.09 | 0.38 | -0.13 | 0.29 | 0.42 | 0.41 | 0.13 | -0.74 | 1.41 | 0.58 | 1.6 | -0.54 | 2.41 | 0.98 | -0.27 | 0.47 | 4.77 |
Draw Down(%) | NA | 9.2 | 17.8 | 24.5 | 42.1 | 42.1 | 42.1 | 17.8 | 24.5 | 7.8 | 42.1 | 8.7 | 23.9 | 4.9 | 12.6 | 15.8 | 10.0 | 1.9 |
Standard Deviation(%) | NA | 16.1 | 15.8 | 19.6 | 24.6 | 20.2 | 20.0 | 16.3 | 24.8 | 18.6 | 40.1 | 13.5 | 17.7 | 9.8 | 16.0 | 14.9 | 13.2 | 9.4 |
Treynor Ratio | NA | -0.03 | 0.1 | -0.04 | 0.1 | 0.12 | 0.11 | 0.04 | -0.3 | 0.49 | 0.25 | 0.41 | -0.13 | 0.27 | 0.17 | -0.05 | 0.07 | 0.45 |
Alpha | NA | -0.06 | -0.05 | -0.01 | 0.0 | 0.0 | 0.0 | -0.07 | 0.04 | 0.07 | -0.08 | 0.0 | -0.04 | -0.01 | 0.06 | -0.04 | -0.02 | -0.04 |
Beta | NA | 0.55 | 0.58 | 0.6 | 0.7 | 0.72 | 0.72 | 0.6 | 0.61 | 0.53 | 0.91 | 0.52 | 0.76 | 0.88 | 0.94 | 0.84 | 0.88 | 1.0 |
RSquared | NA | 0.42 | 0.43 | 0.66 | 0.62 | 0.64 | 0.65 | 0.49 | 0.82 | 0.38 | 0.68 | 0.5 | 0.81 | 0.59 | 0.75 | 0.82 | 0.83 | 0.78 |
Yield(%) | N/A | 0.0 | 5.3 | 8.4 | 9.5 | 9.8 | N/A | 5.6 | 8.8 | 16.1 | 5.6 | 8.4 | 18.7 | 11.9 | 0.6 | 13.9 | 17.6 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -53.4 | -0.2 | -34.0 | N/A | N/A | -53.3 | -39.6 | 234.5 | -23.9 | -67.2 | 76.2 | 2350.0 | -96.6 | -30.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/2013
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