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MVALX: MERIDIAN CONTRARIAN FUND LEGACY CLASS (MUTUAL FUND)
Basic Info 38.01 0.25(0.66%) May 16
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 09/19/1996 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 0.50% |
| Expenses | 1.15% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/19/1996 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.4 | -0.9 | 1.4 | -0.4 | 7.0 | 5.3 | 8.3 | 7.1 | 10.2 | 5.7 | 6.9 | -25.3 | 10.0 | 20.5 | 23.7 | -7.9 | 24.9 | 16.6 | -3.7 | 6.6 | 34.8 | 17.0 | -2.4 | 18.2 | 21.4 | -31.8 | 7.9 | 18.6 | 2.8 | 15.2 | 34.7 | -13.4 | 11.4 | 37.1 | 38.3 | 18.9 | 21.4 | 5.3 |
| Sharpe Ratio | NA | -0.18 | -0.22 | -0.23 | 0.2 | 0.17 | NA | NA | 0.44 | -0.06 | 0.16 | -1.01 | 0.47 | 0.5 | 1.65 | -0.52 | 2.47 | 1.03 | -0.25 | 0.5 | 2.84 | 1.22 | -0.09 | 0.95 | 0.81 | -0.98 | 0.33 | 1.35 | 0.06 | 1.15 | 2.54 | -0.73 | 0.57 | 1.76 | 2.72 | 0.85 | 1.26 | 0.87 |
| Draw Down(%) | NA | 22.6 | 27.6 | 27.6 | 41.5 | 42.1 | NA | NA | 50.2 | 10.3 | 17.7 | 28.0 | 16.9 | 42.1 | 8.7 | 23.8 | 4.9 | 12.4 | 15.6 | 9.9 | 4.8 | 8.9 | 23.6 | 17.8 | 26.5 | 42.0 | 10.3 | 12.2 | 8.4 | 10.5 | 9.5 | 25.7 | 17.3 | 8.6 | 6.6 | 25.7 | 12.3 | 7.8 |
| Standard Deviation(%) | NA | 29.7 | 22.6 | 20.9 | 21.9 | 21.6 | NA | NA | 19.3 | 16.4 | 16.2 | 26.6 | 21.2 | 40.4 | 13.5 | 17.7 | 9.9 | 16.0 | 14.9 | 13.2 | 12.2 | 14.1 | 27.0 | 19.2 | 26.4 | 33.2 | 14.8 | 11.4 | 10.6 | 12.4 | 13.4 | 19.7 | 16.1 | 18.7 | 12.9 | 18.3 | 14.1 | 19.2 |
| Treynor Ratio | NA | -0.06 | -0.05 | -0.06 | 0.06 | 0.04 | NA | NA | 0.1 | -0.01 | 0.03 | -0.38 | 0.16 | 0.2 | 0.26 | -0.1 | 0.24 | 0.17 | -0.04 | 0.07 | 0.4 | 0.21 | -0.03 | 0.21 | 0.25 | -0.49 | 0.06 | 0.24 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.08 | -0.05 | -0.05 | -0.01 | -0.01 | NA | NA | 0.02 | -0.03 | -0.04 | -0.02 | 0.0 | -0.03 | -0.01 | -0.01 | 0.01 | 0.04 | -0.01 | -0.02 | 0.02 | 0.01 | 0.0 | -0.02 | -0.04 | 0.01 | -0.02 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.95 | 0.94 | 0.82 | 0.77 | 0.87 | NA | NA | 0.82 | 0.91 | 0.82 | 0.7 | 0.62 | 0.98 | 0.84 | 0.91 | 1.02 | 0.94 | 0.89 | 0.92 | 0.87 | 0.83 | 0.93 | 0.84 | 0.86 | 0.67 | 0.82 | 0.65 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.92 | 0.84 | 0.74 | 0.63 | 0.74 | NA | NA | 0.63 | 0.71 | 0.72 | 0.73 | 0.29 | 0.76 | 0.75 | 0.88 | 0.72 | 0.87 | 0.89 | 0.9 | 0.89 | 0.91 | 0.94 | 0.94 | 0.93 | 0.89 | 0.9 | 0.14 | 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 | 0.5 | 0.3 | 0.9 | 5.3 | 7.9 | 6.7 | N/A | 0.5 | 0.5 | 0.0 | 0.0 | 2.6 | 9.0 | 18.6 | 11.8 | 0.6 | 13.9 | 17.8 | 1.0 | 0.0 | 0.4 | 0.3 | 1.2 | 4.2 | 17.9 | 15.6 | 12.2 | 14.2 | 0.0 | 0.0 | 0.0 | 7.9 | 13.1 | 3.0 | 15.0 | 3.9 |
| Dividend Growth(%) | N/A | -100.0 | 12.7 | -90.6 | -93.8 | -16.5 | N/A | N/A | N/A | 12.7 | N/A | N/A | -100.0 | -66.6 | -64.4 | 78.5 | 2200.5 | -96.4 | -30.5 | 2264.8 | N/A | -100.0 | 63.6 | -69.6 | -80.8 | -79.4 | 16.1 | 19.8 | -14.8 | N/A | N/A | N/A | -100.0 | -24.9 | 402.1 | -78.9 | 285.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/1996
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