Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEIFX (MERIDIAN EQUITY INCOME FUND LEGACY CLASS) | 4.89% | 9.07% | 11.57% | -0.22% | 9.03% | 8.90% | 7.51% | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEIFX (MERIDIAN EQUITY INCOME FUND LEGACY CLASS) | 02/03/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 9.07 | 11.57 | -0.22 | 9.03 | 8.90 | 7.51 | … | … | 4.89 | 6.51 | 13.19 | 18.96 | -23.60 | -8.48 | 11.22 | 44.95 | -0.51 | 27.94 | 11.16 | -1.10 | 5.33 | 31.00 | 8.62 | 5.65 | 16.63 | 22.31 | -29.75 | -0.50 | 19.56 | 3.97 |
| Sharpe Ratio | NA | 0.77 | 0.82 | -0.16 | 0.40 | NA | NA | … | … | 1.14 | 0.27 | 0.98 | 1.50 | -1.16 | -0.35 | 0.34 | 2.76 | -0.08 | 2.63 | 0.81 | -0.08 | 0.53 | 2.85 | 0.78 | 0.26 | 0.99 | 0.85 | -0.83 | -0.25 | 1.62 | 0.19 |
| Standard Deviation(%) | NA | 9.21 | 10.82 | 16.81 | 18.82 | NA | NA | … | … | 9.18 | 13.30 | 9.71 | 10.30 | 21.60 | 24.38 | 32.00 | 15.75 | 24.99 | 10.42 | 13.57 | 14.80 | 10.08 | 10.88 | 11.00 | 21.54 | 16.74 | 26.06 | 36.71 | 14.88 | 9.98 | 10.67 |
| Draw Down(%) | NA | 4.80 | 11.17 | 41.89 | 41.89 | NA | NA | … | … | 3.60 | 11.17 | 5.07 | 5.85 | 25.78 | 23.01 | 26.40 | 7.18 | 28.67 | 4.54 | 15.20 | 12.61 | 6.24 | 5.16 | 8.58 | 17.86 | 13.44 | 30.36 | 44.23 | 12.90 | 7.26 | 7.77 |
| Yield(%) | 0.00 | 7.03 | 8.05 | 3.44 | 9.31 | 9.45 | 7.63 | … | … | 0.00 | 7.27 | 14.44 | 0.73 | 0.00 | 0.00 | 0.00 | 41.37 | 10.11 | 1.48 | 0.87 | 4.04 | 19.38 | 1.96 | 2.72 | 2.11 | 2.35 | 2.58 | 6.69 | 6.15 | 2.63 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIFX (MERIDIAN EQUITY INCOME FUND LEGACY CLASS) |
-14.23%
Feb 2006 – Feb 2009 |
-1.90%
Nov 2020 – Nov 2025 |
4.82%
Feb 2006 – Feb 2016 |
6.14%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEIFX (MERIDIAN EQUITY INCOME FUND LEGACY CLASS) |
27.07%
Nov 2018 – Nov 2021 |
21.94%
Feb 2009 – Feb 2014 |
16.68%
Feb 2009 – Feb 2019 |
12.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart