Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MERDX (MERIDIAN GROWTH FUND LEGACY CLASS) | -3.88% | 2.29% | 3.65% | 5.61% | 6.65% | 9.84% | 8.41% | 10.40% |
Data as of 07/07/2025, AR inception is 09/16/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MERDX (MERIDIAN GROWTH FUND LEGACY CLASS) | 09/16/1985 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 2.29 | 3.65 | 5.61 | 6.65 | 9.84 | 8.41 | 10.40 | -3.88 | 6.16 | 15.29 | -37.85 | -0.52 | 23.83 | 27.67 | -7.30 | 25.64 | 16.28 | -5.45 | 9.73 | 28.88 | 12.52 | 1.11 | 31.36 | 36.17 | -30.18 | 5.45 | 15.77 | 0.31 | 14.47 | 47.90 | -17.76 | 3.77 | 28.18 | 13.39 | 3.52 | 19.23 | 11.19 | 20.26 | -2.21 | 12.39 | 12.43 | 44.38 | -1.89 | 14.53 | 18.07 | -7.84 | 13.12 | 14.33 |
| Sharpe Ratio | NA | 0.04 | 0.11 | 0.17 | 0.25 | NA | NA | 0.42 | -0.32 | -0.03 | 0.65 | -1.23 | -0.03 | 0.62 | 1.80 | -0.52 | 2.43 | 0.94 | -0.39 | 0.73 | 2.40 | 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 |
| Standard Deviation(%) | NA | 21.53 | 20.13 | 21.14 | 21.18 | NA | NA | 18.83 | 25.05 | 15.96 | 17.04 | 31.95 | 21.04 | 37.68 | 14.55 | 16.63 | 10.35 | 17.01 | 14.20 | 13.35 | 12.02 | 14.69 | 26.84 | 19.07 | 25.95 | 37.88 | 14.59 | 13.36 | 12.43 | 14.83 | 17.54 | 22.77 | 24.48 | 23.75 | 13.33 | 18.24 | 11.65 | 9.07 | 7.68 | 8.76 | 9.49 | 11.91 | 15.94 | 15.16 | 12.74 | 16.33 | 30.21 | 11.84 | 8.02 |
| Draw Down(%) | NA | 24.41 | 24.41 | 37.93 | 40.64 | NA | NA | 48.45 | 23.44 | 8.47 | 19.77 | 40.19 | 21.71 | 40.64 | 8.62 | 24.34 | 5.01 | 12.94 | 14.60 | 7.34 | 5.01 | 10.08 | 22.96 | 12.80 | 19.03 | 44.33 | 9.55 | 11.84 | 10.28 | 13.44 | 11.43 | 29.96 | 24.47 | 9.91 | 9.18 | 30.77 | 8.65 | 9.79 | 4.67 | 8.32 | 9.21 | 16.76 | 8.70 | 26.73 | 13.83 | 10.27 | 40.32 | 17.03 | 2.69 |
| Yield(%) | 0.00 | 0.13 | 3.86 | 6.72 | 7.39 | 10.74 | 9.00 | 20.68 | 0.00 | 0.13 | 0.00 | 8.49 | 15.63 | 1.09 | 10.72 | 13.01 | 8.25 | 0.66 | 10.37 | 11.63 | 32.48 | 16.76 | 7.42 | 0.21 | 0.54 | 3.19 | 9.15 | 8.52 | 2.18 | 1.69 | 3.88 | 2.33 | 1.19 | 17.24 | 8.04 | 21.82 | 17.16 | 10.47 | 1.24 | 0.69 | 1.31 | 0.17 | 0.63 | 2.33 | 3.53 | 0.00 | 9.00 | 9.51 | 0.87 |
Data as of 07/07/2025, AR inception is 09/16/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERDX (MERIDIAN GROWTH FUND LEGACY CLASS) |
-10.59%
Feb 2006 - Feb 2009 |
-3.82%
Feb 2004 - Feb 2009 |
5.74%
Feb 1999 - Feb 2009 |
6.56%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MERDX (MERIDIAN GROWTH FUND LEGACY CLASS) |
30.36%
Feb 2009 - Feb 2012 |
23.82%
Feb 2009 - Feb 2014 |
17.20%
Feb 2009 - Feb 2019 |
13.32%
Nov 1988 - Nov 2003 |
Annualized Rolling Returns Comparison Chart