Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFCAX (MERIDIAN CONTRARIAN FUND CLASS A) | 16.18% | 34.06% | 16.25% | 2.19% | 9.86% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFCAX (MERIDIAN CONTRARIAN FUND CLASS A) | 11/19/2013 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.45 | 34.06 | 16.25 | 2.19 | 9.86 | NA | NA | … | … | 16.18 | 17.17 | 9.42 | 12.07 | -25.83 | 9.18 | 20.07 | 23.10 | -8.19 | 24.26 | 15.89 | -4.00 | 6.17 | 4.20 |
| Sharpe Ratio | NA | 1.71 | 0.67 | -0.02 | 0.38 | NA | NA | … | … | 1.82 | 0.63 | 0.35 | 0.53 | -1.02 | 0.43 | 0.49 | 1.60 | -0.54 | 2.41 | 0.98 | -0.27 | 0.47 | 4.77 |
| Standard Deviation(%) | NA | 18.88 | 19.32 | 21.12 | 21.79 | NA | NA | … | … | 21.45 | 22.75 | 16.56 | 16.01 | 26.74 | 21.39 | 40.35 | 13.52 | 17.67 | 9.83 | 16.00 | 14.92 | 13.19 | 9.38 |
| Draw Down(%) | NA | 11.58 | 24.89 | 40.17 | 42.06 | NA | NA | … | … | 11.58 | 22.65 | 9.39 | 17.82 | 28.54 | 17.26 | 42.06 | 8.72 | 23.88 | 4.94 | 12.59 | 15.83 | 9.96 | 1.88 |
| Yield(%) | 0.00 | 13.45 | 7.99 | 3.40 | 7.34 | 5.86 | 4.40 | … | … | 0.00 | 13.66 | 4.41 | 5.58 | 0.00 | 0.00 | 2.38 | 8.40 | 18.68 | 11.91 | 0.58 | 13.88 | 17.61 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFCAX (MERIDIAN CONTRARIAN FUND CLASS A) |
-8.91%
Apr 2021 – Apr 2024 |
-0.04%
Sep 2018 – Sep 2023 |
4.98%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFCAX (MERIDIAN CONTRARIAN FUND CLASS A) |
19.58%
Sep 2015 – Sep 2018 |
18.53%
Feb 2016 – Feb 2021 |
10.32%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart