Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MFCAX (MERIDIAN CONTRARIAN FUND CLASS A) | 12.12% | 12.84% | 3.73% | 5.74% | 6.67% | NA | NA | 7.02% |
Data as of 07/25/2025, AR inception is 11/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFCAX (MERIDIAN CONTRARIAN FUND CLASS A) | 11/19/2013 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.28 | 12.84 | 3.73 | 5.74 | 6.67 | NA | NA | 7.02 | 12.12 | 5.22 | 6.37 | -25.83 | 9.18 | 20.07 | 23.10 | -8.19 | 24.26 | 15.89 | -4.00 | 6.17 | 4.20 |
| Sharpe Ratio | NA | 0.37 | 0.06 | 0.17 | 0.22 | NA | NA | 0.26 | 0.67 | -0.08 | 0.13 | -1.02 | 0.43 | 0.49 | 1.60 | -0.54 | 2.41 | 0.98 | -0.27 | 0.47 | 4.77 |
| Standard Deviation(%) | NA | 22.77 | 20.37 | 21.28 | 21.67 | NA | NA | 20.62 | 26.17 | 16.43 | 16.23 | 26.74 | 21.39 | 40.35 | 13.52 | 17.67 | 9.83 | 16.00 | 14.92 | 13.19 | 9.38 |
| Draw Down(%) | NA | 27.77 | 27.77 | 42.75 | 42.75 | NA | NA | 42.75 | 22.65 | 10.46 | 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 | 0.24 | 0.08 | 0.58 | 5.48 | 4.56 | 3.42 | 6.21 | 0.00 | 0.25 | 0.02 | 0.00 | 0.00 | 2.38 | 8.40 | 18.68 | 11.91 | 0.58 | 13.88 | 17.61 | 0.00 |
Data as of 07/25/2025, AR inception 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) |
-10.49%
Apr 2021 - Apr 2024 |
-0.09%
Sep 2018 - Sep 2023 |
4.03%
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 |
6.72%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart