Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFCIX (MERIDIAN CONTRARIAN FUND INVESTOR CLASS) | 16.79% | 34.73% | 16.67% | 2.53% | 10.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFCIX (MERIDIAN CONTRARIAN FUND INVESTOR CLASS) | 11/19/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 34.73 | 16.67 | 2.53 | 10.00 | NA | NA | … | … | 16.79 | 17.35 | 9.72 | 12.40 | -25.45 | 9.80 | 20.36 | 23.57 | -9.21 | 24.57 | 16.41 | -3.90 | 6.47 | 4.17 |
| Sharpe Ratio | NA | 1.72 | 0.69 | 0.00 | 0.39 | NA | NA | … | … | 1.83 | 0.64 | 0.37 | 0.55 | -1.01 | 0.46 | 0.50 | 1.63 | -0.59 | 2.44 | 1.01 | -0.26 | 0.49 | 4.70 |
| Standard Deviation(%) | NA | 18.90 | 19.25 | 21.03 | 21.77 | NA | NA | … | … | 21.47 | 22.72 | 16.35 | 16.00 | 26.64 | 21.24 | 40.34 | 13.54 | 17.93 | 9.85 | 15.97 | 14.92 | 13.19 | 9.45 |
| Draw Down(%) | NA | 11.56 | 24.80 | 39.51 | 42.07 | NA | NA | … | … | 11.56 | 22.60 | 9.37 | 17.76 | 28.17 | 16.98 | 42.07 | 8.71 | 24.83 | 4.91 | 12.41 | 15.72 | 9.91 | 1.88 |
| Yield(%) | 0.00 | 13.21 | 8.03 | 3.44 | 7.29 | 5.90 | 4.43 | … | … | 0.00 | 13.44 | 4.51 | 5.86 | 0.00 | 0.00 | 2.59 | 8.98 | 17.55 | 11.80 | 0.57 | 13.84 | 17.61 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MFCIX (MERIDIAN CONTRARIAN FUND INVESTOR CLASS) |
-8.51%
Apr 2021 – Apr 2024 |
0.03%
Sep 2018 – Sep 2023 |
5.19%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFCIX (MERIDIAN CONTRARIAN FUND INVESTOR CLASS) |
19.87%
Sep 2015 – Sep 2018 |
18.53%
Feb 2016 – Feb 2021 |
10.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart