Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MFCIX (MERIDIAN CONTRARIAN FUND INVESTOR CLASS) | 7.11% | 9.07% | 1.53% | 4.83% | 6.28% | NA | NA | 6.81% |
Data as of 08/01/2025, AR inception is 11/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFCIX (MERIDIAN CONTRARIAN FUND INVESTOR CLASS) | 11/19/2013 | 08/01/2025 |
| 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 (%) | -4.59 | 9.07 | 1.53 | 4.83 | 6.28 | NA | NA | 6.81 | 7.11 | 5.62 | 6.83 | -25.45 | 9.80 | 20.36 | 23.57 | -9.21 | 24.57 | 16.41 | -3.90 | 6.47 | 4.17 |
| Sharpe Ratio | NA | 0.26 | -0.09 | 0.14 | 0.22 | NA | NA | 0.25 | 0.37 | -0.06 | 0.16 | -1.01 | 0.46 | 0.50 | 1.64 | -0.59 | 2.44 | 1.01 | -0.26 | 0.49 | 4.70 |
| Standard Deviation(%) | NA | 22.69 | 20.22 | 21.20 | 21.67 | NA | NA | 20.60 | 25.59 | 16.40 | 16.21 | 26.64 | 21.24 | 40.34 | 13.54 | 17.93 | 9.85 | 15.97 | 14.92 | 13.19 | 9.45 |
| Draw Down(%) | NA | 27.61 | 27.61 | 41.74 | 42.07 | NA | NA | 42.07 | 22.60 | 10.34 | 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 | 0.45 | 0.27 | 0.75 | 5.44 | 4.58 | 3.44 | 6.25 | 0.00 | 0.47 | 0.46 | 0.00 | 0.00 | 2.59 | 8.98 | 17.55 | 11.80 | 0.57 | 13.84 | 17.61 | 0.00 |
Data as of 08/01/2025, 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 |
|---|---|---|---|---|
| MFCIX (MERIDIAN CONTRARIAN FUND INVESTOR CLASS) |
-10.04%
Apr 2021 - Apr 2024 |
0.03%
Sep 2018 - Sep 2023 |
4.25%
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 |
6.94%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart