Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MISGX (MERIDIAN SMALL CAP GROWTH FUND INVESTOR CLASS) | 0.74% | 7.28% | 5.50% | -1.43% | 8.21% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MISGX (MERIDIAN SMALL CAP GROWTH FUND INVESTOR CLASS) | 12/18/2013 | 06/05/2026 |
| 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 (%) | -3.01 | 7.28 | 5.50 | -1.43 | 8.21 | NA | NA | … | … | 0.74 | -1.28 | 11.73 | 14.02 | -24.63 | 8.55 | 27.78 | 18.96 | 0.40 | 22.83 | 20.36 | -6.74 | 20.28 | 3.47 |
| Sharpe Ratio | NA | 0.59 | 0.19 | -0.16 | 0.35 | NA | NA | … | … | 0.41 | -0.19 | 0.45 | 0.58 | -0.97 | 0.46 | 0.72 | 1.28 | -0.06 | 2.17 | 1.18 | -0.48 | 1.47 | 17.32 |
| Standard Deviation(%) | NA | 17.36 | 19.14 | 20.67 | 21.07 | NA | NA | … | … | 17.42 | 21.78 | 18.14 | 17.91 | 27.06 | 18.71 | 38.04 | 13.63 | 15.62 | 10.27 | 17.12 | 14.24 | 13.81 | 11.11 |
| Draw Down(%) | NA | 13.54 | 26.35 | 37.71 | 41.11 | NA | NA | … | … | 13.54 | 26.35 | 8.48 | 21.49 | 31.44 | 13.33 | 40.19 | 11.56 | 22.79 | 5.38 | 14.76 | 16.16 | 7.02 | 0.40 |
| Yield(%) | 0.00 | 7.79 | 3.52 | 7.24 | 9.93 | 8.15 | 6.11 | … | … | 0.00 | 7.24 | 2.08 | 0.00 | 9.32 | 27.12 | 2.46 | 6.49 | 11.08 | 4.92 | 0.00 | 1.50 | 2.92 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MISGX (MERIDIAN SMALL CAP GROWTH FUND INVESTOR CLASS) |
-6.16%
Jun 2021 – Jun 2024 |
-2.65%
Mar 2021 – Mar 2026 |
6.39%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MISGX (MERIDIAN SMALL CAP GROWTH FUND INVESTOR CLASS) |
22.06%
Feb 2016 – Feb 2019 |
21.43%
Feb 2016 – Feb 2021 |
9.75%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart