Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRAEX (MERIDIAN EQUITY INCOME FUND CLASS A) | 4.77% | 8.75% | 11.27% | 6.04% | 13.63% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRAEX (MERIDIAN EQUITY INCOME FUND CLASS A) | 11/20/2013 | 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 (%) | 0.30 | 8.75 | 11.27 | 6.04 | 13.63 | NA | NA | … | … | 4.77 | 6.33 | 12.80 | 18.64 | -16.77 | 14.85 | 25.70 | 44.54 | -0.89 | 27.41 | 10.75 | -1.36 | 5.13 | 1.68 |
| Sharpe Ratio | NA | 0.65 | 0.77 | 0.26 | 0.72 | NA | NA | … | … | 0.95 | 0.26 | 0.94 | 1.46 | -0.91 | 1.41 | 0.87 | 2.73 | -0.09 | 2.61 | 0.78 | -0.09 | 0.51 | 1.61 |
| Standard Deviation(%) | NA | 9.23 | 10.86 | 13.19 | 16.83 | NA | NA | … | … | 9.27 | 13.29 | 9.78 | 10.32 | 20.16 | 10.50 | 29.24 | 15.76 | 25.05 | 10.28 | 13.56 | 14.85 | 10.09 | 10.38 |
| Draw Down(%) | NA | 4.84 | 11.22 | 23.78 | 28.73 | NA | NA | … | … | 3.59 | 11.22 | 5.10 | 5.89 | 22.60 | 4.77 | 26.43 | 7.22 | 28.73 | 4.56 | 15.24 | 12.77 | 6.23 | 3.16 |
| Yield(%) | 0.00 | 7.04 | 8.06 | 9.09 | 15.19 | 10.02 | 7.51 | … | … | 0.00 | 7.27 | 14.64 | 0.55 | 7.18 | 23.79 | 14.83 | 41.61 | 9.62 | 1.43 | 0.52 | 4.04 | 19.15 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRAEX (MERIDIAN EQUITY INCOME FUND CLASS A) |
2.43%
Apr 2021 – Apr 2024 |
5.48%
Apr 2021 – Apr 2026 |
11.57%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRAEX (MERIDIAN EQUITY INCOME FUND CLASS A) |
32.11%
Nov 2018 – Nov 2021 |
23.23%
Feb 2016 – Feb 2021 |
14.58%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart