Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRAGX (MERIDIAN GROWTH FUND CLASS A) | 4.89% | 4.92% | 2.76% | -2.50% | 6.88% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRAGX (MERIDIAN GROWTH FUND CLASS A) | 11/20/2013 | 06/03/2026 |
| 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 (%) | 0.40 | 4.92 | 2.76 | -2.50 | 6.88 | NA | NA | … | … | 4.89 | -6.47 | 6.19 | 15.07 | -29.33 | 15.25 | 24.55 | 27.58 | -7.58 | 25.28 | 15.89 | -6.11 | 9.01 | 5.26 |
| Sharpe Ratio | NA | 0.17 | -0.01 | -0.25 | 0.26 | NA | NA | … | … | 0.57 | -0.44 | 0.16 | 0.67 | -1.03 | 0.87 | 0.64 | 1.79 | -0.54 | 2.39 | 0.92 | -0.43 | 0.67 | 7.18 |
| Standard Deviation(%) | NA | 17.18 | 18.30 | 20.93 | 21.21 | NA | NA | … | … | 18.42 | 21.43 | 16.17 | 17.07 | 29.83 | 17.43 | 37.71 | 14.58 | 16.60 | 10.33 | 17.01 | 14.23 | 13.37 | 8.54 |
| Draw Down(%) | NA | 14.67 | 24.42 | 38.08 | 40.66 | NA | NA | … | … | 14.14 | 23.38 | 8.51 | 19.84 | 33.60 | 11.69 | 40.66 | 8.71 | 24.44 | 5.02 | 12.99 | 14.76 | 7.43 | 1.88 |
| Yield(%) | 0.00 | 8.88 | 3.10 | 5.63 | 8.36 | 6.60 | 4.95 | … | … | 0.00 | 8.33 | 0.14 | 0.00 | 8.95 | 16.30 | 1.13 | 11.39 | 13.29 | 8.42 | 0.67 | 10.46 | 11.64 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| MRAGX (MERIDIAN GROWTH FUND CLASS A) |
-7.37%
Apr 2021 – Apr 2024 |
-4.70%
Mar 2021 – Mar 2026 |
5.84%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRAGX (MERIDIAN GROWTH FUND CLASS A) |
22.35%
Dec 2018 – Dec 2021 |
19.15%
Feb 2016 – Feb 2021 |
8.28%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart