Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRCEX (MERIDIAN EQUITY INCOME FUND CLASS C) | 3.36% | 6.50% | 10.09% | 5.33% | 12.99% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/06/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRCEX (MERIDIAN EQUITY INCOME FUND CLASS C) | 07/06/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 6.50 | 10.09 | 5.33 | 12.99 | NA | NA | … | … | 3.36 | 5.43 | 12.02 | 18.11 | -17.13 | 14.28 | 25.26 | 44.00 | -1.46 | 26.83 | 10.29 | -4.99 |
| Sharpe Ratio | NA | 0.64 | 0.72 | 0.23 | 0.69 | NA | NA | … | … | 1.03 | 0.19 | 0.86 | 1.42 | -0.93 | 1.35 | 0.85 | 2.70 | -0.11 | 2.55 | 0.74 | -0.57 |
| Standard Deviation(%) | NA | 9.21 | 10.85 | 13.16 | 16.81 | NA | NA | … | … | 9.11 | 13.35 | 9.74 | 10.30 | 20.09 | 10.52 | 29.21 | 15.76 | 25.11 | 10.31 | 13.52 | 17.30 |
| Draw Down(%) | NA | 5.04 | 11.33 | 24.05 | 28.83 | NA | NA | … | … | 3.63 | 11.33 | 5.12 | 6.04 | 22.85 | 4.81 | 26.45 | 7.18 | 28.83 | 4.58 | 15.25 | 12.30 |
| Yield(%) | 0.00 | 6.61 | 7.87 | 9.13 | 15.04 | 9.41 | 7.06 | … | … | 0.00 | 6.83 | 14.67 | 0.57 | 7.40 | 24.24 | 15.03 | 41.81 | 9.62 | 0.65 | 0.12 | 3.88 |
Data as of 06/03/2026, Common starting date is 07/06/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRCEX (MERIDIAN EQUITY INCOME FUND CLASS C) |
1.94%
Apr 2021 – Apr 2024 |
4.86%
Apr 2021 – Apr 2026 |
12.04%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRCEX (MERIDIAN EQUITY INCOME FUND CLASS C) |
31.55%
Nov 2018 – Nov 2021 |
22.68%
Feb 2016 – Feb 2021 |
13.99%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart