Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRRGX (MERIDIAN GROWTH FUND INSTITUTIONAL CLASS) | 5.94% | 5.53% | 3.30% | -2.16% | 7.13% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRRGX (MERIDIAN GROWTH FUND INSTITUTIONAL CLASS) | 12/26/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 5.53 | 3.30 | -2.16 | 7.13 | NA | NA | … | … | 5.94 | -6.19 | 6.32 | 15.35 | -29.12 | 15.63 | 24.97 | 27.69 | -7.36 | 25.66 | 16.29 | -5.54 | -0.82 |
| Sharpe Ratio | NA | 0.19 | 0.01 | -0.24 | 0.27 | NA | NA | … | … | 0.59 | -0.43 | 0.17 | 0.69 | -1.03 | 0.89 | 0.65 | 1.80 | -0.53 | 2.43 | 0.94 | -0.39 | -4.32 |
| Standard Deviation(%) | NA | 17.25 | 18.20 | 20.89 | 21.19 | NA | NA | … | … | 18.44 | 21.37 | 15.95 | 17.05 | 29.83 | 17.44 | 37.70 | 14.56 | 16.64 | 10.33 | 17.03 | 14.21 | 11.53 |
| Draw Down(%) | NA | 14.45 | 24.38 | 37.91 | 40.65 | NA | NA | … | … | 14.07 | 23.41 | 8.49 | 19.76 | 33.44 | 11.66 | 40.65 | 8.62 | 24.40 | 4.98 | 12.91 | 14.60 | 1.36 |
| Yield(%) | 0.00 | 8.24 | 2.91 | 5.37 | 8.10 | 5.57 | 4.18 | … | … | 0.00 | 7.79 | 0.13 | 0.00 | 8.49 | 15.63 | 1.09 | 10.72 | 12.97 | 8.26 | 0.66 | 10.37 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/26/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRRGX (MERIDIAN GROWTH FUND INSTITUTIONAL CLASS) |
-7.10%
Apr 2021 – Apr 2024 |
-4.45%
Mar 2021 – Mar 2026 |
6.13%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRRGX (MERIDIAN GROWTH FUND INSTITUTIONAL CLASS) |
22.65%
Dec 2018 – Dec 2021 |
19.45%
Feb 2016 – Feb 2021 |
8.39%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart