Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSGAX (MERIDIAN SMALL CAP GROWTH FUND CLASS A) | 2.52% | 9.92% | 5.86% | -1.09% | 8.27% | 6.79% | 5.05% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSGAX (MERIDIAN SMALL CAP GROWTH FUND CLASS A) | 06/21/1996 | 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 (%) | -0.17 | 9.92 | 5.86 | -1.09 | 8.27 | 6.79 | 5.05 | … | … | 2.52 | -1.50 | 11.41 | 13.74 | -24.78 | 8.24 | 27.52 | 18.71 | 0.08 | 22.60 | 19.95 | -7.01 | 19.90 | -28.86 |
| Sharpe Ratio | NA | 0.58 | 0.18 | -0.17 | 0.33 | NA | NA | … | … | 0.39 | -0.20 | 0.43 | 0.57 | -0.97 | 0.44 | 0.71 | 1.27 | -0.08 | 2.16 | 1.15 | -0.50 | 1.44 | -0.02 |
| Standard Deviation(%) | NA | 17.26 | 19.22 | 20.70 | 21.06 | NA | NA | … | … | 17.52 | 21.88 | 18.22 | 17.92 | 26.99 | 18.76 | 37.98 | 13.62 | 15.59 | 10.22 | 17.10 | 14.17 | 13.78 | 200.76 |
| Draw Down(%) | NA | 13.56 | 26.38 | 37.97 | 41.29 | NA | NA | … | … | 13.56 | 26.38 | 8.48 | 21.45 | 31.55 | 13.37 | 40.14 | 11.58 | 22.85 | 5.37 | 14.85 | 16.24 | 7.11 | 31.52 |
| Yield(%) | 0.00 | 8.25 | 3.67 | 7.50 | 10.12 | 8.15 | 6.11 | … | … | 0.00 | 7.60 | 2.18 | 0.00 | 9.65 | 27.74 | 2.51 | 6.60 | 11.21 | 4.97 | 0.00 | 1.51 | 2.92 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGAX (MERIDIAN SMALL CAP GROWTH FUND CLASS A) |
-6.40%
Jun 2021 – Jun 2024 |
-2.88%
Mar 2021 – Mar 2026 |
6.12%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGAX (MERIDIAN SMALL CAP GROWTH FUND CLASS A) |
21.76%
Feb 2016 – Feb 2019 |
21.15%
Feb 2016 – Feb 2021 |
9.49%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart