Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSGGX (MERIDIAN SMALL CAP GROWTH FUND LEGACY CLASS) | 3.82% | 10.48% | 6.56% | -0.60% | 8.67% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSGGX (MERIDIAN SMALL CAP GROWTH FUND LEGACY CLASS) | 12/18/2013 | 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 (%) | -0.31 | 10.48 | 6.56 | -0.60 | 8.67 | NA | NA | … | … | 3.82 | -1.27 | 11.69 | 14.06 | -24.55 | 8.60 | 27.91 | 19.99 | 0.40 | 22.87 | 20.43 | -6.66 | 20.28 | 3.47 |
| Sharpe Ratio | NA | 0.59 | 0.19 | -0.16 | 0.35 | NA | NA | … | … | 0.41 | -0.19 | 0.45 | 0.59 | -0.96 | 0.46 | 0.73 | 1.36 | -0.06 | 2.18 | 1.18 | -0.47 | 1.46 | 17.32 |
| Standard Deviation(%) | NA | 17.38 | 19.14 | 20.65 | 21.04 | NA | NA | … | … | 17.50 | 21.79 | 18.07 | 17.92 | 27.04 | 18.68 | 37.93 | 13.65 | 15.61 | 10.26 | 17.15 | 14.21 | 13.85 | 11.11 |
| Draw Down(%) | NA | 13.47 | 26.35 | 37.64 | 40.56 | NA | NA | … | … | 13.47 | 26.35 | 8.47 | 21.44 | 31.38 | 13.29 | 40.10 | 11.32 | 22.80 | 5.37 | 14.74 | 16.08 | 7.02 | 0.40 |
| Yield(%) | 0.00 | 7.70 | 3.48 | 7.28 | 10.01 | 8.22 | 6.16 | … | … | 0.00 | 7.16 | 2.06 | 0.00 | 9.24 | 26.97 | 2.45 | 7.22 | 11.06 | 4.91 | 0.00 | 1.50 | 2.92 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGGX (MERIDIAN SMALL CAP GROWTH FUND LEGACY CLASS) |
-6.12%
Jun 2021 – Jun 2024 |
-2.62%
Mar 2021 – Mar 2026 |
6.51%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGGX (MERIDIAN SMALL CAP GROWTH FUND LEGACY CLASS) |
22.17%
Feb 2016 – Feb 2019 |
21.69%
Feb 2016 – Feb 2021 |
9.89%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart