Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSGRX (MERIDIAN SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) | 3.92% | 10.66% | 6.75% | -0.47% | 17.61% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSGRX (MERIDIAN SMALL CAP 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 (%) | -0.23 | 10.66 | 6.75 | -0.47 | 17.61 | NA | NA | … | … | 3.92 | -1.10 | 11.88 | 14.19 | -24.48 | 8.59 | 28.18 | 161.76 | 0.39 | 22.96 | 20.59 | -6.58 | -0.65 |
| Sharpe Ratio | NA | 0.60 | 0.20 | -0.15 | 0.65 | NA | NA | … | … | 0.42 | -0.18 | 0.46 | 0.59 | -0.96 | 0.46 | 0.73 | 3.50 | -0.06 | 2.18 | 1.18 | -0.47 | -3.85 |
| Standard Deviation(%) | NA | 17.43 | 19.16 | 20.67 | 25.26 | NA | NA | … | … | 17.52 | 21.82 | 18.07 | 17.95 | 27.05 | 18.67 | 38.06 | 45.85 | 15.62 | 10.27 | 17.21 | 14.19 | 10.93 |
| Draw Down(%) | NA | 13.48 | 26.35 | 37.54 | 40.40 | NA | NA | … | … | 13.48 | 26.35 | 8.44 | 21.44 | 31.35 | 13.29 | 40.11 | 11.38 | 22.78 | 5.29 | 14.73 | 16.07 | 1.13 |
| Yield(%) | 0.00 | 7.59 | 3.44 | 7.24 | 19.13 | 12.47 | 9.35 | … | … | 0.00 | 7.07 | 2.03 | 0.00 | 9.17 | 26.81 | 2.44 | 83.38 | 11.02 | 4.90 | 0.00 | 1.50 | 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 |
|---|---|---|---|---|
| MSGRX (MERIDIAN SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) |
-6.04%
Jun 2021 – Jun 2024 |
-2.49%
Mar 2021 – Mar 2026 |
15.26%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGRX (MERIDIAN SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) |
53.99%
Apr 2016 – Apr 2019 |
42.35%
Feb 2016 – Feb 2021 |
18.92%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart