Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) | 16.82% | 34.79% | 16.72% | 2.63% | 10.28% | 10.41% | 8.57% | … | … |
Data as of 06/04/2026, Common starting date is 09/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) | 09/19/1996 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | 34.79 | 16.72 | 2.63 | 10.28 | 10.41 | 8.57 | … | … | 16.82 | 17.43 | 9.73 | 12.40 | -25.29 | 10.00 | 20.46 | 23.66 | -7.85 | 24.88 | 16.60 | -3.66 | 6.64 | 34.78 | 17.02 | -2.38 | 18.23 | 21.40 | -31.76 | 7.92 | 18.63 | 2.82 | 15.21 | 34.71 | -13.36 | 11.37 | 37.14 | 38.29 | 18.94 | 21.37 | 5.28 |
| Sharpe Ratio | NA | 1.72 | 0.69 | 0.00 | 0.40 | NA | NA | … | … | 1.83 | 0.64 | 0.37 | 0.55 | -1.01 | 0.47 | 0.50 | 1.64 | -0.52 | 2.47 | 1.02 | -0.25 | 0.50 | 2.84 | 1.22 | -0.09 | 0.95 | 0.81 | -0.98 | 0.32 | 1.34 | 0.05 | 1.14 | 2.54 | -0.74 | 0.56 | 1.76 | 2.71 | 0.85 | 1.25 | 0.86 |
| Standard Deviation(%) | NA | 18.90 | 19.24 | 21.00 | 21.74 | NA | NA | … | … | 21.45 | 22.72 | 16.34 | 15.99 | 26.58 | 21.16 | 40.37 | 13.52 | 17.66 | 9.86 | 15.99 | 14.93 | 13.18 | 12.22 | 14.07 | 26.97 | 19.15 | 26.41 | 33.20 | 14.83 | 11.42 | 10.58 | 12.44 | 13.38 | 19.72 | 16.11 | 18.74 | 12.88 | 18.28 | 14.06 | 19.20 |
| Draw Down(%) | NA | 11.53 | 24.80 | 39.31 | 42.06 | NA | NA | … | … | 11.53 | 22.61 | 9.36 | 17.75 | 28.03 | 16.87 | 42.06 | 8.73 | 23.80 | 4.89 | 12.41 | 15.65 | 9.85 | 4.78 | 8.88 | 23.55 | 17.83 | 26.50 | 42.04 | 10.34 | 12.17 | 8.42 | 10.48 | 9.51 | 25.68 | 17.28 | 8.61 | 6.58 | 25.71 | 12.30 | 7.76 |
| Yield(%) | 0.00 | 13.10 | 7.98 | 3.43 | 7.46 | 8.92 | 7.06 | … | … | 0.00 | 13.33 | 4.50 | 5.83 | 0.00 | 0.00 | 2.64 | 9.02 | 18.59 | 11.77 | 0.61 | 13.90 | 17.81 | 0.97 | 0.00 | 0.43 | 0.31 | 1.21 | 4.19 | 17.91 | 15.64 | 12.19 | 14.24 | 0.00 | 0.00 | 0.00 | 7.95 | 13.07 | 2.96 | 15.00 | 3.93 |
Data as of 06/04/2026, Common starting date is 09/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) |
-11.58%
Feb 2006 – Feb 2009 |
-3.69%
Feb 2004 – Feb 2009 |
5.40%
Dec 2001 – Dec 2011 |
5.95%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) |
36.00%
Aug 1998 – Aug 2001 |
25.97%
Mar 1997 – Mar 2002 |
18.65%
Apr 1997 – Apr 2007 |
12.96%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart