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Meridian Growth Fund: (MF: MERDX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$34.84 USD
+0.30 (0.87%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.17 | 77 |
| 3 months | -2.02 | 26 |
| 6 months | 0.17 | 77 |
| 1 Year | 0.26 | 96 |
| 3 Year | -6.63 | 86 |
| 5 Year | 4.61 | 91 |
| 10 Year | 6.35 | 72 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 129.06 |
| Bear Market (10/07 - 2/09) | -42.02 |
| Bull Market (2/09 - 3/21) | 451.33 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 0.26 |
| 5 Year | 4.60 |
| 10 Year | 6.35 |
| Since Inception | 11.08 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.24 | -2.02 | NA | NA |
| 2023 | 11.18 | 3.60 | -9.47 | 10.56 |
| 2022 | -8.60 | -22.24 | -4.91 | 4.69 |
| 2021 | 9.05 | 5.95 | -2.12 | 1.78 |
| 2020 | -30.45 | 32.96 | 9.03 | 23.89 |
| 2019 | 18.30 | 1.19 | -2.24 | 9.04 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.17 | 15.29 | -29.25 | 15.11 | 24.92 | 27.62 | -6.91 | 25.61 | 16.27 | -15.61 | 9.40 |
| % Total Return Rel to Index | -15.12 | -10.95 | -11.04 | -13.56 | 6.52 | -3.86 | -2.52 | 3.82 | 4.34 | -17.00 | -4.24 |
| % Total Return Rel to Peer | -3.04 | -0.78 | -9.73 | -4.19 | 5.92 | 2.18 | 3.86 | 10.02 | 0.32 | -10.89 | 6.72 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 4.00 | 2.00 | 2.00 | 2.00 | 1.00 | 3.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 4.10 | 7.40 | 0.42 | 3.54 | 5.43 | 2.94 | 0.20 | 0.00 | 4.28 |
| Expense Ratio | 0.00 | 0.90 | 0.85 | 0.84 | 0.85 | 0.85 | 0.86 | 0.87 | 0.86 | 0.84 | 0.86 |
* 1 = Top 20%, 5 = Bottom 20%