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Meridian Growth Fund - Institutional Class Shares: (MF: MRRGX)
(NASDAQ Mutual Funds) As of Jul 11, 2024 08:00 PM ET
$34.57 USD
+0.71 (2.10%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.35 | 75 |
| 3 months | -1.85 | 24 |
| 6 months | 0.35 | 75 |
| 1 Year | 0.47 | 96 |
| 3 Year | -6.54 | 86 |
| 5 Year | 4.68 | 91 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 0.47 |
| 5 Year | 4.67 |
| 10 Year | NA |
| Since Inception | 6.97 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.24 | -1.85 | NA | NA |
| 2023 | 11.21 | 3.60 | -9.90 | 11.12 |
| 2022 | -8.62 | -22.21 | -4.91 | 4.69 |
| 2021 | 9.06 | 5.95 | -2.10 | 1.80 |
| 2020 | -30.44 | 32.97 | 9.03 | 23.90 |
| 2019 | 18.28 | 1.19 | -2.21 | 9.04 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.35 | 15.35 | -29.24 | 15.16 | 24.96 | 27.63 | -6.88 | 25.63 | 16.29 | -5.40 |
| % Total Return Rel to Index | -14.95 | -10.89 | -11.03 | -13.51 | 6.55 | -3.85 | -2.49 | 3.83 | 4.35 | -6.79 |
| % Total Return Rel to Peer | -2.87 | -0.72 | -9.72 | -4.14 | 5.96 | 2.20 | 3.88 | 10.03 | 0.34 | -0.67 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 4.00 | 2.00 | 2.00 | 2.00 | 1.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 4.10 | 7.40 | 0.42 | 3.54 | 5.43 | 2.94 | 0.20 | 3.73 |
| Expense Ratio | 0.00 | 0.86 | 0.82 | 0.82 | 0.82 | 0.83 | 0.85 | 0.87 | 0.87 | 0.87 |
* 1 = Top 20%, 5 = Bottom 20%