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Meridian Hedged Equity Legacy (MEIFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.20+0.06 (+0.42%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.29%
5-Year Average Return11.48%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Jun 24, 2024)44.97%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return44.97%
Worst 3-Yr Total Return4.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMEIFXCategory
YTD5.01%6.64%
1-Month2.63%1.03%
3-Month1.52%3.58%
1-Year17.15%16.67%
3-Year4.14%6.96%
5-Year12.64%6.01%
10-Year12.12%4.42%
Last Bull Market15.92%12.48%
Last Bear Market-12.74%-10.95%

Annual Total Return (%) History

Year
MEIFXCategory
2024
N/AN/A
2023
18.96%N/A
2022
-16.50%N/A
2021
14.92%N/A
2020
26.22%7.16%
2019
44.97%11.34%
2018
-0.64%-3.45%
2017
27.94%6.02%
2016
11.15%3.31%
2015
-1.04%-1.77%
2014
5.32%2.60%
2013
31.00%8.86%
2012
8.59%5.06%
2011
5.64%1.99%
2010
16.63%9.28%
2009
22.30%14.04%
2008
-30.10%-29.10%
2007
-0.50%7.26%
2006
19.56%8.39%
2005
N/A5.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.46%N/AN/AN/A
20236.90%3.56%-1.36%8.93%
2022-5.00%-12.74%-4.81%5.82%
20212.66%7.29%0.84%3.46%
2020-14.25%21.75%10.48%9.43%
201920.92%8.09%4.34%6.30%
2018-0.19%16.94%4.40%-18.46%
20175.07%2.41%8.02%10.07%
2016-3.67%5.17%7.59%1.98%
20152.82%0.89%-7.99%3.69%
20141.51%3.04%-0.48%1.18%
201312.29%1.65%5.99%8.28%
20127.53%-2.55%3.55%0.07%
20115.77%1.53%-13.48%13.69%
20106.82%-7.90%10.34%7.44%
2009-15.91%13.16%20.06%7.05%
2008-4.99%-4.42%-2.22%-21.28%
20070.98%6.31%-2.05%-5.37%
20067.16%-1.52%6.52%6.35%
20050.10%2.57%2.31%N/A

Rank In Category (By Total Return)

YTD64
1-Month58
3-Month88
1-Year39
3-Year78
5-Year1

Load Adjusted Returns

1-Year17.15%
3-Year4.14%
5-Year12.64%
10-Year12.12%