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Meridian Contrarian A (MFCAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.03+0.16 (+0.47%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.20%
5-Year Average Return8.03%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Apr 18, 2024)25.72%
Worst 1 Yr Total Return (Apr 18, 2024)N/A
Best 3-Yr Total Return25.72%
Worst 3-Yr Total Return5.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMFCAXCategory
YTD6.20%17.04%
1-Month5.06%-0.01%
3-Month6.20%5.47%
1-Year12.71%50.44%
3-Year2.92%13.15%
5-Year10.16%13.75%
10-Year9.71%11.35%
Last Bull Market51.04%25.95%
Last Bear Market-16.57%-22.55%

Annual Total Return (%) History

Year
MFCAXCategory
2024
N/AN/A
2023
11.97%N/A
2022
-17.04%N/A
2021
25.72%N/A
2020
23.47%12.39%
2019
23.07%26.21%
2018
-7.64%-11.15%
2017
24.20%15.93%
2016
16.07%14.14%
2015
-3.91%-4.75%
2014
5.68%7.80%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.20%N/AN/AN/A
20235.50%4.09%-6.20%8.70%
2022-5.32%-16.57%-3.37%8.68%
202113.76%5.69%-3.44%8.29%
2020-31.00%29.43%7.82%28.23%
201916.16%-0.17%-3.18%9.61%
20182.31%5.13%5.74%-18.79%
20174.52%2.11%8.29%7.46%
2016-0.03%0.94%9.85%4.71%
20155.48%-1.42%-11.56%4.49%
20140.89%2.39%-4.65%7.29%

Rank In Category (By Total Return)

YTD87
1-Month33
3-Month87
1-Year93
3-Year85
5-Year69

Load Adjusted Returns

1-Year6.23%
3-Year0.91%
5-Year8.86%
10-Year9.06%