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Meridian Contrarian Investor (MFCIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.78+0.48 (+1.32%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.17%
5-Year Average Return9.35%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (May 5, 2024)26.06%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return26.06%
Worst 3-Yr Total Return5.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMFCIXCategory
YTD-1.25%17.04%
1-Month-7.06%-0.01%
3-Month0.68%5.47%
1-Year6.36%50.44%
3-Year-0.68%13.15%
5-Year8.54%13.75%
10-Year9.51%11.35%
Last Bull Market24.61%25.95%
Last Bear Market-16.52%-22.55%

Annual Total Return (%) History

Year
MFCIXCategory
2024
N/AN/A
2023
12.29%N/A
2022
-16.86%N/A
2021
26.06%N/A
2020
23.71%12.39%
2019
23.53%26.21%
2018
-7.44%-11.15%
2017
24.51%15.93%
2016
16.40%14.14%
2015
-3.67%-4.75%
2014
5.99%7.80%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.25%N/AN/AN/A
20235.59%4.17%-6.15%8.78%
2022-5.29%-16.52%-3.29%8.73%
202113.84%5.76%-3.38%8.36%
2020-30.94%29.41%7.91%28.28%
201916.30%-0.11%-3.09%9.72%
20182.35%5.18%5.79%-18.73%
20174.56%2.19%8.36%7.54%
20160.03%1.03%9.93%4.78%
20155.54%-1.34%-11.51%4.55%
20140.98%2.46%-4.60%7.38%

Rank In Category (By Total Return)

YTD94
1-Month92
3-Month92
1-Year95
3-Year86
5-Year62

Load Adjusted Returns

1-Year6.36%
3-Year-0.68%
5-Year8.54%
10-Year9.51%