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Meritage Growth Equity Fund Investor Shares (MPGEX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.91
0.00
(0.00%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
★★★
Year-to-Date Return
9.03%
5-Year Average Return
11.91%
Number of Years Up
5
Number of Years Down
1
Best 1 Yr Total Return (Feb 3, 2019)
32.50%
Worst 1 Yr Total Return (Feb 3, 2019)
-4.21%
Best 3-Yr Total Return
32.50%
Worst 3-Yr Total Return
8.08%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
MPGEX
Category
YTD
4.62%
12.38%
1-Month
3.21%
5.09%
3-Month
23.76%
10.28%
1-Year
17.19%
41.70%
3-Year
13.81%
22.56%
5-Year
12.79%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
0.00%
25.99%
Last Bear Market
0.00%
-17.29%
Annual Total Return (%) History
Year
MPGEX
Category
2020
N/A
35.86%
2019
32.50%
31.90%
2018
-4.21%
-2.09%
2017
25.65%
27.67%
2016
11.30%
3.23%
2015
1.52%
3.60%
2014
11.72%
10.00%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2020
-15.46%
23.76%
N/A
N/A
2019
15.62%
2.31%
0.46%
11.49%
2018
0.76%
3.44%
10.19%
-16.59%
2017
8.47%
4.35%
4.89%
5.83%
2016
0.99%
1.78%
6.11%
2.05%
2015
3.48%
-0.17%
-5.79%
4.32%
2014
1.38%
2.82%
1.04%
6.07%
Rank In Category (By Total Return)
YTD
64
1-Month
61
3-Month
72
1-Year
52
3-Year
67
5-Year
54
Load Adjusted Returns
1-Year
17.19%
3-Year
13.81%
5-Year
12.79%
10-Year
N/A
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