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Meritage Growth Equity Fund Institutional Shares (MPGIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.18
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
9.01%
5-Year Average Return
12.18%
Number of Years Up
5
Number of Years Down
1
Best 1 Yr Total Return (Feb 3, 2019)
32.84%
Worst 1 Yr Total Return (Feb 3, 2019)
-3.97%
Best 3-Yr Total Return
32.84%
Worst 3-Yr Total Return
8.36%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
MPGIX
Category
YTD
4.79%
12.38%
1-Month
3.28%
5.09%
3-Month
23.83%
10.28%
1-Year
17.57%
41.70%
3-Year
14.10%
22.56%
5-Year
13.09%
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
MPGIX
Category
2020
N/A
35.86%
2019
32.84%
31.90%
2018
-3.97%
-2.09%
2017
25.99%
27.67%
2016
11.51%
3.23%
2015
1.84%
3.60%
2014
12.05%
10.00%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2020
-15.37%
23.83%
N/A
N/A
2019
15.68%
2.35%
0.59%
11.54%
2018
0.83%
3.55%
10.22%
-16.56%
2017
8.59%
4.40%
4.93%
5.90%
2016
1.07%
1.77%
6.16%
2.12%
2015
3.56%
-0.17%
-5.68%
4.45%
2014
1.48%
2.92%
1.13%
6.08%
Rank In Category (By Total Return)
YTD
63
1-Month
60
3-Month
72
1-Year
50
3-Year
65
5-Year
51
Load Adjusted Returns
1-Year
17.57%
3-Year
14.10%
5-Year
13.09%
10-Year
N/A
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