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Meridian Hedged Equity Investor (MRIEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.16-0.04 (-0.28%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.69%
5-Year Average Return11.32%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Jun 26, 2024)45.24%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return45.24%
Worst 3-Yr Total Return4.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMRIEXCategory
YTD5.03%6.64%
1-Month2.64%1.03%
3-Month1.53%3.58%
1-Year17.12%16.67%
3-Year4.11%6.96%
5-Year12.62%6.01%
10-Year12.04%4.42%
Last Bull Market15.88%12.48%
Last Bear Market-12.71%-10.95%

Annual Total Return (%) History

Year
MRIEXCategory
2024
N/AN/A
2023
18.94%N/A
2022
-16.62%N/A
2021
15.11%N/A
2020
25.89%7.16%
2019
45.24%11.34%
2018
-0.96%-3.45%
2017
27.71%6.02%
2016
11.08%3.31%
2015
-1.12%-1.77%
2014
5.30%2.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.48%N/AN/AN/A
20237.02%3.41%-1.37%8.96%
2022-5.08%-12.71%-4.83%5.75%
20212.80%7.31%0.84%3.48%
2020-14.33%21.54%10.52%9.39%
201920.97%8.11%4.35%6.43%
2018-0.25%16.69%4.41%-18.50%
20174.98%2.41%7.94%10.05%
2016-3.75%5.17%7.59%2.00%
20152.81%0.89%-8.06%3.69%
20141.58%2.96%-0.55%1.24%

Rank In Category (By Total Return)

YTD64
1-Month57
3-Month88
1-Year40
3-Year78
5-Year1

Load Adjusted Returns

1-Year17.12%
3-Year4.11%
5-Year12.62%
10-Year12.04%