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Meridian Growth Investor (MRIGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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32.93+0.48 (+1.48%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.11%
5-Year Average Return4.01%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (May 1, 2024)27.59%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return27.59%
Worst 3-Yr Total Return-2.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMRIGXCategory
YTD2.23%12.40%
1-Month0.76%3.37%
3-Month2.23%4.88%
1-Year5.98%55.69%
3-Year-4.23%19.34%
5-Year5.24%20.72%
10-Year8.06%13.98%
Last Bull Market40.79%27.85%
Last Bear Market-22.26%-24.06%

Annual Total Return (%) History

Year
MRIGXCategory
2024
N/AN/A
2023
15.24%N/A
2022
-29.31%N/A
2021
15.01%N/A
2020
24.92%38.62%
2019
27.59%27.68%
2018
-6.96%-5.76%
2017
25.55%21.50%
2016
16.18%11.20%
2015
-5.51%-2.41%
2014
9.09%2.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.23%N/AN/AN/A
202311.17%3.61%-9.93%11.10%
2022-8.62%-22.26%-4.90%4.64%
20219.04%5.91%-2.13%1.77%
2020-30.46%32.96%9.05%23.88%
201918.28%1.21%-2.24%9.03%
20181.67%6.38%5.67%-18.59%
20177.04%5.67%5.09%5.62%
20162.36%4.04%7.70%1.30%
20152.40%1.35%-11.62%3.02%
2014-1.61%3.14%-2.36%10.09%

Rank In Category (By Total Return)

YTD95
1-Month91
3-Month95
1-Year96
3-Year72
5-Year92

Load Adjusted Returns

1-Year5.98%
3-Year-4.23%
5-Year5.24%
10-Year8.06%