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Meridian Small Cap Growth Legacy (MSGGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.360.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.90%
5-Year Average Return5.15%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)27.91%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return27.91%
Worst 3-Yr Total Return-2.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMSGGXCategory
YTD2.29%12.40%
1-Month-0.48%3.37%
3-Month-3.54%4.88%
1-Year4.33%55.69%
3-Year-6.40%19.34%
5-Year5.53%20.72%
10-Year8.04%13.98%
Last Bull Market31.21%27.85%
Last Bear Market-20.24%-24.06%

Annual Total Return (%) History

Year
MSGGXCategory
2024
N/AN/A
2023
14.06%N/A
2022
-24.71%N/A
2021
7.84%N/A
2020
27.91%38.62%
2019
19.17%27.68%
2018
0.70%-5.76%
2017
22.86%21.50%
2016
20.43%11.20%
2015
-6.66%-2.41%
2014
20.28%2.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.04%-3.54%N/AN/A
20236.89%4.62%-10.24%13.64%
2022-9.19%-20.24%-3.21%7.41%
20217.83%7.13%-1.07%-5.63%
2020-31.59%33.73%8.84%28.46%
201913.24%-2.60%-4.32%12.92%
20182.63%9.87%7.15%-16.65%
20174.50%6.35%6.77%3.54%
2016-0.18%5.60%11.37%2.57%
20153.75%2.04%-12.40%0.65%
20146.60%4.58%-4.46%12.93%

Rank In Category (By Total Return)

YTD71
1-Month57
3-Month65
1-Year80
3-Year70
5-Year78

Load Adjusted Returns

1-Year4.33%
3-Year-6.40%
5-Year5.53%
10-Year8.04%