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Meridian Contrarian Legacy (MVALX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.19+0.23 (+0.64%)
At close: 06:46PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.37%
5-Year Average Return8.64%
Number of Years Up23
Number of Years Down6
Best 1 Yr Total Return (Apr 24, 2024)34.78%
Worst 1 Yr Total Return (Apr 24, 2024)N/A
Best 3-Yr Total Return34.78%
Worst 3-Yr Total Return5.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMVALXCategory
YTD6.25%17.04%
1-Month5.04%-0.01%
3-Month6.25%5.47%
1-Year13.01%50.44%
3-Year3.22%13.15%
5-Year10.49%13.75%
10-Year10.12%11.35%
Last Bull Market51.40%25.95%
Last Bear Market-16.51%-22.55%

Annual Total Return (%) History

Year
MVALXCategory
2024
N/AN/A
2023
12.29%N/A
2022
-16.79%N/A
2021
26.12%N/A
2020
23.79%12.39%
2019
23.62%26.21%
2018
-7.31%-11.15%
2017
24.82%15.93%
2016
16.59%14.14%
2015
-3.42%-4.75%
2014
6.15%7.80%
2013
34.78%34.10%
2012
17.42%16.15%
2011
-2.39%-3.81%
2010
18.23%22.52%
2009
21.39%37.39%
2008
-31.95%-39.18%
2007
7.76%4.85%
2006
18.67%14.03%
2005
2.92%9.25%
2004
15.10%16.30%
2003
34.71%36.28%
2002
-13.36%-16.55%
2001
11.70%-3.12%
2000
37.14%6.36%
1999
38.28%20.92%
1998
18.94%10.36%
1997
21.37%25.92%
1996
32.29%19.23%
1995
23.80%30.17%
1994
N/A-1.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.25%N/AN/AN/A
20235.58%4.17%-6.16%8.80%
2022-5.28%-16.51%-3.28%8.78%
202113.86%5.77%-3.39%8.39%
2020-30.95%29.47%7.90%28.33%
201916.34%-0.11%-3.06%9.74%
20182.41%5.24%5.79%-18.70%
20174.62%2.26%8.42%7.61%
20160.06%1.06%9.99%4.82%
20155.59%-1.27%-11.45%4.61%
20141.05%2.50%-4.55%7.37%
201311.11%1.89%9.97%8.26%
201211.18%-1.99%4.44%3.17%
20113.15%-0.74%-17.57%15.66%
20106.08%-12.31%12.81%12.67%
2009-12.06%14.44%16.07%3.92%
2008-8.30%0.55%-3.53%-23.48%
20073.99%4.78%-0.85%-0.25%
20069.56%-4.74%5.17%8.11%
2005-1.76%1.84%1.97%0.88%
20045.60%0.98%-3.52%11.88%
2003-1.64%14.55%5.21%13.63%
20020.62%-6.99%-14.83%8.71%
2001-2.34%8.97%-10.65%17.46%
200016.09%-1.75%5.92%13.51%
1999-2.67%25.01%-0.44%14.16%
199812.86%7.82%-17.46%18.42%
1997-3.30%21.17%13.30%-8.57%
199613.10%13.73%-2.62%5.62%
19951.77%4.90%12.17%3.39%
1994-0.70%-0.41%-2.14%N/A

Rank In Category (By Total Return)

YTD87
1-Month34
3-Month87
1-Year93
3-Year84
5-Year64

Load Adjusted Returns

1-Year13.01%
3-Year3.22%
5-Year10.49%
10-Year10.12%