MERDX
Meridian Growth-Legacy
$33.91
-0.28 (-0.82%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 1131.77M |
| 52 Week High | 35.25 |
| 52 Week Low | 28.28 |
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Key Data
| Symbol | MERDX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 33.91 |
| Price Yesterday | 34.19 |
| Market Cap | 1,131.77 |
| YTD Return | -0.93% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0088 |
Overview
| 52 Week High | 35.25 |
|---|---|
| 52 Week Low | 28.28 |
| Market Cap | 1,131.77M |
| Shares Outstanding | 33.38M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -87.44% |
|---|---|
| Five Days | -17.56% |
| One Months | -24.66% |
| Three Months | -7.76% |
| Six Months | 2.19% |
| Nine Months | 15.73% |
| One Year | 0.68% |
| Three Years | -7.07% |
| Five Years | 4.52% |
| Ten Years | 7.55% |
| YTD | -1.81% |
| Since Inception | 11.11% |
Returns Total
| One Day | -0.82% |
|---|---|
| Five Days | -0.38% |
| One Month | -2.22% |
| Three Months | -1.97% |
| Six Months | 1.07% |
| Nine Months | 11.44% |
| One Year | 0.68% |
| Three Years | -19.65% |
| Five Years | 24.65% |
| Ten Years | 106.73% |
| YTD | -0.93% |
| Since Inception | 3179.50% |
Yearly Returns
| 2024 | -0.93% |
|---|---|
| 2023 | 15.29% |
| 2022 | -29.25% |
| 2021 | 15.11% |
| 2020 | 24.93% |
| 2019 | 27.62% |
| 2018 | -6.91% |
| 2017 | 25.63% |
| 2016 | 16.28% |
| 2015 | -5.32% |
Risk against SP-DA
| Alpha | -23.69% |
|---|---|
| Beta | 0.81 |
| Correlation | 59.05% |
| Downside Deviation | 4.33% |
| Coefficient of determination | 34.87% |
| Standard Deviation | 4.43% |
| Sharpe Ratio | -1.82 |
| Sortino | -6.48 |
| Treynor | -5.77 |
| Ulcer Index | 8.14 |
| Ulcer Performance Index | -3.44 |