MFCAX
Meridian Contrarian-A
$35.07
-0.23 (-0.65%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 561.439M |
| 52 Week High | 37.16 |
| 52 Week Low | 29.436 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | MFCAX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 35.07 |
| Price Yesterday | 35.3 |
| Market Cap | 561.44 |
| YTD Return | 0.23% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0146 |
Overview
| 52 Week High | 37.16 |
|---|---|
| 52 Week Low | 29.44 |
| Market Cap | 561.44M |
| Shares Outstanding | 16.01M |
| Income Dividend Yield | 0.01% |
| Long Term Dividend Yield | 5.19% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.21% |
Returns Annualized
| One Day | -80.77% |
|---|---|
| Five Days | 24.14% |
| One Months | -14.55% |
| Three Months | -14.82% |
| Six Months | 5.56% |
| Nine Months | 15.13% |
| One Year | 3.25% |
| Three Years | -0.64% |
| Five Years | 8.97% |
| Ten Years | 8.85% |
| YTD | 0.44% |
| Since Inception | 8.95% |
Returns Total
| One Day | -0.65% |
|---|---|
| Five Days | 0.43% |
| One Month | -1.24% |
| Three Months | -3.87% |
| Six Months | 2.69% |
| Nine Months | 11.01% |
| One Year | 3.25% |
| Three Years | -1.91% |
| Five Years | 53.50% |
| Ten Years | 132.98% |
| YTD | 0.23% |
| Since Inception | 148.27% |
Yearly Returns
| 2024 | 0.23% |
|---|---|
| 2023 | 11.97% |
| 2022 | -17.04% |
| 2021 | 25.72% |
| 2020 | 23.47% |
| 2019 | 23.07% |
| 2018 | -7.64% |
| 2017 | 24.20% |
| 2016 | 15.51% |
| 2015 | -3.91% |
Risk against SP-DA
| Alpha | -24.71% |
|---|---|
| Beta | 0.97 |
| Correlation | 71.53% |
| Downside Deviation | 4.43% |
| Coefficient of determination | 51.16% |
| Standard Deviation | 4.35% |
| Sharpe Ratio | -1.69 |
| Sortino | -5.75 |
| Treynor | -2.2 |
| Ulcer Index | 7.17 |
| Ulcer Performance Index | -3.55 |