MFCIX
Meridian Contrarian-Inv
$36.13
-0.23 (-0.63%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 561.558M |
| 52 Week High | 38.25 |
| 52 Week Low | 30.27 |
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Key Data
| Symbol | MFCIX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 36.13 |
| Price Yesterday | 36.36 |
| Market Cap | 561.56 |
| YTD Return | 0.36% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0119 |
Overview
| 52 Week High | 38.25 |
|---|---|
| 52 Week Low | 30.27 |
| Market Cap | 561.56M |
| Shares Outstanding | 15.54M |
| Income Dividend Yield | 0.43% |
| Long Term Dividend Yield | 5.04% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.47% |
Returns Annualized
| One Day | -79.82% |
|---|---|
| Five Days | 25.10% |
| One Months | -14.45% |
| Three Months | -14.61% |
| Six Months | 5.88% |
| Nine Months | 15.42% |
| One Year | 3.55% |
| Three Years | -0.38% |
| Five Years | 9.25% |
| Ten Years | 9.14% |
| YTD | 0.70% |
| Since Inception | 9.24% |
Returns Total
| One Day | -0.63% |
|---|---|
| Five Days | 0.44% |
| One Month | -1.23% |
| Three Months | -3.81% |
| Six Months | 2.85% |
| Nine Months | 11.21% |
| One Year | 3.54% |
| Three Years | -1.14% |
| Five Years | 55.46% |
| Ten Years | 139.18% |
| YTD | 0.36% |
| Since Inception | 155.23% |
Yearly Returns
| 2024 | 0.36% |
|---|---|
| 2023 | 12.29% |
| 2022 | -16.86% |
| 2021 | 26.06% |
| 2020 | 23.71% |
| 2019 | 23.54% |
| 2018 | -7.44% |
| 2017 | 24.52% |
| 2016 | 15.84% |
| 2015 | -3.67% |
Risk against SP-DA
| Alpha | -24.57% |
|---|---|
| Beta | 0.97 |
| Correlation | 71.90% |
| Downside Deviation | 4.41% |
| Coefficient of determination | 51.69% |
| Standard Deviation | 4.36% |
| Sharpe Ratio | -1.67 |
| Sortino | -5.71 |
| Treynor | -1.88 |
| Ulcer Index | 7.11 |
| Ulcer Performance Index | -3.54 |