MRIGX
Meridian Growth-Inv
$33.32
-0.27 (-0.80%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 1132.01M |
| 52 Week High | 34.65 |
| 52 Week Low | 27.79 |
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Key Data
| Symbol | MRIGX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 33.32 |
| Price Yesterday | 33.59 |
| Market Cap | 1,132.01 |
| YTD Return | -0.95% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0094 |
Overview
| 52 Week High | 34.65 |
|---|---|
| 52 Week Low | 27.79 |
| Market Cap | 1,132.01M |
| Shares Outstanding | 33.97M |
| 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 | -86.94% |
|---|---|
| Five Days | -17.84% |
| One Months | -24.76% |
| Three Months | -7.78% |
| Six Months | 2.17% |
| Nine Months | 15.68% |
| One Year | 0.63% |
| Three Years | -7.12% |
| Five Years | 4.47% |
| Ten Years | 7.47% |
| YTD | -1.84% |
| Since Inception | 7.58% |
Returns Total
| One Day | -0.80% |
|---|---|
| Five Days | -0.39% |
| One Month | -2.23% |
| Three Months | -1.97% |
| Six Months | 1.06% |
| Nine Months | 11.40% |
| One Year | 0.63% |
| Three Years | -19.80% |
| Five Years | 24.36% |
| Ten Years | 105.19% |
| YTD | -0.95% |
| Since Inception | 117.04% |
Yearly Returns
| 2024 | -0.95% |
|---|---|
| 2023 | 15.24% |
| 2022 | -29.31% |
| 2021 | 15.01% |
| 2020 | 24.92% |
| 2019 | 27.60% |
| 2018 | -6.96% |
| 2017 | 25.55% |
| 2016 | 16.18% |
| 2015 | -5.51% |
Risk against SP-DA
| Alpha | -23.71% |
|---|---|
| Beta | 0.81 |
| Correlation | 59.01% |
| Downside Deviation | 4.33% |
| Coefficient of determination | 34.82% |
| Standard Deviation | 4.43% |
| Sharpe Ratio | -1.83 |
| Sortino | -6.48 |
| Treynor | -5.84 |
| Ulcer Index | 8.16 |
| Ulcer Performance Index | -3.44 |