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Meridian Contrarian Investor (MFCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.22+0.03 (+0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.61%
5-year average return9.47%
Number of years up7
Number of years down3
Best 1-yr total return (17 June 2024)26.06%
Worst 1-yr total return (17 June 2024)N/A
Best 3-yr total return26.06%
Worst 3-yr total return5.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFCIXCategory
YTD2.58%17.04%
1-month3.88%-0.01%
3-month1.43%5.47%
1-year10.71%50.44%
3-year0.01%13.15%
5-year10.96%13.75%
10-year9.74%11.35%
Last bull market24.61%25.95%
Last bear market-16.52%-22.55%

Annual total return (%) history

Year
MFCIXCategory
2024
N/AN/A
2023
12.29%N/A
2022
-16.86%N/A
2021
26.06%N/A
2020
23.71%12.39%
2019
23.53%26.21%
2018
-7.44%-11.15%
2017
24.51%15.93%
2016
16.40%14.14%
2015
-3.67%-4.75%
2014
5.99%7.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.25%N/AN/AN/A
20235.59%4.17%-6.15%8.78%
2022-5.29%-16.52%-3.29%8.73%
202113.84%5.76%-3.38%8.36%
2020-30.94%29.41%7.91%28.28%
201916.30%-0.11%-3.09%9.72%
20182.35%5.18%5.79%-18.73%
20174.56%2.19%8.36%7.54%
20160.03%1.03%9.93%4.78%
20155.54%-1.34%-11.51%4.55%
20140.98%2.46%-4.60%7.38%

Rank in category (by total return)

YTD89
1-month39
3-month62
1-year99
3-year89
5-year56

Load adjusted returns

1-year10.71%
3-year0.01%
5-year10.96%
10-year9.74%