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Meridian Hedged Equity C (MRCEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.10-0.01 (+0.46%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.65%
5-year average return10.53%
Number of years up6
Number of years down2
Best 1-yr total return (25 June 2024)44.00%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return44.00%
Worst 3-yr total return3.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRCEXCategory
YTD4.60%6.64%
1-month2.61%1.03%
3-month1.33%3.58%
1-year16.16%16.67%
3-year3.30%6.96%
5-year11.79%6.01%
10-year11.22%4.42%
Last bull market15.44%12.48%
Last bear market-12.88%-10.95%

Annual total return (%) history

Year
MRCEXCategory
2024
N/AN/A
2023
18.11%N/A
2022
-17.21%N/A
2021
14.05%N/A
2020
25.30%7.16%
2019
44.00%11.34%
2018
-1.46%-3.45%
2017
26.83%6.02%
2016
10.29%3.31%
2015
N/A-1.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.24%N/AN/AN/A
20236.82%3.28%-1.55%8.73%
2022-5.21%-12.88%-5.01%5.54%
20212.50%7.13%0.58%3.26%
2020-14.45%21.58%10.30%9.21%
201920.70%7.83%4.29%6.08%
2018-0.38%16.71%4.12%-18.60%
20174.85%2.20%7.80%9.79%
2016-3.86%4.83%7.48%1.81%
20153.53%N/AN/AN/A

Rank in category (by total return)

YTD70
1-month58
3-month94
1-year50
3-year86
5-year2

Load adjusted returns

1-year15.16%
3-year3.30%
5-year11.79%
10-year11.22%