Australia markets closed

Meridian Hedged Equity Investor (MRIEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
14.16-0.04 (-0.28%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.69%
5-year average return11.32%
Number of years up7
Number of years down3
Best 1-yr total return (26 June 2024)45.24%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return45.24%
Worst 3-yr total return4.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRIEXCategory
YTD5.03%6.64%
1-month2.64%1.03%
3-month1.53%3.58%
1-year17.12%16.67%
3-year4.11%6.96%
5-year12.62%6.01%
10-year12.04%4.42%
Last bull market15.88%12.48%
Last bear market-12.71%-10.95%

Annual total return (%) history

Year
MRIEXCategory
2024
N/AN/A
2023
18.94%N/A
2022
-16.62%N/A
2021
15.11%N/A
2020
25.89%7.16%
2019
45.24%11.34%
2018
-0.96%-3.45%
2017
27.71%6.02%
2016
11.08%3.31%
2015
-1.12%-1.77%
2014
5.30%2.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.48%N/AN/AN/A
20237.02%3.41%-1.37%8.96%
2022-5.08%-12.71%-4.83%5.75%
20212.80%7.31%0.84%3.48%
2020-14.33%21.54%10.52%9.39%
201920.97%8.11%4.35%6.43%
2018-0.25%16.69%4.41%-18.50%
20174.98%2.41%7.94%10.05%
2016-3.75%5.17%7.59%2.00%
20152.81%0.89%-8.06%3.69%
20141.58%2.96%-0.55%1.24%

Rank in category (by total return)

YTD64
1-month57
3-month88
1-year40
3-year78
5-year1

Load adjusted returns

1-year17.12%
3-year4.11%
5-year12.62%
10-year12.04%