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Meridian Growth Investor (MRIGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.52+0.07 (+0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.36%
5-year average return4.36%
Number of years up7
Number of years down3
Best 1-yr total return (4 July 2024)27.59%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return27.59%
Worst 3-yr total return-2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRIGXCategory
YTD0.33%12.40%
1-month-0.59%3.37%
3-month-1.86%4.88%
1-year0.39%55.69%
3-year-6.63%19.34%
5-year4.59%20.72%
10-year7.52%13.98%
Last bull market22.95%27.85%
Last bear market-22.26%-24.06%

Annual total return (%) history

Year
MRIGXCategory
2024
N/AN/A
2023
15.24%N/A
2022
-29.31%N/A
2021
15.01%N/A
2020
24.92%38.62%
2019
27.59%27.68%
2018
-6.96%-5.76%
2017
25.55%21.50%
2016
16.18%11.20%
2015
-5.51%-2.41%
2014
9.09%2.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.23%-1.86%N/AN/A
202311.17%3.61%-9.93%11.10%
2022-8.62%-22.26%-4.90%4.64%
20219.04%5.91%-2.13%1.77%
2020-30.46%32.96%9.05%23.88%
201918.28%1.21%-2.24%9.03%
20181.67%6.38%5.67%-18.59%
20177.04%5.67%5.09%5.62%
20162.36%4.04%7.70%1.30%
20152.40%1.35%-11.62%3.02%
2014-1.61%3.14%-2.36%10.09%

Rank in category (by total return)

YTD82
1-month62
3-month36
1-year92
3-year71
5-year88

Load adjusted returns

1-year0.39%
3-year-6.63%
5-year4.59%
10-year7.52%