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Meridian Small Cap Growth C (MSGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.65+0.06 (+0.57%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.28%
5-year average return4.24%
Number of years up6
Number of years down2
Best 1-yr total return (20 June 2024)26.61%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return26.61%
Worst 3-yr total return-3.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSGCXCategory
YTD2.26%12.40%
1-month3.63%3.37%
3-month-0.37%4.88%
1-year9.37%55.69%
3-year-6.05%19.34%
5-year5.48%20.72%
10-year7.62%13.98%
Last bull market30.58%27.85%
Last bear market-20.44%-24.06%

Annual total return (%) history

Year
MSGCXCategory
2024
N/AN/A
2023
12.98%N/A
2022
-25.53%N/A
2021
6.75%N/A
2020
26.61%38.62%
2019
17.94%27.68%
2018
-0.37%-5.76%
2017
21.65%21.50%
2016
19.20%11.20%
2015
N/A-2.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.74%N/AN/AN/A
20236.70%4.29%-10.52%13.46%
2022-9.46%-20.44%-3.40%7.01%
20217.53%6.90%-1.38%-5.83%
2020-31.76%33.33%8.60%28.13%
201912.94%-2.78%-4.59%12.59%
20182.38%9.54%6.93%-16.91%
20174.19%6.11%6.50%3.31%
2016-0.54%5.39%11.07%2.38%
20150.47%N/AN/AN/A

Rank in category (by total return)

YTD74
1-month64
3-month60
1-year92
3-year74
5-year91

Load adjusted returns

1-year8.37%
3-year-6.05%
5-year5.48%
10-year7.62%