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Meridian Contrarian Fund Investor Class (MFCIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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49.18+0.22 (+0.45%)
At close: 8:00PM EDT

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return10.92%
5-Year Average Return9.98%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)24.51%
Worst 1 Yr Total Return (Feb 3, 2019)-7.44%
Best 3-Yr Total Return24.51%
Worst 3-Yr Total Return5.92%

Trailing Returns (%) Vs. Benchmarks

ReturnMFCIXCategory
YTD16.47%10.93%
1-Month2.56%4.21%
3-Month11.25%10.93%
1-Year90.57%74.76%
3-Year17.75%12.39%
5-Year13.70%13.04%
10-Year0.00%10.72%
Last Bull Market28.43%25.90%
Last Bear Market-20.55%-22.59%

Annual Total Return (%) History

Year
MFCIXCategory
2021
N/AN/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
202113.84%N/AN/AN/A
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)

YTD4
1-Month4
3-Month4
1-Year7
3-Year9
5-Year4

Load Adjusted Returns

1-Year53.32%
3-Year15.65%
5-Year19.63%
10-Year13.46%