MEIFX
Meridian Hedged Equity-Legacy
$13.69
0.00 (0.00%)
Currency in USD / Last Updated: 4/17/2024
Category | Large Cap Growth |
---|---|
Market Cap | 44.879M |
52 Week High | 14.1 |
52 Week Low | 11.767 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | MEIFX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 13.69 |
Price Yesterday | 13.69 |
Market Cap | 44.88 |
YTD Return | 2.47% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0.02 |
Prospectus | 0.0126 |
Overview
52 Week High | 14.10 |
---|---|
52 Week Low | 11.77 |
Market Cap | 44.88M |
Shares Outstanding | 3.28M |
Income Dividend Yield | 0.16% |
Long Term Dividend Yield | 0.44% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.60% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -48.26% |
One Months | -11.75% |
Three Months | 12.61% |
Six Months | 22.82% |
Nine Months | 11.15% |
One Year | 15.09% |
Three Years | 3.02% |
Five Years | 11.93% |
Ten Years | 11.42% |
YTD | 8.67% |
Since Inception | 9.14% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -1.30% |
One Month | -1.08% |
Three Months | 3.01% |
Six Months | 10.72% |
Nine Months | 8.29% |
One Year | 15.07% |
Three Years | 9.32% |
Five Years | 75.47% |
Ten Years | 194.03% |
YTD | 2.47% |
Since Inception | 434.77% |
Yearly Returns
2024 | 2.47% |
---|---|
2023 | 18.96% |
2022 | -16.50% |
2021 | 14.92% |
2020 | 26.22% |
2019 | 44.98% |
2018 | -0.65% |
2017 | 26.46% |
2016 | 10.29% |
2015 | -5.06% |
Risk against SP-DA
Alpha | -3.35% |
---|---|
Beta | 0.75 |
Correlation | 93.41% |
Downside Deviation | 1.63% |
Coefficient of determination | 87.26% |
Standard Deviation | 2.71% |
Sharpe Ratio | -0.83 |
Sortino | -4.79 |
Treynor | 13.03 |
Ulcer Index | 1.84 |
Ulcer Performance Index | -4.24 |