MERDX
Meridian Growth-Legacy
$34.19
-0.01 (-0.03%)
Currency in USD / Last Updated: 5/10/2024
Category | Small Cap Growth |
---|---|
Market Cap | 1182.218M |
52 Week High | 35.25 |
52 Week Low | 28.28 |
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Key Data
Symbol | MERDX |
---|---|
Type | Mutual Fund |
Category | Small Cap Growth |
Price | 34.19 |
Price Yesterday | 34.2 |
Market Cap | 1,182.22 |
YTD Return | -0.12% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0.02 |
Prospectus | 0.0088 |
Overview
52 Week High | 35.25 |
---|---|
52 Week Low | 28.28 |
Market Cap | 1,182.22M |
Shares Outstanding | 34.58M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.00% |
Returns Annualized
One Day | -7.11% |
---|---|
Five Days | 65.57% |
One Months | 11.76% |
Three Months | -1.85% |
Six Months | 37.75% |
Nine Months | 4.55% |
One Year | 5.99% |
Three Years | -6.02% |
Five Years | 4.76% |
Ten Years | 8.27% |
YTD | -0.32% |
Since Inception | 11.19% |
Returns Total
One Day | -0.03% |
---|---|
Five Days | 1.00% |
One Month | 0.97% |
Three Months | -0.47% |
Six Months | 17.05% |
Nine Months | 3.39% |
One Year | 5.98% |
Three Years | -16.99% |
Five Years | 26.13% |
Ten Years | 121.12% |
YTD | -0.12% |
Since Inception | 3,203.38% |
Yearly Returns
2024 | -0.12% |
---|---|
2023 | 15.29% |
2022 | -29.25% |
2021 | 15.11% |
2020 | 24.93% |
2019 | 27.62% |
2018 | -6.91% |
2017 | 25.63% |
2016 | 16.28% |
2015 | -5.32% |
Risk against SP-DA
Alpha | -21.67% |
---|---|
Beta | 0.97 |
Correlation | 71.56% |
Downside Deviation | 4.42% |
Coefficient of determination | 51.21% |
Standard Deviation | 4.56% |
Sharpe Ratio | -1.41 |
Sortino | -5.04 |
Treynor | 0.63 |
Ulcer Index | 8.11 |
Ulcer Performance Index | -2.75 |