MFCAX
Meridian Contrarian-A
$34.49
0.06 (0.17%)
Currency in USD / Last Updated: 4/25/2024
Category | MidCap |
---|---|
Market Cap | 565.001M |
52 Week High | 37.16 |
52 Week Low | 29.436 |
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Key Data
Symbol | MFCAX |
---|---|
Type | Mutual Fund |
Category | MidCap |
Price | 34.49 |
Price Yesterday | 34.43 |
Market Cap | 565.00 |
YTD Return | -1.43% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0.02 |
Prospectus | 0.0146 |
Overview
52 Week High | 37.16 |
---|---|
52 Week Low | 29.44 |
Market Cap | 565.00M |
Shares Outstanding | 16.38M |
Income Dividend Yield | 0.01% |
Long Term Dividend Yield | 5.28% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.30% |
Returns Annualized
One Day | 55.15% |
---|---|
Five Days | 207.75% |
One Months | -46.27% |
Three Months | -4.07% |
Six Months | 33.99% |
Nine Months | -3.20% |
One Year | 7.09% |
Three Years | -0.99% |
Five Years | 8.33% |
Ten Years | 9.18% |
YTD | -4.44% |
Since Inception | 8.96% |
Returns Total
One Day | 0.17% |
---|---|
Five Days | 2.25% |
One Month | -5.27% |
Three Months | -1.03% |
Six Months | 15.60% |
Nine Months | -2.42% |
One Year | 7.08% |
Three Years | -2.93% |
Five Years | 49.08% |
Ten Years | 140.25% |
YTD | -1.43% |
Since Inception | 144.16% |
Yearly Returns
2024 | -1.43% |
---|---|
2023 | 11.97% |
2022 | -17.04% |
2021 | 25.72% |
2020 | 23.47% |
2019 | 23.07% |
2018 | -7.64% |
2017 | 24.20% |
2016 | 15.51% |
2015 | -3.91% |
Risk against SP-DA
Alpha | -20.93% |
---|---|
Beta | 1.1 |
Correlation | 83.44% |
Downside Deviation | 4.49% |
Coefficient of determination | 69.62% |
Standard Deviation | 4.48% |
Sharpe Ratio | -1.22 |
Sortino | -4.2 |
Treynor | 1.55 |
Ulcer Index | 6.87 |
Ulcer Performance Index | -2.75 |