MFCIX
Meridian Contrarian-Inv
$35.73
0.22 (0.62%)
Currency in USD / Last Updated: 4/26/2024
Category | MidCap |
---|---|
Market Cap | 568.568M |
52 Week High | 38.25 |
52 Week Low | 30.27 |
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Key Data
Symbol | MFCIX |
---|---|
Type | Mutual Fund |
Category | MidCap |
Price | 35.73 |
Price Yesterday | 35.51 |
Market Cap | 568.57 |
YTD Return | -0.75% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0.02 |
Prospectus | 0.0119 |
Overview
52 Week High | 38.25 |
---|---|
52 Week Low | 30.27 |
Market Cap | 568.57M |
Shares Outstanding | 15.91M |
Income Dividend Yield | 0.43% |
Long Term Dividend Yield | 5.10% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.53% |
Returns Annualized
One Day | 374.92% |
---|---|
Five Days | 241.83% |
One Months | -40.22% |
Three Months | -1.99% |
Six Months | 34.93% |
Nine Months | -2.44% |
One Year | 8.53% |
Three Years | -0.70% |
Five Years | 8.64% |
Ten Years | 9.53% |
YTD | -2.32% |
Since Inception | 9.30% |
Returns Total
One Day | 0.62% |
---|---|
Five Days | 2.47% |
One Month | -4.39% |
Three Months | -0.50% |
Six Months | 16.00% |
Nine Months | -1.84% |
One Year | 8.53% |
Three Years | -2.08% |
Five Years | 51.24% |
Ten Years | 148.16% |
YTD | -0.75% |
Since Inception | 152.38% |
Yearly Returns
2024 | -0.75% |
---|---|
2023 | 12.29% |
2022 | -16.86% |
2021 | 26.06% |
2020 | 23.71% |
2019 | 23.54% |
2018 | -7.44% |
2017 | 24.52% |
2016 | 15.84% |
2015 | -3.67% |
Risk against SP-DA
Alpha | -21.91% |
---|---|
Beta | 1.12 |
Correlation | 85.13% |
Downside Deviation | 4.47% |
Coefficient of determination | 72.47% |
Standard Deviation | 4.49% |
Sharpe Ratio | -1.24 |
Sortino | -4.3 |
Treynor | 2.81 |
Ulcer Index | 6.84 |
Ulcer Performance Index | -2.81 |