MRIEX
Meridian Hedged Equity-Inv
$13.70
0.03 (0.22%)
Currency in USD / Last Updated: 4/23/2024
Category | Large Cap Growth |
---|---|
Market Cap | 45.077M |
52 Week High | 14.04 |
52 Week Low | 11.738 |
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Key Data
Symbol | MRIEX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 13.7 |
Price Yesterday | 13.67 |
Market Cap | 45.08 |
YTD Return | 2.93% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0.02 |
Prospectus | 0.0126 |
Overview
52 Week High | 14.04 |
---|---|
52 Week Low | 11.74 |
Market Cap | 45.08M |
Shares Outstanding | 3.29M |
Income Dividend Yield | 0.07% |
Long Term Dividend Yield | 0.44% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.51% |
Returns Annualized
One Day | 73.84% |
---|---|
Five Days | 24.79% |
One Months | -17.42% |
Three Months | 8.62% |
Six Months | 29.86% |
Nine Months | 12.65% |
One Year | 15.17% |
Three Years | 3.00% |
Five Years | 11.61% |
Ten Years | 11.40% |
YTD | 9.79% |
Since Inception | 11.30% |
Returns Total
One Day | 0.22% |
---|---|
Five Days | 0.44% |
One Month | -1.58% |
Three Months | 2.09% |
Six Months | 13.83% |
Nine Months | 9.39% |
One Year | 15.16% |
Three Years | 9.22% |
Five Years | 73.05% |
Ten Years | 193.68% |
YTD | 2.93% |
Since Inception | 204.44% |
Yearly Returns
2024 | 2.93% |
---|---|
2023 | 18.93% |
2022 | -16.62% |
2021 | 15.11% |
2020 | 25.89% |
2019 | 45.25% |
2018 | -0.96% |
2017 | 26.31% |
2016 | 10.40% |
2015 | -5.14% |
Risk against SP-DA
Alpha | -4.93% |
---|---|
Beta | 0.77 |
Correlation | 95.62% |
Downside Deviation | 1.63% |
Coefficient of determination | 91.42% |
Standard Deviation | 2.75% |
Sharpe Ratio | -0.99 |
Sortino | -5.8 |
Treynor | 12.79 |
Ulcer Index | 1.91 |
Ulcer Performance Index | -4.94 |