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Meridian Contrarian Investor (MFCIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.59+0.55 (+1.57%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.14%
5-year average return8.46%
Number of years up7
Number of years down3
Best 1-yr total return (22 Apr 2024)26.06%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return26.06%
Worst 3-yr total return5.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMFCIXCategory
YTD6.25%17.04%
1-month5.05%-0.01%
3-month6.25%5.47%
1-year12.99%50.44%
3-year3.18%13.15%
5-year10.44%13.75%
10-year9.99%11.35%
Last bull market51.31%25.95%
Last bear market-16.52%-22.55%

Annual total return (%) history

Year
MFCIXCategory
2024
N/AN/A
2023
12.29%N/A
2022
-16.86%N/A
2021
26.06%N/A
2020
23.71%12.39%
2019
23.53%26.21%
2018
-7.44%-11.15%
2017
24.51%15.93%
2016
16.40%14.14%
2015
-3.67%-4.75%
2014
5.99%7.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.25%N/AN/AN/A
20235.59%4.17%-6.15%8.78%
2022-5.29%-16.52%-3.29%8.73%
202113.84%5.76%-3.38%8.36%
2020-30.94%29.41%7.91%28.28%
201916.30%-0.11%-3.09%9.72%
20182.35%5.18%5.79%-18.73%
20174.56%2.19%8.36%7.54%
20160.03%1.03%9.93%4.78%
20155.54%-1.34%-11.51%4.55%
20140.98%2.46%-4.60%7.38%

Rank in category (by total return)

YTD87
1-month33
3-month87
1-year93
3-year84
5-year65

Load adjusted returns

1-year12.99%
3-year3.18%
5-year10.44%
10-year9.99%