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Meridian Small Cap Growth Fund (MISGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.40+0.13 (+1.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.31%
5-year average return5.46%
Number of years up8
Number of years down2
Best 1-yr total return (27 Jun 2024)27.78%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return27.78%
Worst 3-yr total return-2.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMISGXCategory
YTD2.81%12.40%
1-month3.75%3.37%
3-month0.00%4.88%
1-year10.46%55.69%
3-year-5.09%19.34%
5-year6.50%20.72%
10-year8.66%13.98%
Last bull market31.22%27.85%
Last bear market-20.27%-24.06%

Annual total return (%) history

Year
MISGXCategory
2024
N/AN/A
2023
14.02%N/A
2022
-24.79%N/A
2021
7.79%N/A
2020
27.78%38.62%
2019
18.92%27.68%
2018
0.71%-5.76%
2017
22.83%21.50%
2016
20.36%11.20%
2015
-6.74%-2.41%
2014
20.28%2.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.11%N/AN/AN/A
20236.96%4.57%-10.26%13.59%
2022-9.20%-20.27%-3.24%7.38%
20217.83%7.12%-1.12%-5.62%
2020-31.61%33.61%8.89%28.42%
201913.20%-2.67%-4.33%12.82%
20182.63%9.83%7.23%-16.68%
20174.51%6.36%6.71%3.55%
2016-0.18%5.52%11.39%2.58%
20153.67%2.05%-12.41%0.65%
20146.60%4.58%-4.55%13.03%

Rank in category (by total return)

YTD71
1-month63
3-month53
1-year89
3-year70
5-year83

Load adjusted returns

1-year10.46%
3-year-5.09%
5-year6.50%
10-year8.66%