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Meritage Growth Equity Fund Investor Shares (MPGEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.910.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return9.03%
5-year average return11.91%
Number of years up5
Number of years down1
Best 1-yr total return (3 Feb 2019)32.50%
Worst 1-yr total return (3 Feb 2019)-4.21%
Best 3-yr total return32.50%
Worst 3-yr total return8.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMPGEXCategory
YTD4.62%12.38%
1-month3.21%5.09%
3-month23.76%10.28%
1-year17.19%41.70%
3-year13.81%22.56%
5-year12.79%21.98%
10-year0.00%15.99%
Last bull market0.00%25.99%
Last bear market0.00%-17.29%

Annual total return (%) history

Year
MPGEXCategory
2020
N/A35.86%
2019
32.50%31.90%
2018
-4.21%-2.09%
2017
25.65%27.67%
2016
11.30%3.23%
2015
1.52%3.60%
2014
11.72%10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-15.46%23.76%N/AN/A
201915.62%2.31%0.46%11.49%
20180.76%3.44%10.19%-16.59%
20178.47%4.35%4.89%5.83%
20160.99%1.78%6.11%2.05%
20153.48%-0.17%-5.79%4.32%
20141.38%2.82%1.04%6.07%

Rank in category (by total return)

YTD64
1-month61
3-month72
1-year52
3-year67
5-year54

Load adjusted returns

1-year17.19%
3-year13.81%
5-year12.79%
10-yearN/A