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MERDX: MERIDIAN GROWTH FUND LEGACY CLASS (MUTUAL FUND)
Basic Info 32.1 0.11(0.34%) June 08
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 09/16/1985 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 8.24% |
| Expenses | 0.85% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/16/1985 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 2.7 | 1.1 | 2.2 | -2.7 | 6.9 | 7.9 | 8.0 | 9.9 | -6.3 | 6.3 | 15.3 | -29.1 | 15.6 | 24.9 | 27.7 | -7.3 | 25.6 | 16.3 | -5.5 | 9.7 | 28.9 | 12.5 | 1.1 | 31.4 | 36.2 | -30.2 | 5.5 | 15.8 | 0.3 | 14.5 | 47.9 | -17.8 | 3.8 | 28.2 | 13.4 | 3.5 | 19.2 | 11.2 | 20.3 | -2.2 | 12.4 | 12.4 | 44.4 | -1.9 | 14.5 | 18.1 | -7.8 | 13.1 | 14.3 |
| Sharpe Ratio | NA | 0.25 | -0.01 | -0.05 | -0.25 | 0.25 | NA | NA | 0.41 | -0.43 | 0.17 | 0.69 | -1.03 | 0.89 | 0.65 | 1.8 | -0.52 | 2.43 | 0.94 | -0.39 | 0.73 | 2.4 | 0.86 | 0.04 | 1.64 | 1.39 | -0.82 | 0.16 | 0.93 | -0.16 | 0.91 | 2.69 | -0.83 | 0.05 | 1.01 | 0.75 | 0.0 | 1.33 | 0.82 | 2.12 | -0.6 | 1.07 | 0.83 | 2.53 | -0.49 | 0.67 | 0.8 | -0.4 | 0.74 | 6.67 |
| Draw Down(%) | NA | 14.1 | 14.5 | 24.4 | 37.9 | 40.6 | NA | NA | 48.5 | 23.4 | 8.5 | 19.8 | 33.5 | 11.7 | 40.6 | 8.6 | 24.3 | 5.0 | 12.9 | 14.6 | 7.3 | 5.0 | 10.1 | 23.0 | 12.8 | 19.0 | 44.3 | 9.5 | 11.8 | 10.3 | 13.4 | 11.4 | 30.0 | 24.5 | 9.9 | 9.2 | 30.8 | 8.6 | 9.8 | 4.7 | 8.3 | 9.2 | 16.8 | 8.7 | 26.7 | 13.8 | 10.3 | 40.3 | 17.0 | 2.7 |
| Standard Deviation(%) | NA | 18.6 | 17.4 | 18.2 | 20.9 | 21.2 | NA | NA | 18.8 | 21.4 | 16.0 | 17.0 | 29.8 | 17.4 | 37.7 | 14.6 | 16.6 | 10.3 | 17.0 | 14.2 | 13.4 | 12.0 | 14.7 | 26.8 | 19.1 | 26.0 | 37.9 | 14.6 | 13.4 | 12.4 | 14.8 | 17.5 | 22.8 | 24.5 | 23.8 | 13.3 | 18.2 | 11.7 | 9.1 | 7.7 | 8.8 | 9.5 | 11.9 | 15.9 | 15.2 | 12.7 | 16.3 | 30.2 | 11.8 | 8.0 |
| Treynor Ratio | NA | 0.05 | 0.0 | -0.01 | -0.06 | 0.06 | NA | NA | 0.09 | -0.1 | 0.03 | 0.13 | -0.34 | 0.19 | 0.25 | 0.29 | -0.1 | 0.23 | 0.16 | -0.07 | 0.11 | 0.33 | 0.14 | 0.01 | 0.37 | 0.43 | -0.41 | 0.03 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.02 | -0.04 | -0.03 | -0.01 | NA | NA | 0.02 | -0.06 | -0.03 | -0.02 | -0.02 | 0.0 | -0.02 | -0.01 | -0.01 | 0.01 | 0.04 | -0.02 | -0.01 | 0.0 | 0.0 | 0.02 | 0.02 | 0.0 | 0.04 | -0.03 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.86 | 0.89 | 0.9 | 0.9 | 0.92 | NA | NA | 0.87 | 0.9 | 0.92 | 0.93 | 0.9 | 0.81 | 0.98 | 0.92 | 0.87 | 1.09 | 0.97 | 0.82 | 0.89 | 0.88 | 0.88 | 0.93 | 0.84 | 0.85 | 0.76 | 0.79 | 0.8 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.81 | 0.69 | 0.79 | 0.85 | 0.84 | NA | NA | 0.53 | 0.79 | 0.76 | 0.84 | 0.94 | 0.71 | 0.86 | 0.76 | 0.9 | 0.74 | 0.83 | 0.83 | 0.82 | 0.93 | 0.93 | 0.96 | 0.95 | 0.95 | 0.87 | 0.87 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 8.1 | 2.9 | 5.3 | 8.0 | 8.6 | 8.7 | N/A | 7.8 | 0.1 | 0.0 | 8.5 | 15.6 | 1.1 | 10.7 | 13.0 | 8.3 | 0.7 | 10.4 | 11.6 | 32.5 | 16.8 | 7.4 | 0.2 | 0.5 | 3.2 | 9.2 | 8.5 | 2.2 | 1.7 | 3.9 | 2.3 | 1.2 | 17.2 | 8.0 | 21.8 | 17.2 | 10.5 | 1.2 | 0.7 | 1.3 | 0.2 | 0.6 | 2.3 | 3.5 | 0.0 | 9.0 | 9.5 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | 6315.9 | -75.9 | 14.3 | -32.3 | 79.9 | 133.3 | N/A | 6315.9 | N/A | -100.0 | -44.6 | 1655.5 | -88.1 | -34.9 | 85.2 | 1364.2 | -94.6 | -12.8 | -67.6 | 88.2 | 110.3 | 4479.5 | -47.1 | -88.3 | -67.5 | 16.1 | 290.0 | 43.4 | -39.0 | 38.3 | 107.5 | -92.5 | 122.3 | -70.9 | 29.5 | 64.4 | 913.0 | 76.0 | -42.2 | 791.2 | -62.6 | -74.3 | -25.9 | N/A | -100.0 | 0.8 | 1130.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/16/1985
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