Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRIEX (MERIDIAN EQUITY INCOME FUND INVESTOR CLASS) | 3.75% | 6.53% | 10.97% | -0.52% | 8.82% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRIEX (MERIDIAN EQUITY INCOME FUND INVESTOR CLASS) | 11/19/2013 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 6.53 | 10.97 | -0.52 | 8.82 | NA | NA | … | … | 3.75 | 6.67 | 13.14 | 18.94 | -23.73 | -8.39 | 10.88 | 45.24 | -1.51 | 27.72 | 11.08 | -1.12 | 5.30 | 1.45 |
| Sharpe Ratio | NA | 0.55 | 0.72 | -0.18 | 0.38 | NA | NA | … | … | 0.59 | 0.29 | 0.98 | 1.49 | -1.17 | -0.34 | 0.33 | 2.78 | -0.12 | 2.62 | 0.81 | -0.08 | 0.52 | 1.35 |
| Standard Deviation(%) | NA | 9.45 | 10.87 | 16.85 | 18.82 | NA | NA | … | … | 9.73 | 13.22 | 9.71 | 10.32 | 21.60 | 24.45 | 31.93 | 15.72 | 25.02 | 10.36 | 13.41 | 14.82 | 10.10 | 10.21 |
| Draw Down(%) | NA | 4.74 | 11.14 | 41.95 | 41.95 | NA | NA | … | … | 3.61 | 11.14 | 5.09 | 5.95 | 25.80 | 23.07 | 26.36 | 7.19 | 28.68 | 4.46 | 15.18 | 12.66 | 6.30 | 3.16 |
| Yield(%) | 0.00 | 6.94 | 7.99 | 3.42 | 9.22 | 6.68 | 5.01 | … | … | 0.00 | 7.28 | 14.48 | 0.62 | 0.00 | 0.00 | 0.00 | 41.49 | 9.55 | 1.38 | 0.72 | 4.03 | 19.26 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRIEX (MERIDIAN EQUITY INCOME FUND INVESTOR CLASS) |
-9.91%
Nov 2020 – Nov 2023 |
-1.90%
Nov 2020 – Nov 2025 |
6.89%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRIEX (MERIDIAN EQUITY INCOME FUND INVESTOR CLASS) |
26.78%
Nov 2018 – Nov 2021 |
20.27%
Feb 2016 – Feb 2021 |
9.80%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart