Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRIGX (MERIDIAN GROWTH FUND INVESTOR CLASS) | 1.11% | -1.51% | 1.10% | -3.35% | 6.67% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRIGX (MERIDIAN GROWTH FUND INVESTOR CLASS) | 11/20/2013 | 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 (%) | -3.70 | -1.51 | 1.10 | -3.35 | 6.67 | NA | NA | … | … | 1.11 | -6.30 | 6.25 | 15.24 | -29.18 | 15.48 | 24.92 | 27.64 | -7.35 | 25.57 | 16.19 | -5.64 | 9.41 | 5.29 |
| Sharpe Ratio | NA | -0.01 | -0.06 | -0.26 | 0.25 | NA | NA | … | … | 0.25 | -0.43 | 0.17 | 0.69 | -1.03 | 0.89 | 0.65 | 1.80 | -0.53 | 2.42 | 0.94 | -0.40 | 0.70 | 7.32 |
| Standard Deviation(%) | NA | 17.42 | 18.23 | 20.91 | 21.20 | NA | NA | … | … | 18.57 | 21.39 | 15.93 | 17.04 | 29.82 | 17.43 | 37.76 | 14.56 | 16.62 | 10.32 | 16.99 | 14.22 | 13.39 | 8.44 |
| Draw Down(%) | NA | 14.53 | 24.40 | 37.95 | 40.65 | NA | NA | … | … | 14.08 | 23.43 | 8.48 | 19.80 | 33.47 | 11.67 | 40.65 | 8.61 | 24.34 | 4.99 | 12.92 | 14.59 | 7.39 | 1.88 |
| Yield(%) | 0.00 | 8.22 | 2.92 | 5.38 | 8.24 | 6.59 | 4.94 | … | … | 0.00 | 7.94 | 0.13 | 0.00 | 8.61 | 15.80 | 1.10 | 10.82 | 13.10 | 8.31 | 0.67 | 10.41 | 11.64 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRIGX (MERIDIAN GROWTH FUND INVESTOR CLASS) |
-7.20%
Apr 2021 – Apr 2024 |
-4.55%
Mar 2021 – Mar 2026 |
6.06%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRIGX (MERIDIAN GROWTH FUND INVESTOR CLASS) |
22.57%
Dec 2018 – Dec 2021 |
19.39%
Feb 2016 – Feb 2021 |
8.53%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart