Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MSGCX (MERIDIAN SMALL CAP GROWTH FUND CLASS C) | NA | 25.44% | -2.34% | 3.02% | 3.00% | NA | NA | … | … |
Data as of 06/07/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MSGCX (MERIDIAN SMALL CAP GROWTH FUND CLASS C) | 06/21/1996 | 06/07/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.44 | -2.34 | 3.02 | 3.00 | NA | NA | … | … | 3.11 | 8.19 | 29.44 | -39.29 | 14.58 | 17.62 | 9.74 | 11.26 | 27.24 | -18.97 | -15.51 | -10.22 | 22.61 | 18.46 | 15.64 | 3.54 |
| Sharpe Ratio | NA | 1.62 | -0.10 | 0.08 | 0.09 | NA | NA | … | … | 0.55 | 0.43 | 1.16 | -1.12 | 0.67 | 1.12 | 0.83 | 0.93 | 2.21 | -1.13 | -1.28 | -1.10 | 1.82 | 1.02 | -1.72 | 0.22 |
| Standard Deviation(%) | NA | 15.66 | 27.30 | 23.75 | 19.27 | NA | NA | … | … | 13.49 | 18.87 | 25.20 | 35.86 | 17.31 | 12.89 | 9.13 | 11.05 | 12.00 | 17.72 | 14.11 | 12.95 | 10.68 | 14.81 | 22.97 | 15.24 |
| Draw Down(%) | NA | 7.94 | 50.81 | 56.54 | 56.54 | NA | NA | … | … | 7.94 | 15.86 | 25.72 | 49.34 | 12.73 | 15.44 | 6.73 | 8.76 | 12.78 | 27.45 | 26.57 | 13.92 | 7.43 | 19.94 | 13.66 | 6.51 |
| Yield(%) | 0.00 | 0.00 | 0.01 | 0.30 | 0.18 | 3.76 | 2.82 | … | … | 0.00 | 0.05 | 0.00 | 0.00 | 1.03 | 0.28 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 15.03 | 7.83 | 6.94 | 14.87 | 6.57 |
Data as of 06/07/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGCX (MERIDIAN SMALL CAP GROWTH FUND CLASS C) |
-16.59%
Mar 2000 – Mar 2003 |
-6.01%
Mar 1998 – Mar 2003 |
-2.03%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MSGCX (MERIDIAN SMALL CAP GROWTH FUND CLASS C) |
20.70%
Mar 2003 – Mar 2006 |
17.50%
Oct 2002 – Oct 2007 |
7.50%
Oct 1997 – Oct 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart