Nasdaq - Delayed Quote
USD
Meridian Growth Legacy (MERDX)
29.53
-0.90
(-2.96%)
At close: 8:08:27 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.69% |
|---|---|
| 5y Average Return | -4.93% |
| Number of Years Up | 34 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Oct 29, 2026) | 28.53% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 28.53% |
| Worst 3Y Total Return | -4.65% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MERDX
Category
- YTD
- -3.65%
- 12.40%
- 1-Month
- -5.52%
- 3.37%
- 3-Month
- -12.16%
- 4.88%
- 1-Year
- -4.02%
- 55.69%
- 3-Year
- 2.15%
- 19.34%
- 5-Year
- -4.45%
- 20.72%
- 10-Year
- 5.46%
- 13.98%
- Last Bull Market
- 4.03%
- 27.85%
- Last Bear Market
- -22.24%
- -24.06%
Annual Total Return (%) History
Year
MERDX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-7.90% | 19.10% | -12.16% | -- |
|
2025
|
-8.01% | 4.10% | -1.78% | -0.39% |
|
2024
|
2.25% | -1.86% | 6.78% | -0.81% |
|
2023
|
11.18% | 3.60% | -9.91% | 11.10% |
|
2022
|
-8.60% | -22.24% | -4.92% | 4.69% |
|
2021
|
9.06% | 5.96% | -2.13% | 1.78% |
|
2020
|
-30.45% | 32.96% | 9.04% | 23.90% |
|
2019
|
18.31% | 1.20% | -2.24% | 9.04% |
|
2018
|
1.68% | 6.40% | 5.71% | -18.60% |
|
2017
|
7.02% | 5.71% | 5.11% | 5.65% |
Rank in Category (By Total Return)
| YTD | 96 |
| 1-Month | 79 |
|---|---|
| 3-Month | 74 |
| 1-Year | 94 |
| 3-Year | 98 |
| 5-Year | 95 |
Load Adjusted Returns
| 1-Year | -4.02% |
| 3-Year | 2.15% |
|---|---|
| 5-Year | -4.45% |
| 10-Year | 5.46% |
Performance & Risk
| YTD Return | -2.69% |
| 5y Average Return | -4.93% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.19 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Meridian |
| Net Assets | 445.89M |
| YTD Return | -3.65% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Aug 01, 1984 |
Fund Summary
Under normal circumstances, the fund emphasizes small- and mid-capitalization growth companies that the Investment Adviser believes may have prospects for above-average growth in revenues and earnings because of many factors, including high sales growth, high unit growth, industry growth, high or improving returns on assets and equity and a strong balance sheet. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.
