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MFCAX: MERIDIAN CONTRARIAN FUND CLASS A (MUTUAL FUND)
Basic Info 42.68 1.67(3.77%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 11/19/2013 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 13.36% |
| Expenses | 1.12% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 12.3 | 28.8 | 14.9 | 1.4 | 9.5 | 8.3 | 17.2 | 9.4 | 12.1 | -25.8 | 9.2 | 20.1 | 23.1 | -8.2 | 24.3 | 15.9 | -4.0 | 6.2 | 4.2 |
| Sharpe Ratio | NA | 1.3 | 1.35 | 0.6 | -0.05 | 0.36 | 0.34 | 0.63 | 0.35 | 0.53 | -1.02 | 0.43 | 0.49 | 1.6 | -0.54 | 2.41 | 0.98 | -0.27 | 0.47 | 4.77 |
| Draw Down(%) | NA | 11.6 | 11.6 | 24.9 | 40.2 | 42.1 | 42.1 | 22.6 | 9.4 | 17.8 | 28.5 | 17.3 | 42.1 | 8.7 | 23.9 | 4.9 | 12.6 | 15.8 | 10.0 | 1.9 |
| Standard Deviation(%) | NA | 22.1 | 19.3 | 19.4 | 21.2 | 21.8 | 20.6 | 22.7 | 16.6 | 16.0 | 26.7 | 21.4 | 40.4 | 13.5 | 17.7 | 9.8 | 16.0 | 14.9 | 13.2 | 9.4 |
| Treynor Ratio | NA | 0.36 | 0.33 | 0.17 | -0.02 | 0.11 | 0.1 | 0.18 | 0.1 | 0.14 | -0.46 | 0.21 | 0.23 | 0.41 | -0.13 | 0.27 | 0.17 | -0.05 | 0.07 | 0.45 |
| Alpha | NA | 0.11 | 0.07 | 0.0 | -0.02 | -0.01 | -0.01 | 0.02 | -0.03 | -0.05 | 0.0 | 0.02 | -0.07 | 0.0 | -0.04 | -0.01 | 0.06 | -0.04 | -0.02 | -0.04 |
| Beta | NA | 0.8 | 0.79 | 0.7 | 0.63 | 0.69 | 0.71 | 0.78 | 0.59 | 0.62 | 0.6 | 0.44 | 0.86 | 0.52 | 0.76 | 0.88 | 0.94 | 0.84 | 0.88 | 1.0 |
| RSquared | NA | 0.48 | 0.48 | 0.57 | 0.55 | 0.56 | 0.58 | 0.72 | 0.47 | 0.53 | 0.69 | 0.2 | 0.6 | 0.5 | 0.81 | 0.59 | 0.75 | 0.82 | 0.83 | 0.78 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 13.7 | 4.4 | 5.6 | 0.0 | 0.0 | 2.4 | 8.4 | 18.7 | 11.9 | 0.6 | 13.9 | 17.6 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 227.0 | -16.0 | N/A | N/A | -100.0 | -67.7 | -67.2 | 76.0 | 2338.7 | -96.6 | -30.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/18/2013
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