Nasdaq - Delayed Quote USD

Meridian Hedged Equity C (MRCEX)

12.34
+0.07
+(0.57%)
At close: 6:46:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.49%
5y Average Return 9.47%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 30, 2025) 44.00%
Worst 1Y Total Return (May 30, 2025) --
Best 3Y Total Return 44.00%
Worst 3Y Total Return 3.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRCEX
Category
YTD
-1.91%
6.64%
1-Month
-1.50%
1.03%
3-Month
-3.27%
3.58%
1-Year
7.71%
16.67%
3-Year
6.31%
6.96%
5-Year
9.95%
6.01%
10-Year
11.11%
4.42%
Last Bull Market
12.74%
12.48%
Last Bear Market
-12.88%
-10.95%

Annual Total Return (%) History

Year
MRCEX
Category
2025
--
--
2024
11.93%
--
2023
18.11%
--
2022
-17.21%
--
2021
14.05%
--
2020
25.30%
7.16%
2019
44.00%
11.34%
2018
-1.46%
-3.45%

2017
26.83%
6.02%
2016
10.29%
3.31%
2015
--
-1.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.41% -- -- --
2024 5.24% 0.61% 5.86% -0.15%
2023 6.82% 3.28% -1.55% 8.73%
2022 -5.21% -12.88% -5.01% 5.54%
2021 2.50% 7.13% 0.58% 3.26%
2020 -14.45% 21.58% 10.30% 9.21%
2019 20.70% 7.83% 4.29% 6.08%
2018 -0.38% 16.71% 4.12% -18.60%
2017 4.85% 2.20% 7.80% 9.79%
2016 -3.86% 4.83% 7.48% 1.81%

2015 3.53% -- -- --

Rank in Category (By Total Return)

YTD 41
1-Month 88
3-Month 33
1-Year 57
3-Year 50
5-Year 15

Load Adjusted Returns

1-Year 6.78%
3-Year 6.31%
5-Year 9.95%
10-Year 11.11%

Performance & Risk

YTD Return 1.49%
5y Average Return 9.47%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.67
Morningstar Risk Rating

Fund Overview

Category Options Trading
Fund Family Meridian
Net Assets 40.76M
YTD Return -1.91%
Yield 0.00%
Morningstar Rating
Inception Date Jan 31, 2005

Fund Summary

The fund will invest at least 80% of its net assets in long or short positions in equity securities. Equity securities include, but are not limited to, common and preferred stocks as well as convertible securities, such as options, in domestic and foreign companies. 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.

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