Nasdaq - Delayed Quote USD

Meridian Hedged Equity Investor (MRIEX)

13.39
-0.02
(-0.15%)
At close: May 30 at 8:01:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.21%
5y Average Return 10.44%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (May 29, 2025) 45.24%
Worst 1Y Total Return (May 29, 2025) --
Best 3Y Total Return 45.24%
Worst 3Y Total Return 3.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRIEX
Category
YTD
-1.37%
6.64%
1-Month
-1.37%
1.03%
3-Month
-2.93%
3.58%
1-Year
8.96%
16.67%
3-Year
7.28%
6.96%
5-Year
10.87%
6.01%
10-Year
11.95%
4.42%
Last Bull Market
13.36%
12.48%
Last Bear Market
-12.71%
-10.95%

Annual Total Return (%) History

Year
MRIEX
Category
2025
--
--
2024
13.05%
--
2023
18.94%
--
2022
-16.62%
--
2021
15.11%
--
2020
25.89%
7.16%
2019
45.24%
11.34%
2018
-0.96%
-3.45%

2017
27.71%
6.02%
2016
11.08%
3.31%
2015
-1.12%
-1.77%
2014
5.30%
2.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.00% -- -- --
2024 5.48% 0.85% 6.21% 0.05%
2023 7.02% 3.41% -1.37% 8.96%
2022 -5.08% -12.71% -4.83% 5.75%
2021 2.80% 7.31% 0.84% 3.48%
2020 -14.33% 21.54% 10.52% 9.39%
2019 20.97% 8.11% 4.35% 6.43%
2018 -0.25% 16.69% 4.41% -18.50%
2017 4.98% 2.41% 7.94% 10.05%
2016 -3.75% 5.17% 7.59% 2.00%

2015 2.81% 0.89% -8.06% 3.69%
2014 1.58% 2.96% -0.55% 1.24%

Rank in Category (By Total Return)

YTD 29
1-Month 87
3-Month 30
1-Year 40
3-Year 46
5-Year 7

Load Adjusted Returns

1-Year 8.96%
3-Year 7.28%
5-Year 10.87%
10-Year 11.95%

Performance & Risk

YTD Return 2.21%
5y Average Return 10.44%
Rank in Category (ytd) 29
% 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 -1.37%
Yield 0.73%
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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