Ratings & Risk for Meridian Growth (MERDX)

Morningstar Category: Mid-Cap Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Above Average Low
    		238
    5-Year Above Average Low
    		208
    10-Year High Low
    		136
    Overall Above Average Low
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 19.54 -0.02 -0.14
    5-Year 16.64 0.37 0.09
    10-Year 17.57 0.84 0.41
    15-Year 16.46 0.91 0.44
    20-Year 16.30 1.04 0.52
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 85.74 0.84 10.79
    3-Year 88.26 0.94 4.59
    5-Year 86.26 0.97 2.75
    10-Year 73.00 0.93 9.59

    S&P 500 TR

    Trailing data as of 10/31/2009