Nasdaq - Delayed Quote USD

Meridian Hedged Equity A (MRAEX)

13.06
+0.13
+(1.01%)
At close: May 16 at 8:01:40 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.97%
5y Average Return 11.23%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (May 15, 2025) 44.56%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 44.56%
Worst 3Y Total Return 3.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MRAEX
Category
YTD
-1.58%
6.64%
1-Month
-1.42%
1.03%
3-Month
-3.11%
3.58%
1-Year
8.58%
16.67%
3-Year
6.94%
6.96%
5-Year
10.52%
6.01%
10-Year
11.63%
4.42%
Last Bull Market
13.25%
12.48%
Last Bear Market
-12.78%
-10.95%

Annual Total Return (%) History

Year
MRAEX
Category
2025
--
--
2024
12.71%
--
2023
18.63%
--
2022
-16.85%
--
2021
14.61%
--
2020
25.74%
7.16%
2019
44.56%
11.34%
2018
-1.01%
-3.45%

2017
27.41%
6.02%
2016
10.74%
3.31%
2015
-1.37%
-1.77%
2014
5.13%
2.60%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.16% -- -- --
2024 5.41% 0.81% 6.11% -0.05%
2023 6.85% 3.42% -1.40% 8.89%
2022 -5.13% -12.78% -4.94% 5.72%
2021 2.64% 7.17% 0.74% 3.41%
2020 -14.34% 21.61% 10.42% 9.31%
2019 20.88% 8.02% 4.20% 6.24%
2018 -0.25% 16.81% 4.27% -18.53%
2017 4.92% 2.35% 7.91% 9.94%
2016 -3.85% 5.10% 7.54% 1.91%

2015 2.73% 0.81% -8.08% 3.61%
2014 1.50% 2.89% -0.55% 1.21%

Rank in Category (By Total Return)

YTD 34
1-Month 87
3-Month 31
1-Year 46
3-Year 48
5-Year 13

Load Adjusted Returns

1-Year 2.33%
3-Year 4.85%
5-Year 9.22%
10-Year 10.97%

Performance & Risk

YTD Return 1.97%
5y Average Return 11.23%
Rank in Category (ytd) 34
% 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 -1.58%
Yield 0.51%
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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