Home
Mail
News
Sport
Finance
Celebrity
Style
Weather
Mobile
Messenger
Movies
More
Yahoo
Mail
News
Market Data
Crypto
Bank of England
Money Matters
Property
Top Stocks
Work & Management
Industry News
Brexit
My Portfolio
My Screeners
Watchlists
Videos
UK markets closed
FTSE 100
8,213.49
+41.34
(+0.51%)
FTSE 250
20,164.54
+112.21
(+0.56%)
AIM
771.53
+3.42
(+0.45%)
GBP/EUR
1.1652
-0.0031
(-0.26%)
GBP/USD
1.2546
+0.0013
(+0.11%)
Bitcoin GBP
50,749.87
+514.10
(+1.02%)
MONEY
Best savings accounts that offer above inflation rates
Where to find a top-rated deal that works for you
Meritage Growth Equity Investor (MPGEX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
10.91
0.00
(0.00%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★★
Year-to-date return
9.03%
5-year average return
11.91%
Number of years up
5
Number of years down
1
Best 1-yr total return (3 Feb 2019)
32.50%
Worst 1-yr total return (3 Feb 2019)
-4.21%
Best 3-yr total return
32.50%
Worst 3-yr total return
8.08%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
MPGEX
Category
YTD
4.62%
12.38%
1-month
3.21%
5.09%
3-month
23.76%
10.28%
1-year
17.19%
41.70%
3-year
13.81%
22.56%
5-year
12.79%
21.98%
10-year
0.00%
15.99%
Last bull market
0.00%
25.99%
Last bear market
0.00%
-17.29%
Annual total return (%) history
Year
MPGEX
Category
2020
N/A
35.86%
2019
32.50%
31.90%
2018
-4.21%
-2.09%
2017
25.65%
27.67%
2016
11.30%
3.23%
2015
1.52%
3.60%
2014
11.72%
10.00%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2020
-15.46%
23.76%
N/A
N/A
2019
15.62%
2.31%
0.46%
11.49%
2018
0.76%
3.44%
10.19%
-16.59%
2017
8.47%
4.35%
4.89%
5.83%
2016
0.99%
1.78%
6.11%
2.05%
2015
3.48%
-0.17%
-5.79%
4.32%
2014
1.38%
2.82%
1.04%
6.07%
Rank in category (by total return)
YTD
64
1-month
61
3-month
72
1-year
52
3-year
67
5-year
54
Load adjusted returns
1-year
17.19%
3-year
13.81%
5-year
12.79%
10-year
N/A
Data disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy dashboard
About our ads
© 2024 Yahoo. All rights reserved.