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Meritage Growth Equity Institutional (MPGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.180.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return9.01%
5-year average return12.18%
Number of years up5
Number of years down1
Best 1-yr total return (3 Feb 2019)32.84%
Worst 1-yr total return (3 Feb 2019)-3.97%
Best 3-yr total return32.84%
Worst 3-yr total return8.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMPGIXCategory
YTD4.79%12.38%
1-month3.28%5.09%
3-month23.83%10.28%
1-year17.57%41.70%
3-year14.10%22.56%
5-year13.09%21.98%
10-year0.00%15.99%
Last bull market0.00%25.99%
Last bear market0.00%-17.29%

Annual total return (%) history

Year
MPGIXCategory
2020
N/A35.86%
2019
32.84%31.90%
2018
-3.97%-2.09%
2017
25.99%27.67%
2016
11.51%3.23%
2015
1.84%3.60%
2014
12.05%10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-15.37%23.83%N/AN/A
201915.68%2.35%0.59%11.54%
20180.83%3.55%10.22%-16.56%
20178.59%4.40%4.93%5.90%
20161.07%1.77%6.16%2.12%
20153.56%-0.17%-5.68%4.45%
20141.48%2.92%1.13%6.08%

Rank in category (by total return)

YTD63
1-month60
3-month72
1-year50
3-year65
5-year51

Load adjusted returns

1-year17.57%
3-year14.10%
5-year13.09%
10-yearN/A