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Meritage Growth Equity Institutional (MPGIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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11.18
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
9.01%
5-year average return
12.18%
Number of years up
5
Number of years down
1
Best 1-yr total return (3 Feb 2019)
32.84%
Worst 1-yr total return (3 Feb 2019)
-3.97%
Best 3-yr total return
32.84%
Worst 3-yr total return
8.36%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
MPGIX
Category
YTD
4.79%
12.38%
1-month
3.28%
5.09%
3-month
23.83%
10.28%
1-year
17.57%
41.70%
3-year
14.10%
22.56%
5-year
13.09%
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
MPGIX
Category
2020
N/A
35.86%
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 (%)
Year
Q1
Q2
Q3
Q4
2020
-15.37%
23.83%
N/A
N/A
2019
15.68%
2.35%
0.59%
11.54%
2018
0.83%
3.55%
10.22%
-16.56%
2017
8.59%
4.40%
4.93%
5.90%
2016
1.07%
1.77%
6.16%
2.12%
2015
3.56%
-0.17%
-5.68%
4.45%
2014
1.48%
2.92%
1.13%
6.08%
Rank in category (by total return)
YTD
63
1-month
60
3-month
72
1-year
50
3-year
65
5-year
51
Load adjusted returns
1-year
17.57%
3-year
14.10%
5-year
13.09%
10-year
N/A
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