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The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
Meridian Small Cap Growth C (MSGCX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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10.92
+0.01
(+0.09%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
6
Number of years down
2
Best 1-yr total return (5 May 2024)
26.61%
Worst 1-yr total return (5 May 2024)
N/A
Risk statistics
3 years
MSGCX
Category average
5 years
MSGCX
Category average
10 years
MSGCX
Category average
Alpha
-14.6
-0.02
-9.6
0.01
-4.75
-0.02
BETA
0.96
0.01
1.12
0.01
1.07
0.01
Mean annual return
-0.46
0.02
0.5
0.02
0.75
0.01
R-squared
69.17
0.78
73.72
0.73
68.64
0.73
Standard deviation
20.35
0.26
24.18
0.21
19.75
0.19
Sharpe ratio
-0.43
0.01
0.16
0.01
0.38
0.01
Treynor ratio
-10.89
0.15
0.86
0.17
5.36
0.11
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