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Money
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 Contrarian Legacy (MVALX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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37.19
-0.07
(-0.19%)
At close: 06:46PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
23
Number of years down
6
Best 1-yr total return (5 May 2024)
34.78%
Worst 1-yr total return (5 May 2024)
N/A
Risk statistics
3 years
MVALX
Category average
5 years
MVALX
Category average
10 years
MVALX
Category average
Alpha
-8.14
-0.06
-4.93
-0.05
-3.44
-0.04
BETA
1
0.01
1.15
0.01
1.14
0.01
Mean annual return
0.1
0.01
0.92
0.01
0.93
0.01
R-squared
83.56
0.88
82.67
0.85
81.95
0.84
Standard deviation
19.36
0.23
23.33
0.19
19.24
0.17
Sharpe ratio
-0.1
0.01
0.38
0.01
0.5
0.01
Treynor ratio
-3.74
0.11
5.55
0.11
7.09
0.1
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