MVALX
Meridian Contrarian Fund Legacy Class
Mutual fund
$42.82+0.36 (+0.85%)Close Oct 2, 2026
Feb 7, 1994 – Oct 2, 2026, Dividends reinvested
- Final balance
- $435,879
- CAGR
- +12.26%
- Max drawdown
- −50.15%
- Sharpe ratio
- 0.72
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.58%
- 3M
- −8.58%
- 6M
- +4.59%
- YTD
- +7.32%
- 1Y
- +9.15%
- 3Y
- +15.15%
- 5Y
- +6.83%
- 10Y
- +11.72%
- 15Y
- +13.07%
- 20Y
- +9.48%
- 25Y
- +10.03%
- 30Y
- +11.94%
- Since 1994
- +12.26%
Metrics
Since 1994| Volatility | 18.48% |
|---|---|
| Sortino ratio | 1.01 |
| Calmar ratio | 0.24 |
| Best year, 1999 | +38.32% |
| Worst year, 2008 | −31.76% |
| Positive years | 25 of 31 |
| Longest drawdown | 4.6 years |
Worst drawdowns
Since 1994| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −50.2% | Jul 2007 | Mar 2009 | Feb 2012 | 4.6 years |
| −42.1% | Feb 2020 | Mar 2020 | Oct 2020 | 8 months |
| −25.7% | May 2002 | Oct 2002 | Aug 2003 | 1.3 years |
| −25.7% | Jul 1998 | Oct 1998 | Apr 1999 | 9 months |
| −24.8% | Dec 2024 | Apr 2025 | Jun 2025 | 7 months |
Annual returns
1994 from Feb 7 · 2026 through Oct 2