Meridian Equity Income Fund Market Value
| MRIEX Fund | USD 13.20 0.03 0.23% |
| Symbol | MERIDIAN |
Meridian Equity 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Meridian Equity's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Meridian Equity.
| 11/12/2025 |
| 02/10/2026 |
If you would invest 0.00 in Meridian Equity on November 12, 2025 and sell it all today you would earn a total of 0.00 from holding Meridian Equity Income or generate 0.0% return on investment in Meridian Equity over 90 days. Meridian Equity is related to or competes with Franklin Real, Great-west Real, Nuveen Real, and Virtus Real. The fund will invest at least 80 percent of its net assets in long or short positions in equity securities More
Meridian Equity Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Meridian Equity's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Meridian Equity Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4853 | |||
| Information Ratio | 0.0537 | |||
| Maximum Drawdown | 6.29 | |||
| Value At Risk | (0.74) | |||
| Potential Upside | 1.25 |
Meridian Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Meridian Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Meridian Equity's standard deviation. In reality, there are many statistical measures that can use Meridian Equity historical prices to predict the future Meridian Equity's volatility.| Risk Adjusted Performance | 0.1297 | |||
| Jensen Alpha | 0.1158 | |||
| Total Risk Alpha | 0.0399 | |||
| Sortino Ratio | 0.0954 | |||
| Treynor Ratio | 0.812 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Meridian Equity's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Meridian Equity February 10, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1297 | |||
| Market Risk Adjusted Performance | 0.822 | |||
| Mean Deviation | 0.4935 | |||
| Semi Deviation | 0.1974 | |||
| Downside Deviation | 0.4853 | |||
| Coefficient Of Variation | 620.6 | |||
| Standard Deviation | 0.8623 | |||
| Variance | 0.7435 | |||
| Information Ratio | 0.0537 | |||
| Jensen Alpha | 0.1158 | |||
| Total Risk Alpha | 0.0399 | |||
| Sortino Ratio | 0.0954 | |||
| Treynor Ratio | 0.812 | |||
| Maximum Drawdown | 6.29 | |||
| Value At Risk | (0.74) | |||
| Potential Upside | 1.25 | |||
| Downside Variance | 0.2356 | |||
| Semi Variance | 0.039 | |||
| Expected Short fall | (0.66) | |||
| Skewness | 4.2 | |||
| Kurtosis | 26.16 |
Meridian Equity Income Backtested Returns
At this stage we consider MERIDIAN Mutual Fund to be very steady. Meridian Equity Income has Sharpe Ratio of 0.17, which conveys that the entity had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Meridian Equity, which you can use to evaluate the volatility of the fund. Please verify Meridian Equity's Risk Adjusted Performance of 0.1297, downside deviation of 0.4853, and Mean Deviation of 0.4935 to check out if the risk estimate we provide is consistent with the expected return of 0.14%. The fund secures a Beta (Market Risk) of 0.16, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Meridian Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Meridian Equity is expected to be smaller as well.
Auto-correlation | 0.25 |
Poor predictability
Meridian Equity Income has poor predictability. Overlapping area represents the amount of predictability between Meridian Equity time series from 12th of November 2025 to 27th of December 2025 and 27th of December 2025 to 10th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Meridian Equity Income price movement. The serial correlation of 0.25 indicates that over 25.0% of current Meridian Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.25 | |
| Spearman Rank Test | 0.45 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in MERIDIAN Mutual Fund
Meridian Equity financial ratios help investors to determine whether MERIDIAN Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in MERIDIAN with respect to the benefits of owning Meridian Equity security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
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