Meridian Small Cap Fund Market Value
| MSGCX Fund | USD 10.08 0.08 0.80% |
| Symbol | Meridian |
Meridian Small '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 Small'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 Small.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Meridian Small on November 21, 2025 and sell it all today you would earn a total of 0.00 from holding Meridian Small Cap or generate 0.0% return on investment in Meridian Small over 90 days. Meridian Small is related to or competes with Congress Mid, Schwab Balanced, Matthews India, The Brown, Pax Small, John Hancock, and Matthews Japan. The fund seeks long-term growth of capital by investing, under normal circumstances, at least 80 percent of its net asse... More
Meridian Small 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 Small'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 Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.16 | |||
| Information Ratio | 0.0546 | |||
| Maximum Drawdown | 12.67 | |||
| Value At Risk | (1.94) | |||
| Potential Upside | 2.03 |
Meridian Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Meridian Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Meridian Small's standard deviation. In reality, there are many statistical measures that can use Meridian Small historical prices to predict the future Meridian Small's volatility.| Risk Adjusted Performance | 0.0705 | |||
| Jensen Alpha | 0.1249 | |||
| Total Risk Alpha | 0.0505 | |||
| Sortino Ratio | 0.0791 | |||
| Treynor Ratio | 1.48 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Meridian Small'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 Small February 19, 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 | 0.0705 | |||
| Market Risk Adjusted Performance | 1.49 | |||
| Mean Deviation | 0.9896 | |||
| Semi Deviation | 0.9621 | |||
| Downside Deviation | 1.16 | |||
| Coefficient Of Variation | 1213.57 | |||
| Standard Deviation | 1.68 | |||
| Variance | 2.81 | |||
| Information Ratio | 0.0546 | |||
| Jensen Alpha | 0.1249 | |||
| Total Risk Alpha | 0.0505 | |||
| Sortino Ratio | 0.0791 | |||
| Treynor Ratio | 1.48 | |||
| Maximum Drawdown | 12.67 | |||
| Value At Risk | (1.94) | |||
| Potential Upside | 2.03 | |||
| Downside Variance | 1.33 | |||
| Semi Variance | 0.9256 | |||
| Expected Short fall | (1.23) | |||
| Skewness | 3.56 | |||
| Kurtosis | 21.1 |
Meridian Small Cap Backtested Returns
Meridian Small appears to be not too volatile, given 3 months investment horizon. Meridian Small Cap has Sharpe Ratio of 0.13, which conveys that the entity had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Meridian Small, which you can use to evaluate the volatility of the fund. Please exercise Meridian Small's Mean Deviation of 0.9896, risk adjusted performance of 0.0705, and Downside Deviation of 1.16 to check out if our risk estimates are consistent with your expectations. The fund secures a Beta (Market Risk) of 0.0868, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Meridian Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Meridian Small is expected to be smaller as well.
Auto-correlation | -0.75 |
Almost perfect reverse predictability
Meridian Small Cap has almost perfect reverse predictability. Overlapping area represents the amount of predictability between Meridian Small time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th 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 Small Cap price movement. The serial correlation of -0.75 indicates that around 75.0% of current Meridian Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.75 | |
| Spearman Rank Test | -0.52 | |
| Residual Average | 0.0 | |
| Price Variance | 0.05 |
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 Small 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 Small security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |