Meridian Trarian Fund Manager Performance Evaluation
| MFCIX Fund | USD 42.07 0.03 0.07% |
The fund secures a Beta (Market Risk) of 1.14, which conveys a somewhat significant risk relative to the market. Meridian Contrarian returns are very sensitive to returns on the market. As the market goes up or down, Meridian Contrarian is expected to follow.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Meridian Trarian Fund are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Meridian Contrarian may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 30th of December 2022 | |
| Expense Ratio | 1.2100 |
Meridian |
Meridian Contrarian Relative Risk vs. Return Landscape
If you would invest 3,800 in Meridian Trarian Fund on August 29, 2024 and sell it today you would earn a total of 404.00 from holding Meridian Trarian Fund or generate 10.63% return on investment over 90 days. Meridian Trarian Fund is currently producing 0.163% returns and takes up 1.0137% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Meridian, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Meridian Contrarian Current Valuation
Fairly Valued
Today
Please note that Meridian Contrarian's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Meridian Contrarian secures a last-minute Real Value of $41.36 per share. The latest price of the fund is $42.07. We determine the value of Meridian Contrarian from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Meridian Contrarian is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Meridian Mutual Fund. However, Meridian Contrarian's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 42.07 | Real 41.36 | Hype 42.07 | Naive 42.31 |
The intrinsic value of Meridian Contrarian's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Meridian Contrarian's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Meridian Trarian Fund helps investors to forecast how Meridian mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Meridian Contrarian more accurately as focusing exclusively on Meridian Contrarian's fundamentals will not take into account other important factors: Meridian Contrarian Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Meridian Contrarian's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Meridian Trarian Fund, and traders can use it to determine the average amount a Meridian Contrarian's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1608
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | MFCIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.01 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Meridian Contrarian is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Meridian Contrarian by adding it to a well-diversified portfolio.
Meridian Contrarian Fundamentals Growth
Meridian Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Meridian Contrarian, and Meridian Contrarian fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Meridian Mutual Fund performance.
| Price To Earning | 20.77 X | |||
| Price To Book | 2.22 X | |||
| Price To Sales | 1.40 X | |||
| Total Asset | 16.49 M | |||
About Meridian Contrarian Performance
Evaluating Meridian Contrarian's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Meridian Contrarian has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Meridian Contrarian has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The Advisor emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business long-term earnings power or asset value, or the stock market in general. The advisor intends to invest at least 65 percent of its total assets in common stocks and equity-related securities . It may invest up to 35 percent of its total assets in debt or fixed income securities, including higher yield, higher risk, lower rated or unrated corporate bonds commonly referred to as junk bonds.Things to note about Meridian Contrarian performance evaluation
Checking the ongoing alerts about Meridian Contrarian for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Meridian Contrarian help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 9.31% of its assets in cash |
- Analyzing Meridian Contrarian's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Meridian Contrarian's stock is overvalued or undervalued compared to its peers.
- Examining Meridian Contrarian's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Meridian Contrarian's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Meridian Contrarian's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Meridian Contrarian's mutual fund. These opinions can provide insight into Meridian Contrarian's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Meridian Mutual Fund
Meridian Contrarian 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 Contrarian security.
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |