Meritage Growth Equity Manager Performance
The fund secures a Beta (Market Risk) of 0.0, which conveys not very significant fluctuations relative to the market. the returns on MARKET and Meritage Growth are completely uncorrelated.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Meritage Growth Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Meritage Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Fifty Two Week Low | 11.18 | |
| Fifty Two Week High | 19.07 | |
| Annual Report Expense Ratio | 1.03% |
Meritage |
Meritage Growth Relative Risk vs. Return Landscape
If you would invest (100.00) in Meritage Growth Equity on October 17, 2025 and sell it today you would earn a total of 100.00 from holding Meritage Growth Equity or generate -100.0% return on investment over 90 days. Meritage Growth Equity is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Meritage, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Meritage Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Meritage Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Meritage Growth Equity, and traders can use it to determine the average amount a Meritage Growth'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 = 0.0
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Based on monthly moving average Meritage Growth is not performing at its full potential. However, 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 Meritage Growth by adding Meritage Growth to a well-diversified portfolio.
Meritage Growth Fundamentals Growth
Meritage Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Meritage Growth, and Meritage Growth 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 Meritage Mutual Fund performance.
| Price To Earning | 19.95 X | |||
| Price To Book | 4.70 X | |||
| Price To Sales | 2.08 X | |||
| Total Asset | 34.03 M | |||
Things to note about Meritage Growth Equity performance evaluation
Checking the ongoing alerts about Meritage Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Meritage Growth Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Meritage Growth is not yet fully synchronised with the market data | |
| Meritage Growth has some characteristics of a very speculative penny stock | |
| Meritage Growth has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains 96.01% of its assets in stocks |
- Analyzing Meritage Growth'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 Meritage Growth's stock is overvalued or undervalued compared to its peers.
- Examining Meritage Growth'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 Meritage Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Meritage Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Meritage Growth's mutual fund. These opinions can provide insight into Meritage Growth's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Other Consideration for investing in Meritage Mutual Fund
If you are still planning to invest in Meritage Growth Equity check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Meritage Growth's history and understand the potential risks before investing.
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