MERDX vs. VFIAX

In the year-to-date period, MERDX achieves a 5.26% return, which is significantly higher than VFIAX's 4.11% return. Over the past 10 years, MERDX has underperformed VFIAX with an annualized return of 0.45%, while VFIAX has yielded a comparatively higher 13.28% annualized return.

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MERDX has a 0.85% expense ratio, which is higher than VFIAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Meridian Growth Fund (MERDX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current MERDX Sharpe Ratio is 0.86, which is lower than the VFIAX Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of MERDX and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MERDX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 1.19%.

The maximum MERDX drawdown since its inception was -53.22%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for MERDX and VFIAX. For additional features, visit the drawdowns tool.

Meridian Growth Fund (MERDX) has a higher volatility of 3.47% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.21%. This indicates that MERDX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.