NASDX vs. MEIFX
Compare and contrast key facts about Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) and Meridian Enhanced Equity Fund (MEIFX).
NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000. MEIFX is managed by Meridian. It was launched on Jan 31, 2005.
Performance
NASDX vs. MEIFX - Performance Comparison
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NASDX vs. MEIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -9.12% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -1.21% | 31.27% |
MEIFX Meridian Enhanced Equity Fund | -1.60% | 6.51% | 13.19% | 18.96% | -16.43% | 15.15% | 26.18% | 44.95% | -0.51% | 27.94% |
Returns By Period
In the year-to-date period, NASDX achieves a -9.12% return, which is significantly lower than MEIFX's -1.60% return. Over the past 10 years, NASDX has outperformed MEIFX with an annualized return of 19.08%, while MEIFX has yielded a comparatively lower 13.78% annualized return.
NASDX
- 1D
- -0.79%
- 1M
- -8.02%
- YTD
- -9.12%
- 6M
- -6.79%
- 1Y
- 19.59%
- 3Y*
- 24.51%
- 5Y*
- 14.42%
- 10Y*
- 19.08%
MEIFX
- 1D
- 0.08%
- 1M
- -3.16%
- YTD
- -1.60%
- 6M
- -1.55%
- 1Y
- 4.96%
- 3Y*
- 9.70%
- 5Y*
- 5.75%
- 10Y*
- 13.78%
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NASDX vs. MEIFX - Expense Ratio Comparison
NASDX has a 0.63% expense ratio, which is lower than MEIFX's 1.20% expense ratio.
Return for Risk
NASDX vs. MEIFX — Risk / Return Rank
NASDX
MEIFX
NASDX vs. MEIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) and Meridian Enhanced Equity Fund (MEIFX). 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.
| NASDX | MEIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 0.30 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.40 | 0.55 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.07 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 0.49 | +0.82 |
Martin ratioReturn relative to average drawdown | 5.01 | 2.30 | +2.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NASDX | MEIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 0.30 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.37 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.77 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.51 | -0.23 |
Correlation
The correlation between NASDX and MEIFX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
NASDX vs. MEIFX - Dividend Comparison
NASDX's dividend yield for the trailing twelve months is around 3.93%, less than MEIFX's 7.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.93% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
MEIFX Meridian Enhanced Equity Fund | 7.36% | 7.25% | 14.61% | 0.61% | 9.28% | 25.44% | 13.26% | 40.49% | 11.67% | 1.18% | 0.78% | 4.24% |
Drawdowns
NASDX vs. MEIFX - Drawdown Comparison
The maximum NASDX drawdown since its inception was -83.16%, which is greater than MEIFX's maximum drawdown of -54.37%. Use the drawdown chart below to compare losses from any high point for NASDX and MEIFX.
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Drawdown Indicators
| NASDX | MEIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.16% | -54.37% | -28.79% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -8.99% | -3.71% |
Max Drawdown (5Y)Largest decline over 5 years | -35.33% | -23.54% | -11.79% |
Max Drawdown (10Y)Largest decline over 10 years | -35.33% | -28.67% | -6.66% |
Current DrawdownCurrent decline from peak | -11.90% | -7.42% | -4.48% |
Average DrawdownAverage peak-to-trough decline | -34.59% | -7.76% | -26.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 2.05% | +1.27% |
Volatility
NASDX vs. MEIFX - Volatility Comparison
Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a higher volatility of 5.38% compared to Meridian Enhanced Equity Fund (MEIFX) at 3.54%. This indicates that NASDX's price experiences larger fluctuations and is considered to be riskier than MEIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NASDX | MEIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.38% | 3.54% | +1.84% |
Volatility (6M)Calculated over the trailing 6-month period | 12.45% | 7.12% | +5.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.55% | 14.91% | +7.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.03% | 15.93% | +7.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.61% | 17.95% | +4.66% |