Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MRDN (Meridian Holdings Inc) NA -30.78% -17.74% -33.78% -35.58% -52.70% NA
Data as of 06/17/2026, Common starting date is 10/30/2009
More Performance Analytics Comparison
Name Start Date End Date
MRDN (Meridian Holdings Inc) 10/30/2009 06/17/2026
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -30.78 -17.74 -33.78 -35.58 -52.70 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/17/2026, Common starting date is 10/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MRDN (Meridian Holdings Inc) -98.78%
Feb 2014 – Feb 2017
-92.90%
Feb 2012 – Feb 2017
-69.40%
Feb 2010 – Feb 2020
-54.69%
Feb 2011 – Feb 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MRDN (Meridian Holdings Inc) 347.59%
Apr 2018 – Apr 2021
114.87%
Mar 2017 – Mar 2022
-46.64%
May 2016 – May 2026
-50.31%
Nov 2009 – Nov 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return