Performance analysis of Meridian (MRBK)
Annual Return
Over the past 3 years, MRBK has had an average annual return of +29.36%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, MRBK has had an average annual return of +14.13%, outperforming the benchmark SPY, which returned +12.78% annual.
Since Nov 7, 2017, MRBK has had an average annual return of +12.99%, underperforming the benchmark SPY, which returned +14.65% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17% | +32.58% | +3.44% | -4.18% | -13.31% | +87.86% | +4.56% | +17.59% | -14.07% | +9.48% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.68% | +3.40% | -2.47% | -0.74% | -3.72% | +11.40% | +1.20% | +17% | |||||
| 2025 | +21.96% | -7.87% | -5.82% | -6.25% | +0.89% | -4.52% | +14.27% | +7.79% | +0.32% | -9.50% | +12.78% | +10.01% | +32.58% |
| 2024 | -12.95% | -18.18% | +1.49% | -6.65% | +13.20% | +1.74% | +10.74% | +1.23% | +8.50% | +11.07% | +21.46% | -18.88% | +3.44% |
| 2023 | +5.15% | +0% | -20.25% | -25.80% | +4.53% | +1.66% | +21.43% | -0.68% | -16.28% | +2.10% | +32.59% | +6.03% | -4.18% |
| 2022 | -5.95% | +5.71% | -9.35% | -2.15% | +0.78% | -3.66% | -6.57% | +7.79% | -3.79% | +5.56% | +10.23% | -10.20% | -13.31% |
| 2021 | -2.51% | +26.14% | +6.38% | +1.53% | +3.04% | -3.03% | +2.86% | +8.97% | -1.91% | +5.12% | +12.42% | +8.95% | +87.86% |
| 2020 | -0.64% | -1.55% | -30.73% | +7.08% | +3.69% | +4.35% | -5.24% | -1.57% | +9.95% | +8.99% | +6.54% | +11.83% | +4.56% |
| 2019 | +0.70% | +1.60% | +2.69% | -1.94% | -3.84% | -0.65% | +0.89% | +2.93% | +1.14% | +0.57% | +6.77% | +5.94% | +17.59% |
| 2018 | -8.70% | +0.82% | -4.15% | -2.88% | +3.97% | +2.19% | -4.28% | -1.21% | +0% | -1.45% | -1.48% | +2.81% | -14.07% |
| 2017 | +0.77% | +8.64% | +9.48% |
Drawdown analysis of Meridian (MRBK)
The maximum drawdown for the MRBK was -54.63%, occurring on May 4, 2023. Recovery took 394 trading sessions.
The current MRBK drawdown is -1.79%.
Since Nov 7, 2017 MRBK has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.63% | Feb 8, 2022 | 310 | May 4, 2023 | 394 | Nov 26, 2024 | 704 |
| -43.56% | Dec 12, 2017 | 588 | Apr 16, 2020 | 165 | Dec 9, 2020 | 753 |
| -32.03% | Dec 3, 2024 | 136 | Jun 23, 2025 | 119 | Dec 10, 2025 | 255 |
| -20.86% | Dec 18, 2020 | 25 | Jan 27, 2021 | 14 | Feb 17, 2021 | 39 |
| -16.10% | Apr 9, 2026 | 26 | May 15, 2026 | 41 | Jul 16, 2026 | 67 |
| -11.93% | May 19, 2021 | 34 | Jul 8, 2021 | 23 | Aug 10, 2021 | 57 |
| -10.22% | Mar 10, 2021 | 29 | Apr 21, 2021 | 19 | May 18, 2021 | 48 |
| -10.16% | Feb 6, 2026 | 27 | Mar 18, 2026 | 15 | Apr 9, 2026 | 42 |
| -8.73% | Jan 7, 2022 | 14 | Jan 28, 2022 | 5 | Feb 4, 2022 | 19 |
| -8.59% | Nov 22, 2021 | 5 | Nov 30, 2021 | 9 | Dec 13, 2021 | 14 |
| -7.71% | Sep 1, 2021 | 8 | Sep 14, 2021 | 14 | Oct 4, 2021 | 22 |
| -6.37% | Dec 13, 2021 | 5 | Dec 20, 2021 | 13 | Jan 7, 2022 | 18 |
| -5.10% | Dec 18, 2025 | 9 | Jan 2, 2026 | 9 | Jan 15, 2026 | 18 |
| -4.81% | Oct 14, 2021 | 7 | Oct 25, 2021 | 7 | Nov 3, 2021 | 14 |
| -4.04% | Aug 11, 2021 | 6 | Aug 19, 2021 | 3 | Aug 24, 2021 | 9 |
| -4.03% | Nov 13, 2017 | 11 | Nov 29, 2017 | 1 | Nov 30, 2017 | 12 |
| -4.03% | Nov 30, 2017 | 4 | Dec 6, 2017 | 3 | Dec 11, 2017 | 7 |
| -4.00% | Dec 11, 2020 | 1 | Dec 14, 2020 | 3 | Dec 17, 2020 | 4 |
| -3.84% | Jan 22, 2026 | 2 | Jan 26, 2026 | 5 | Feb 2, 2026 | 7 |
| -3.75% | Oct 7, 2021 | 2 | Oct 11, 2021 | 3 | Oct 14, 2021 | 5 |
| -3.51% | Aug 24, 2021 | 1 | Aug 25, 2021 | 4 | Aug 31, 2021 | 5 |
| -2.54% | Feb 17, 2021 | 1 | Feb 18, 2021 | 1 | Feb 19, 2021 | 2 |
| -2.04% | Feb 25, 2021 | 1 | Feb 26, 2021 | 3 | Mar 3, 2021 | 4 |
| -1.94% | Jul 16, 2026 | 1 | Jul 17, 2026 | Ongoing | Ongoing | Ongoing |
| -1.92% | Nov 7, 2017 | 1 | Nov 8, 2017 | 3 | Nov 13, 2017 | 4 |