MFS INVESTMENT FUNDS - BLENDED RESEARCH GLOBAL EQUITY FUND - US Dollar Klasse/ LU1177652960 /
| NAV04/11/2024 | Diferencia+1.5300 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 255.7400USD | +0.60% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | 2.96 | 4.56 | 4.47 | 1.78 | 0.84 | 1.22 | 2.26 | -4.57 | 4.60 | -1.99 | 5.03 | +19.68% |
| 2022 | -3.47 | -2.94 | 2.24 | -6.36 | 2.06 | -8.88 | 7.11 | -3.38 | -8.85 | 7.52 | 7.40 | -4.63 | -13.35% |
| 2023 | 8.10 | -3.03 | 1.80 | 1.56 | -0.98 | 6.44 | 3.14 | -1.64 | -3.61 | -2.50 | 7.81 | 5.38 | +23.72% |
| 2024 | 1.58 | 4.19 | 4.29 | -3.20 | 5.66 | 2.27 | 1.44 | 1.74 | 1.56 | -1.80 | 0.60 | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 11.75% | 12.38% | 11.30% | 15.54% | -% |
| Índice de Sharpe | 1.75 | 1.13 | 2.41 | 0.38 | - |
| El mes mejor | +5.66% | +5.66% | +7.81% | +8.10% | - |
| El mes peor | -3.20% | -1.80% | -3.20% | -8.88% | - |
| Pérdida máxima | -8.66% | -8.66% | -8.66% | -21.92% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| MFS INVESTMENT FUNDS - BLENDED R... | reinvestment | 299.8500 | +24.26% | +34.46% | |
| MFS INVESTMENT FUNDS - BLENDED R... | reinvestment | 266.0700 | +28.46% | +37.16% | |
| MFS INVESTMENT FUNDS - BLENDED R... | reinvestment | 255.7400 | +30.17% | +29.34% |
Performance
| Año hasta la fecha | +19.55% | ||
|---|---|---|---|
| 6 Meses | +8.16% | ||
| Promedio móvil | +30.17% | ||
| 3 Años | +29.34% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +53.38% | ||
| Año | |||
| 2023 | +23.72% | ||
| 2022 | -13.35% | ||
| 2021 | +19.68% | ||
