MFS INVESTMENT FUNDS - BLENDED RESEARCH GLOBAL EQUITY FUND - US Dollar Klasse/ LU1177652960 /
| NAV04/11/2024 | Chg.+1.5300 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 255.7400USD | +0.60% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 11.75% | 12.38% | 11.30% | 15.54% | -% |
| Ratio de Sharpe | 1.75 | 1.13 | 2.41 | 0.38 | - |
| Le meilleur mois | +5.66% | +5.66% | +7.81% | +8.10% | - |
| Le plus défavorable mois | -3.20% | -1.80% | -3.20% | -8.88% | - |
| Perte maximale | -8.66% | -8.66% | -8.66% | -21.92% | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| 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
| CAD | +19.55% | ||
|---|---|---|---|
| 6 Mois | +8.16% | ||
| 1 An | +30.17% | ||
| 3 Ans | +29.34% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +53.38% | ||
| Année | |||
| 2023 | +23.72% | ||
| 2022 | -13.35% | ||
| 2021 | +19.68% | ||
