MFS INVESTMENT FUNDS - EUROPEAN RESEARCH FUND - Euro Klasse/ LU1993969606 /
| NAV2024-11-04 | Chg.+0.9500 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 140.1400EUR | +0.68% | reinvestment | Equity Europe | MFS IM Co. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | - | 0.55 | 3.22 | 2.20 | - |
| 2020 | -0.41 | -6.71 | -12.20 | 7.49 | 4.37 | 1.66 | -0.95 | 2.58 | -1.55 | -3.96 | 10.63 | 2.43 | +1.28% |
| 2021 | -1.92 | 1.26 | 5.99 | 1.51 | 2.38 | 1.25 | 1.68 | 2.62 | -3.80 | 4.65 | -2.38 | 5.06 | +19.33% |
| 2022 | -3.30 | -3.52 | 0.51 | -1.11 | -0.79 | -7.31 | 8.80 | -5.16 | -7.14 | 6.40 | 7.55 | -4.77 | -10.96% |
| 2023 | 6.33 | 0.72 | 0.02 | 3.21 | -2.32 | 1.69 | 0.97 | -2.15 | -2.85 | -3.67 | 5.62 | 3.80 | +11.32% |
| 2024 | 1.88 | 1.23 | 4.01 | -2.52 | 3.81 | -1.23 | 1.81 | 2.05 | -0.28 | -3.32 | 0.68 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.63% | 10.77% | 9.22% | 13.05% | 16.54% |
| Sharpe ratio | 0.69 | 0.16 | 1.42 | -0.03 | 0.19 |
| Best month | +4.01% | +3.81% | +5.62% | +8.80% | +10.63% |
| Worst month | -3.32% | -3.32% | -3.32% | -7.31% | -12.20% |
| Maximum loss | -6.11% | -6.11% | -6.11% | -19.53% | -31.01% |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +8.13% | ||
|---|---|---|---|
| 6 Months | +2.36% | ||
| 1 Year | +16.10% | ||
| 3 Years | +8.43% | ||
| 5 Years | +34.98% | ||
| 10 Years | - | ||
| Since start | +40.14% | ||
| Year | |||
| 2023 | +11.32% | ||
| 2022 | -10.96% | ||
| 2021 | +19.33% | ||
| 2020 | +1.28% | ||
