MFS INVESTMENT FUNDS - EUROPEAN RESEARCH FUND - Euro Klasse/ LU1993969606 /
| NAV04/11/2024 | Diferencia+0.9500 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 140.1400EUR | +0.68% | reinvestment | Equity Europe | MFS IM Co. (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.63% | 10.77% | 9.22% | 13.05% | 16.54% |
| Índice de Sharpe | 0.69 | 0.16 | 1.42 | -0.03 | 0.19 |
| El mes mejor | +4.01% | +3.81% | +5.62% | +8.80% | +10.63% |
| El mes peor | -3.32% | -3.32% | -3.32% | -7.31% | -12.20% |
| Pérdida máxima | -6.11% | -6.11% | -6.11% | -19.53% | -31.01% |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Performance
| Año hasta la fecha | +8.13% | ||
|---|---|---|---|
| 6 Meses | +2.36% | ||
| Promedio móvil | +16.10% | ||
| 3 Años | +8.43% | ||
| 5 Años | +34.98% | ||
| 10 Años | - | ||
| Desde el principio | +40.14% | ||
| Año | |||
| 2023 | +11.32% | ||
| 2022 | -10.96% | ||
| 2021 | +19.33% | ||
| 2020 | +1.28% | ||
