MFS INVESTMENT FUNDS - GLOBAL EQUITY FUND - Euro IRE T Klasse/ LU0570074780 /
NAV02/10/2024 | Chg.+0.9500 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
385.9500EUR | +0.25% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | - | 3.18 | 7.32 | 3.21 | 1.26 | 2.00 | 2.49 | 1.52 | -2.74 | 4.41 | -1.89 | 5.43 | +23.85% |
2022 | -3.96 | -3.80 | 2.69 | -2.43 | -1.12 | -6.51 | 10.44 | -4.45 | -6.86 | 7.18 | 4.29 | -6.86 | -12.45% |
2023 | 5.64 | -0.21 | 0.06 | 1.58 | -1.71 | 2.88 | 0.93 | -1.16 | -3.77 | -3.22 | 5.96 | 3.76 | +10.68% |
2024 | 2.13 | 2.48 | 2.96 | -4.12 | 2.26 | 0.14 | 1.76 | 1.18 | 1.37 | 0.08 | - | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 9.82% | 10.54% | 9.90% | 13.97% | -% |
Ratio de Sharpe | 1.12 | 0.42 | 1.46 | 0.13 | - |
Le meilleur mois | +3.76% | +2.26% | +5.96% | +10.44% | - |
Le plus défavorable mois | -4.12% | -4.12% | -4.12% | -6.86% | - |
Perte maximale | -5.54% | -5.54% | -5.79% | -17.75% | - |
Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Tranches
Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
---|---|---|---|---|---|
MFS INVESTMENT FUNDS - GLOBAL EQ... | reinvestment | 504.2300 | +12.83% | +12.29% | |
MFS INVESTMENT FUNDS - GLOBAL EQ... | reinvestment | 665.9900 | +23.34% | +9.38% | |
MFS INVESTMENT FUNDS - GLOBAL EQ... | reinvestment | 385.9500 | +17.74% | +15.81% | |
MFS INVESTMENT FUNDS - GLOBAL EQ... | paying dividend | 454.0500 | +12.85% | +12.52% | |
MFS INVESTMENT FUNDS - GLOBAL EQ... | paying dividend | 348.2700 | +17.26% | +11.55% | |
MFS INVESTMENT FUNDS - GLOBAL EQ... | reinvestment | 515.4700 | +13.32% | +13.03% |
Performance
CAD | +10.53% | ||
---|---|---|---|
6 Mois | +3.76% | ||
1 An | +17.74% | ||
3 Ans | +15.81% | ||
5 Ans | - | ||
10 ans | - | ||
Depuis le début | +32.65% | ||
Année | |||
2023 | +10.68% | ||
2022 | -12.45% | ||
2021 | +23.85% |