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MFS INVESTMENT FUNDS - GLOBAL EQUITY FUND - Euro IRE T Klasse/  LU0570074780  /

Fonds
NAV11/4/2024 Chg.+1.3800 Type of yield Investment Focus Investment company
383.7500EUR +0.36% reinvestment Equity Worldwide MFS IM Co. (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 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 -0.85 0.36 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.81% 10.48% 9.55% 13.96% -%
Sharpe ratio 0.90 0.63 1.60 -0.02 -
Best month +3.76% +2.26% +5.96% +10.44% -
Worst month -4.12% -0.85% -4.12% -6.86% -
Maximum loss -5.54% -5.54% -5.54% -17.75% -
Outperformance - - - - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
MFS INVESTMENT FUNDS - GLOBAL EQ... reinvestment 505.3500 +14.08% +6.15%
MFS INVESTMENT FUNDS - GLOBAL EQ... reinvestment 653.9000 +19.51% +2.14%
MFS INVESTMENT FUNDS - GLOBAL EQ... reinvestment 383.7500 +18.24% +8.76%
MFS INVESTMENT FUNDS - GLOBAL EQ... paying dividend 455.0400 +14.57% +6.80%
MFS INVESTMENT FUNDS - GLOBAL EQ... paying dividend 346.2900 +18.25% +5.20%
MFS INVESTMENT FUNDS - GLOBAL EQ... reinvestment 516.5900 +14.57% +6.83%

Performance

YTD  
+9.90%
6 Months  
+4.73%
1 Year  
+18.24%
3 Years  
+8.76%
5 Years     -
10 Years     -
Since start  
+31.89%
Year
2023  
+10.68%
2022
  -12.45%
2021  
+23.85%