MFS INVESTMENT FUNDS - GLOBAL EQUITY FUND - Euro IRE T Klasse/ LU0570074780 /
NAV02/10/2024 | Diferencia+0.9500 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
385.9500EUR | +0.25% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 9.82% | 10.54% | 9.90% | 13.97% | -% |
Índice de Sharpe | 1.12 | 0.42 | 1.46 | 0.13 | - |
El mes mejor | +3.76% | +2.26% | +5.96% | +10.44% | - |
El mes peor | -4.12% | -4.12% | -4.12% | -6.86% | - |
Pérdida máxima | -5.54% | -5.54% | -5.79% | -17.75% | - |
Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
---|---|---|---|---|---|
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
Año hasta la fecha | +10.53% | ||
---|---|---|---|
6 Meses | +3.76% | ||
Promedio móvil | +17.74% | ||
3 Años | +15.81% | ||
5 Años | - | ||
10 Años | - | ||
Desde el principio | +32.65% | ||
Año | |||
2023 | +10.68% | ||
2022 | -12.45% | ||
2021 | +23.85% |