MFS INVESTMENT FUNDS - GLOBAL EQUITY FUND - Euro IRE T Klasse/ LU0570074780 /
| NAV04/11/2024 | Chg.+1.3800 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 383.7500EUR | +0.36% | 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 | -0.85 | 0.36 | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 9.81% | 10.48% | 9.55% | 13.96% | -% |
| Ratio de Sharpe | 0.90 | 0.63 | 1.60 | -0.02 | - |
| Le meilleur mois | +3.76% | +2.26% | +5.96% | +10.44% | - |
| Le plus défavorable mois | -4.12% | -0.85% | -4.12% | -6.86% | - |
| Perte maximale | -5.54% | -5.54% | -5.54% | -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 | 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
| CAD | +9.90% | ||
|---|---|---|---|
| 6 Mois | +4.73% | ||
| 1 An | +18.24% | ||
| 3 Ans | +8.76% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +31.89% | ||
| Année | |||
| 2023 | +10.68% | ||
| 2022 | -12.45% | ||
| 2021 | +23.85% | ||
