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MFS INVESTMENT FUNDS - GLOBAL EQUITY FUND - Sterling Klasse/  LU0194195094  /

Fonds
NAV04/11/2024 Chg.-1.0400 Type of yield Investment Focus Investment company
505.3500GBP -0.21% reinvestment Equity Worldwide MFS IM Co. (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - 1.24 5.29 5.34 0.05 1.95 1.82 2.09 -2.54 2.54 -1.15 4.04 +16.57%
2022 -4.43 -3.63 3.67 -2.99 0.01 -5.32 7.49 -1.47 -5.42 4.83 5.03 -4.43 -7.55%
2023 5.03 -0.92 0.36 1.54 -3.75 2.63 0.78 -1.21 -2.54 -2.82 4.83 4.31 +8.01%
2024 0.53 2.76 2.89 -4.24 2.10 -0.43 1.11 0.86 0.14 0.62 -0.21 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.45% 9.19% 9.27% 14.07% -%
Sharpe ratio 0.45 0.17 1.19 -0.08 -
Best month +4.31% +2.10% +4.83% +7.49% -
Worst month -4.24% -0.43% -4.24% -5.42% -
Maximum loss -5.23% -5.23% -5.23% -15.87% -
Outperformance - - - - -
 
All quotes in GBP

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  
+6.11%
6 Months  
+2.27%
1 Year  
+14.08%
3 Years  
+6.15%
5 Years     -
10 Years     -
Since start  
+23.51%
Year
2023  
+8.01%
2022
  -7.55%
2021  
+16.57%