MFS INVESTMENT FUNDS - GLOBAL EQUITY FUND - Sterling Klasse/ LU0194195094 /
| NAV02/10/2024 | Diferencia+0.8400 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 504.2300GBP | +0.17% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | 0.19 | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.65% | 9.82% | 9.76% | 14.11% | -% |
| Índice de Sharpe | 0.48 | -0.21 | 0.98 | 0.05 | - |
| El mes mejor | +4.31% | +2.10% | +4.83% | +7.49% | - |
| El mes peor | -4.24% | -4.24% | -4.24% | -5.42% | - |
| Pérdida máxima | -5.23% | -5.23% | -5.23% | -15.87% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en GBP
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 | +5.88% | ||
|---|---|---|---|
| 6 Meses | +0.57% | ||
| Promedio móvil | +12.83% | ||
| 3 Años | +12.29% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +23.24% | ||
| Año | |||
| 2023 | +8.01% | ||
| 2022 | -7.55% | ||
| 2021 | +16.57% | ||
