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MFS INVESTMENT FUNDS - GLOBAL EQUITY FUND - Sterling UK T Klasse/  LU0570074517  /

Fonds
NAV11/4/2024 Chg.-1.0600 Type of yield Investment Focus Investment company
516.5900GBP -0.20% reinvestment Equity Worldwide MFS IM Co. (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - 1.26 5.30 5.35 0.06 1.96 1.83 2.11 -2.53 2.55 -1.12 4.05 +16.74%
2022 -4.42 -3.61 3.65 -2.98 0.03 -5.32 7.50 -1.44 -5.41 4.85 5.05 -4.43 -7.43%
2023 5.03 -0.91 0.37 1.54 -3.74 2.64 0.78 -1.19 -2.55 -2.82 4.86 4.32 +8.09%
2024 0.54 2.79 2.90 -4.23 2.12 -0.42 1.13 1.17 0.14 0.61 -0.20 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.45% 9.20% 9.28% 14.07% -%
Sharpe ratio 0.50 0.24 1.25 -0.06 -
Best month +4.32% +2.12% +4.86% +7.50% -
Worst month -4.23% -0.42% -4.23% -5.41% -
Maximum loss -5.19% -5.19% -5.19% -15.81% -
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  
+6.54%
6 Months  
+2.62%
1 Year  
+14.57%
3 Years  
+6.83%
5 Years     -
10 Years     -
Since start  
+24.44%
Year
2023  
+8.09%
2022
  -7.43%
2021  
+16.74%