MFS INVESTMENT FUNDS - GLOBAL EQUITY FUND - Sterling UK T Klasse/ LU0570074517 /
NAV02/10/2024 | Diferencia+0.8600 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
515.4700GBP | +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 | - | 1.26 | 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 | 0.19 | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 9.65% | 9.83% | 9.76% | 14.11% | -% |
Índice de Sharpe | 0.54 | -0.14 | 1.03 | 0.07 | - |
El mes mejor | +4.32% | +2.12% | +4.86% | +7.50% | - |
El mes peor | -4.23% | -4.23% | -4.23% | -5.41% | - |
Pérdida máxima | -5.19% | -5.19% | -5.19% | -15.81% | - |
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 | +6.30% | ||
---|---|---|---|
6 Meses | +0.92% | ||
Promedio móvil | +13.32% | ||
3 Años | +13.03% | ||
5 Años | - | ||
10 Años | - | ||
Desde el principio | +24.17% | ||
Año | |||
2023 | +8.09% | ||
2022 | -7.43% | ||
2021 | +16.74% |