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

Fonds
NAV02/10/2024 Chg.+0.8600 Type of yield Investment Focus Investment company
515.4700GBP +0.17% 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 0.19 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.65% 9.83% 9.76% 14.11% -%
Sharpe ratio 0.54 -0.14 1.03 0.07 -
Best month +4.32% +2.12% +4.86% +7.50% -
Worst month -4.23% -4.23% -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 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

YTD  
+6.30%
6 Months  
+0.92%
1 Year  
+13.32%
3 Years  
+13.03%
5 Years     -
10 Years     -
Since start  
+24.17%
Year
2023  
+8.09%
2022
  -7.43%
2021  
+16.74%