MFS INVESTMENT FUNDS - GLOBAL EQUITY FUND - US Dollar Klasse/ LU0214841644 /
| NAV04/11/2024 | Chg.+4.8900 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 653.9000USD | +0.75% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | 3.08 | 3.90 | 5.71 | 2.46 | -0.67 | 2.48 | 1.06 | -4.52 | 4.24 | -4.58 | 6.52 | +15.79% |
| 2022 | -5.34 | -3.62 | 1.71 | -7.50 | 0.40 | -8.76 | 7.71 | -5.78 | -9.26 | 8.13 | 8.63 | -3.47 | -17.90% |
| 2023 | 7.49 | -2.57 | 2.50 | 3.22 | -5.09 | 5.28 | 1.99 | -2.71 | -6.13 | -3.39 | 9.37 | 5.04 | +14.46% |
| 2024 | 0.42 | 2.08 | 2.75 | -5.08 | 3.82 | -1.14 | 2.74 | 3.20 | 2.21 | -3.56 | 0.75 | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 10.25% | 10.45% | 10.17% | 15.49% | -% |
| Ratio de Sharpe | 0.64 | 0.80 | 1.63 | -0.15 | - |
| Le meilleur mois | +5.04% | +3.82% | +9.37% | +9.37% | - |
| Le plus défavorable mois | -5.08% | -3.56% | -5.08% | -9.26% | - |
| Perte maximale | -5.55% | -4.66% | -5.55% | -28.31% | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| 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
| CAD | +8.05% | ||
|---|---|---|---|
| 6 Mois | +5.54% | ||
| 1 An | +19.51% | ||
| 3 Ans | +2.14% | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +17.57% | ||
| Année | |||
| 2023 | +14.46% | ||
| 2022 | -17.90% | ||
| 2021 | +15.79% | ||
