MFS INVESTMENT FUNDS - LOW VOLATILITY GLOBAL EQUITY FUND - Yen Klasse/ LU1257003571 /
| NAV10/2/2024 | Chg.+362.0000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 25,204.0000JPY | +1.46% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | 1.74 | 7.93 | 2.43 | 3.17 | 1.71 | 0.99 | 2.26 | -2.58 | 6.36 | -3.27 | 6.96 | +29.02% |
| 2022 | -2.99 | -2.00 | 7.89 | 2.29 | -0.81 | 0.01 | 2.16 | 0.59 | -3.00 | 8.92 | 0.35 | -7.40 | +5.01% |
| 2023 | 2.72 | 1.30 | 0.85 | 5.65 | -0.07 | 6.59 | -0.05 | 0.40 | -0.10 | 0.16 | 3.72 | -1.18 | +21.52% |
| 2024 | 5.39 | 4.28 | 3.42 | 1.52 | 2.93 | 3.20 | -2.20 | 0.84 | -1.62 | 1.41 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.76% | 14.28% | 12.63% | 14.33% | -% |
| Sharpe ratio | 1.97 | 0.77 | 1.67 | 1.14 | - |
| Best month | +5.39% | +3.20% | +5.39% | +8.92% | - |
| Worst month | -2.20% | -2.20% | -2.20% | -7.40% | - |
| Maximum loss | -13.05% | -13.05% | -13.05% | -13.05% | - |
| Outperformance | - | - | - | - | - |
All quotes in JPY
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| MFS INVESTMENT FUNDS - LOW VOLAT... | reinvestment | 25,204.0000 | +24.34% | +71.06% | |
| MFS INVESTMENT FUNDS - LOW VOLAT... | paying dividend | 15,807.0000 | +19.00% | +9.29% |
Performance
| YTD | +20.60% | ||
|---|---|---|---|
| 6 Months | +6.93% | ||
| 1 Year | +24.34% | ||
| 3 Years | +71.06% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +98.57% | ||
| Year | |||
| 2023 | +21.52% | ||
| 2022 | +5.01% | ||
| 2021 | +29.02% | ||
