MFS INVESTMENT FUNDS - LOW VOLATILITY GLOBAL EQUITY FUND - Yen Klasse/ LU1257003571 /
| NAV04.11.2024 | Diff.+44.0000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 25'686.0000JPY | +0.17% | thesaurierend | Aktien weltweit | MFS IM Co. (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 3.17 | 0.17 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.72% | 14.63% | 12.66% | 14.37% | -% |
| Sharpe Ratio | 1.94 | 0.83 | 1.58 | 0.96 | - |
| Bester Monat | +5.39% | +3.20% | +5.39% | +8.92% | - |
| Schlechtester Monat | -2.20% | -2.20% | -2.20% | -7.40% | - |
| Maximaler Verlust | -13.05% | -13.05% | -13.05% | -13.05% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in JPY
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| MFS INVESTMENT FUNDS - LOW VOLAT... | thesaurierend | 25'686.0000 | +22.96% | +59.97% | |
| MFS INVESTMENT FUNDS - LOW VOLAT... | ausschüttend | 15'410.0000 | +14.59% | +1.57% |
Performance
| lfd. Jahr | +22.91% | ||
|---|---|---|---|
| 6 Monate | +7.35% | ||
| 1 Jahr | +22.96% | ||
| 3 Jahre | +59.97% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +102.36% | ||
| Jahr | |||
| 2023 | +21.52% | ||
| 2022 | +5.01% | ||
| 2021 | +29.02% | ||
