MFS Meridian-Contrarian Value Fd.AH1 EUR/ LU1985811865 /
| NAV04.11.2024 | Diff.+0.0800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 16.7100EUR | +0.48% | ausschüttend | Aktien weltweit | MFS IM Co. (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | 1.49 | 4.10 | 2.62 | 4.47 | - |
| 2020 | -5.42 | -8.13 | -20.93 | 9.41 | 2.33 | 3.07 | 3.75 | 6.16 | -5.41 | -0.63 | 21.94 | 7.77 | +7.87% |
| 2021 | -2.03 | 9.02 | 2.73 | 3.77 | 5.05 | -3.73 | 1.20 | 0.90 | -3.31 | 2.92 | -6.30 | 6.13 | +16.37% |
| 2022 | 0.70 | -2.70 | -0.14 | -4.84 | 3.44 | -11.21 | 6.84 | -6.94 | -10.97 | 10.12 | 11.86 | -2.17 | -8.77% |
| 2023 | 9.92 | -0.83 | 0.49 | 1.39 | -4.81 | 4.91 | 5.30 | -4.25 | -2.39 | -3.78 | 11.05 | 4.06 | +21.37% |
| 2024 | -1.38 | 0.70 | 6.65 | -2.02 | 4.36 | -4.70 | 3.90 | 2.05 | 1.44 | -5.78 | 0.48 | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.04% | 12.81% | 12.26% | 17.77% | 22.29% |
| Sharpe Ratio | 0.25 | -0.44 | 1.09 | 0.09 | 0.26 |
| Bester Monat | +6.65% | +4.36% | +11.05% | +11.86% | +21.94% |
| Schlechtester Monat | -5.78% | -5.78% | -5.78% | -11.21% | -20.93% |
| Maximaler Verlust | -8.17% | -8.17% | -8.17% | -28.21% | -41.00% |
| Outperformance | +0.64% | - | +22.22% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 189.2500 | +13.92% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.8600 | +14.03% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.2900 | +18.54% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.3000 | +17.68% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.5500 | +18.00% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 17.3300 | +17.02% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 205.5700 | +18.20% | +36.37% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 201.6300 | +19.85% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 176.7100 | +17.50% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 205.6300 | +15.95% | - | |
| MFS Meridian-Contrarian Value Fd... | thesaurierend | 20.0600 | +19.69% | +28.10% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 20.1500 | +20.01% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 17.5300 | +17.18% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.2900 | +18.15% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 12.7700 | +14.63% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 17.6600 | +17.73% | - | |
| MFS Meridian-Contrarian Value Fd... | thesaurierend | 19.0400 | +18.56% | +24.36% | |
| MFS Meridian-Contrarian Value Fd... | ausschüttend | 16.7100 | +16.36% | +14.77% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 17.3200 | +16.95% | - |
Performance
| lfd. Jahr | +5.09% | ||
|---|---|---|---|
| 6 Monate | -1.30% | ||
| 1 Jahr | +16.36% | ||
| 3 Jahre | +14.77% | ||
| 5 Jahre | +53.02% | ||
| 10 Jahre | - | ||
| seit Beginn | +65.94% | ||
| Jahr | |||
| 2023 | +21.37% | ||
| 2022 | -8.77% | ||
| 2021 | +16.37% | ||
| 2020 | +7.87% | ||
