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MFS Meridian-Contrarian Value Fd.W1 USD/  LU1985812244  /

Fonds
NAV04.11.2024 Diff.+0,0900 Ertragstyp Ausrichtung Fondsgesellschaft
20,0600USD +0,45% thesaurierend Aktien weltweit MFS IM Co. (LU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2019 - - - - - - - - 1,88 4,47 2,70 4,98 -
2020 -5,17 -7,91 -20,43 10,05 2,59 3,41 4,04 6,44 -5,18 -0,40 22,26 8,23 +12,24%
2021 -1,84 9,23 2,94 4,04 5,28 -3,56 1,38 1,10 -3,21 3,12 -6,18 6,31 +18,97%
2022 0,90 -2,50 0,39 -4,58 3,84 -10,82 7,25 -6,69 -10,42 10,64 12,60 -1,72 -4,20%
2023 10,31 -0,61 0,80 1,71 -4,62 5,28 5,61 -3,90 -2,18 -3,49 11,34 4,36 +25,67%
2024 -1,13 0,87 6,94 -1,81 4,66 -4,55 4,15 2,36 1,68 -5,58 0,45 - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,10% 12,91% 12,34% 17,80% 22,32%
Sharpe Ratio 0,49 -0,23 1,35 0,31 0,43
Bester Monat +6,94% +4,66% +11,34% +12,60% +22,26%
Schlechtester Monat -5,58% -5,58% -5,58% -10,82% -20,43%
Maximaler Verlust -7,67% -7,67% -7,67% -25,83% -40,44%
Outperformance - - - - -
 
Alle Kurse in USD

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  
+7,56%
6 Monate  
+0,05%
1 Jahr  
+19,69%
3 Jahre  
+28,10%
5 Jahre  
+82,20%
10 Jahre     -
seit Beginn  
+99,21%
Jahr
2023  
+25,67%
2022
  -4,20%
2021  
+18,97%
2020  
+12,24%