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MFS MERIDIAN FUNDS - BLENDED RESEARCH EUROPEAN EQUITY FUND - Klasse A1 USD/  LU0648597572  /

Fonds
NAV02.10.2024 Diff.+0,0200 Ertragstyp Ausrichtung Fondsgesellschaft
24,7100USD +0,08% thesaurierend Aktien Europa MFS IM Co. (LU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2011 - - - - - - - - -11,47 10,58 -1,46 -3,07 -
2012 4,50 5,28 2,14 -1,09 -10,40 5,85 1,84 3,52 3,04 1,43 2,64 3,09 +22,90%
2013 4,58 -2,07 1,14 3,21 -0,16 -2,57 6,00 -0,98 6,33 1,65 0,35 1,69 +20,38%
2014 -3,18 5,50 -1,42 2,20 0,07 -0,81 -5,07 0,86 -4,31 -1,18 2,99 -4,35 -8,92%
2015 2,28 5,12 -2,82 4,58 -0,56 -3,07 3,17 -5,87 -4,30 6,05 -2,27 -2,32 -0,91%
2016 -5,67 -1,62 6,44 1,09 0,08 -1,76 3,98 0,38 1,20 -1,99 -1,51 3,83 +3,91%
2017 2,80 0,00 4,52 4,12 5,07 -1,25 3,49 0,00 2,27 1,98 0,59 1,75 +28,22%
2018 5,34 -5,89 -0,81 1,99 -3,09 -1,54 4,38 -3,45 -0,48 -7,37 -1,87 -4,68 -16,84%
2019 7,26 2,71 1,13 2,73 -4,29 5,87 -2,56 -1,35 2,79 3,56 1,81 4,06 +25,71%
2020 -2,58 -8,13 -16,03 5,56 5,75 4,00 2,58 3,13 -3,87 -5,58 15,81 5,38 +2,25%
2021 -1,56 2,46 4,64 3,31 5,03 -2,58 2,22 2,22 -4,61 4,84 -3,78 5,94 +18,82%
2022 -3,26 -3,18 -0,05 -5,85 1,59 -10,01 4,88 -6,37 -8,92 7,34 13,22 -2,22 -14,34%
2023 8,93 -2,23 1,84 3,95 -5,44 3,96 2,72 -2,55 -4,33 -3,34 8,24 5,47 +17,12%
2024 -0,77 1,45 3,99 -2,80 6,16 -2,55 2,78 3,71 0,32 -1,00 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,37% 13,29% 12,70% 17,18% 20,27%
Sharpe Ratio 0,99 0,95 1,71 0,16 0,29
Bester Monat +6,16% +6,16% +8,24% +13,22% +15,81%
Schlechtester Monat -2,80% -2,80% -3,34% -10,01% -16,03%
Maximaler Verlust -6,28% -6,28% -6,28% -29,58% -36,66%
Outperformance +1,83% - +1,05% +6,41% +13,80%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
MFS MERIDIAN FUNDS - BLENDED RES... thesaurierend 350,9200 +15,20% +26,08%
MFS MERIDIAN FUNDS - BLENDED RES... thesaurierend 27,8400 +20,83% +32,82%
MFS MERIDIAN FUNDS - BLENDED RES... thesaurierend 19,3500 +24,28% -
MFS MERIDIAN FUNDS - BLENDED RES... thesaurierend 18,9500 +24,10% -
MFS MERIDIAN FUNDS - BLENDED RES... thesaurierend 22,7300 +19,88% -
MFS MERIDIAN FUNDS - BLENDED RES... thesaurierend 32,2300 +18,58% -
MFS MERIDIAN FUNDS - BLENDED RES... thesaurierend 368,3900 +19,79% +29,25%
MFS MERIDIAN FUNDS - BLENDED RES... thesaurierend 20,3300 +26,19% +22,77%
MFS MERIDIAN FUNDS - BLENDED RES... thesaurierend 256,4200 +21,62% -
MFS MERIDIAN FUNDS - BLENDED RES... thesaurierend 369,1800 +19,96% -
MFS Meridian-Blend.Re.Eur.Eq.Fd.... thesaurierend 24,2100 +19,61% +28,85%
MFS MERIDIAN FUNDS - BLENDED RES... thesaurierend 21,6600 +26,08% -
MFS MERIDIAN FUNDS - BLENDED RES... thesaurierend 25,4100 +21,52% -
MFS MERIDIAN FUNDS - BLENDED RES... thesaurierend 24,7100 +24,92% +19,14%
MFS MERIDIAN FUNDS - BLENDED RES... thesaurierend 32,2400 +18,57% +25,45%
MFS Meridian-Blend.Re.Eur.Eq.Fd.... thesaurierend 23,5900 +20,73% +33,58%

Performance

lfd. Jahr  
+11,46%
6 Monate  
+7,67%
1 Jahr  
+24,92%
3 Jahre  
+19,14%
5 Jahre  
+54,24%
10 Jahre  
+86,21%
seit Beginn  
+147,10%
Jahr
2023  
+17,12%
2022
  -14,34%
2021  
+18,82%
2020  
+2,25%
2019  
+25,71%
2018
  -16,84%
2017  
+28,22%
2016  
+3,91%
2015
  -0,91%