MFS MERIDIAN FUNDS - BLENDED RESEARCH EUROPEAN EQUITY FUND - Klasse I1 GBP/ LU0648598034 /
| NAV04.11.2024 | Diff.+0.8700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 346.3900GBP | +0.25% | thesaurierend | Aktien Europa | MFS IM Co. (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | 0.79 | 5.98 | 3.27 | 2.16 | 0.33 | 1.48 | 3.50 | -2.56 | 3.52 | -0.96 | 4.02 | +18.09% |
| 2022 | -2.39 | -2.88 | 1.99 | -1.49 | 1.59 | -6.89 | 5.09 | -1.92 | -5.17 | 4.77 | 7.51 | -2.25 | -3.05% |
| 2023 | 6.78 | 0.33 | -0.45 | 2.10 | -4.68 | 2.07 | 1.78 | -1.33 | -0.33 | -3.19 | 4.44 | 4.41 | +11.93% |
| 2024 | 0.03 | 1.93 | 4.12 | -1.73 | 4.18 | -1.65 | 1.14 | 1.57 | -1.35 | -1.80 | 0.25 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.57% | 10.32% | 9.22% | 13.07% | -% |
| Sharpe Ratio | 0.51 | -0.11 | 1.25 | 0.15 | - |
| Bester Monat | +4.41% | +4.18% | +4.44% | +7.51% | - |
| Schlechtester Monat | -1.80% | -1.80% | -1.80% | -6.89% | - |
| Maximaler Verlust | -5.65% | -5.65% | -5.65% | -13.92% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - BLENDED RES... | thesaurierend | 346.3900 | +14.54% | +15.95% | |
| MFS MERIDIAN FUNDS - BLENDED RES... | thesaurierend | 27.2900 | +19.54% | +21.56% | |
| MFS MERIDIAN FUNDS - BLENDED RES... | thesaurierend | 18.6200 | +18.30% | - | |
| MFS MERIDIAN FUNDS - BLENDED RES... | thesaurierend | 18.2300 | +18.15% | - | |
| MFS MERIDIAN FUNDS - BLENDED RES... | thesaurierend | 22.2400 | +18.49% | - | |
| MFS MERIDIAN FUNDS - BLENDED RES... | thesaurierend | 31.5300 | +17.30% | - | |
| MFS MERIDIAN FUNDS - BLENDED RES... | thesaurierend | 360.6800 | +18.48% | +18.29% | |
| MFS MERIDIAN FUNDS - BLENDED RES... | thesaurierend | 19.5900 | +20.11% | +11.43% | |
| MFS MERIDIAN FUNDS - BLENDED RES... | thesaurierend | 251.3800 | +20.34% | - | |
| MFS MERIDIAN FUNDS - BLENDED RES... | thesaurierend | 361.5000 | +18.66% | - | |
| MFS Meridian-Blend.Re.Eur.Eq.Fd.... | thesaurierend | 23.7100 | +18.37% | +17.96% | |
| MFS MERIDIAN FUNDS - BLENDED RES... | thesaurierend | 20.8700 | +20.01% | - | |
| MFS MERIDIAN FUNDS - BLENDED RES... | thesaurierend | 24.9100 | +20.22% | - | |
| MFS MERIDIAN FUNDS - BLENDED RES... | thesaurierend | 23.7900 | +18.89% | +8.14% | |
| MFS MERIDIAN FUNDS - BLENDED RES... | thesaurierend | 31.5400 | +17.34% | +14.82% | |
| MFS Meridian-Blend.Re.Eur.Eq.Fd.... | thesaurierend | 23.1000 | +19.38% | +22.29% |
Performance
| lfd. Jahr | +6.64% | ||
|---|---|---|---|
| 6 Monate | +0.97% | ||
| 1 Jahr | +14.54% | ||
| 3 Jahre | +15.95% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +36.67% | ||
| Jahr | |||
| 2023 | +11.93% | ||
| 2022 | -3.05% | ||
| 2021 | +18.09% | ||
