MFS MERIDIAN FUNDS - BLENDED RESEARCH EUROPEAN EQUITY FUND - Klasse I1 USD/ LU0944406296 /
| NAV02/10/2024 | Chg.+0.0200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 20.3300USD | +0.10% | reinvestment | Equity Europe | MFS IM Co. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | 2.55 | 4.70 | 3.40 | 5.15 | -2.54 | 2.30 | 2.31 | -4.51 | 4.91 | -3.70 | 6.06 | +17.23% |
| 2022 | -3.17 | -3.15 | 0.06 | -5.78 | 1.73 | -9.93 | 4.95 | -6.32 | -8.80 | 7.39 | 13.33 | -2.11 | -13.45% |
| 2023 | 8.95 | -2.16 | 1.96 | 4.03 | -5.37 | 4.03 | 2.88 | -2.51 | -4.27 | -3.24 | 8.34 | 5.60 | +18.29% |
| 2024 | -0.72 | 1.50 | 4.11 | -2.68 | 6.22 | -2.44 | 2.87 | 3.75 | 0.44 | -1.02 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.38% | 13.27% | 12.71% | 17.11% | -% |
| Sharpe ratio | 1.08 | 1.04 | 1.80 | 0.22 | - |
| Best month | +6.22% | +6.22% | +8.34% | +13.33% | - |
| Worst month | -2.68% | -2.68% | -3.24% | -9.93% | - |
| Maximum loss | -6.20% | -6.20% | -6.20% | -28.59% | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - BLENDED RES... | reinvestment | 350.9200 | +15.20% | +26.08% | |
| MFS MERIDIAN FUNDS - BLENDED RES... | reinvestment | 27.8400 | +20.83% | +32.82% | |
| MFS MERIDIAN FUNDS - BLENDED RES... | reinvestment | 19.3500 | +24.28% | - | |
| MFS MERIDIAN FUNDS - BLENDED RES... | reinvestment | 18.9500 | +24.10% | - | |
| MFS MERIDIAN FUNDS - BLENDED RES... | reinvestment | 22.7300 | +19.88% | - | |
| MFS MERIDIAN FUNDS - BLENDED RES... | reinvestment | 32.2300 | +18.58% | - | |
| MFS MERIDIAN FUNDS - BLENDED RES... | reinvestment | 368.3900 | +19.79% | +29.25% | |
| MFS MERIDIAN FUNDS - BLENDED RES... | reinvestment | 20.3300 | +26.19% | +22.77% | |
| MFS MERIDIAN FUNDS - BLENDED RES... | reinvestment | 256.4200 | +21.62% | - | |
| MFS MERIDIAN FUNDS - BLENDED RES... | reinvestment | 369.1800 | +19.96% | - | |
| MFS Meridian-Blend.Re.Eur.Eq.Fd.... | reinvestment | 24.2100 | +19.61% | +28.85% | |
| MFS MERIDIAN FUNDS - BLENDED RES... | reinvestment | 21.6600 | +26.08% | - | |
| MFS MERIDIAN FUNDS - BLENDED RES... | reinvestment | 25.4100 | +21.52% | - | |
| MFS MERIDIAN FUNDS - BLENDED RES... | reinvestment | 24.7100 | +24.92% | +19.14% | |
| MFS MERIDIAN FUNDS - BLENDED RES... | reinvestment | 32.2400 | +18.57% | +25.45% | |
| MFS Meridian-Blend.Re.Eur.Eq.Fd.... | reinvestment | 23.5900 | +20.73% | +33.58% |
Performance
| YTD | +12.26% | ||
|---|---|---|---|
| 6 Months | +8.20% | ||
| 1 Year | +26.19% | ||
| 3 Years | +22.77% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +34.73% | ||
| Year | |||
| 2023 | +18.29% | ||
| 2022 | -13.45% | ||
| 2021 | +17.23% | ||
