MFS MERIDIAN FUNDS - CONTINENTAL EUROPEAN EQUITY FUND - Klasse WH1 GBP/ LU0583245823 /
| NAV10/2/2024 | Chg.+0.0300 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 31.0000GBP | +0.10% | reinvestment | Equity Mixed Sectors | MFS IM Co. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | 1.70 | 7.28 | 3.08 | 3.90 | 1.46 | 2.42 | 2.53 | -3.76 | 5.08 | -1.97 | 6.16 | +26.47% |
| 2022 | -4.72 | -4.53 | 1.96 | -0.84 | -0.44 | -6.78 | 7.84 | -4.77 | -3.65 | 6.21 | 7.00 | -5.31 | -9.11% |
| 2023 | 6.99 | 0.61 | 1.79 | 2.43 | -2.11 | 2.12 | 1.31 | -1.37 | -4.01 | -2.51 | 6.08 | 3.68 | +15.38% |
| 2024 | 2.23 | 1.70 | 2.32 | -2.93 | 3.95 | -1.22 | 2.27 | 2.03 | -0.06 | -0.61 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.74% | 10.62% | 9.63% | 13.51% | -% |
| Sharpe ratio | 1.04 | 0.56 | 1.58 | 0.36 | - |
| Best month | +3.95% | +3.95% | +6.08% | +7.84% | - |
| Worst month | -2.93% | -2.93% | -2.93% | -6.78% | - |
| Maximum loss | -5.73% | -5.73% | -5.73% | -17.65% | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 479.3000 | +12.79% | +19.76% | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 480.9900 | +13.06% | - | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 31.0000 | +18.46% | +26.48% | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 17.9600 | +21.19% | - | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 18.4300 | +21.57% | - | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 142.1100 | +17.58% | - | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 32.0900 | +22.20% | +12.83% | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 34.0800 | +16.00% | +18.83% | |
| MFS Meridian-Continental Eur.Eq.... | reinvestment | 26.8700 | +17.18% | +22.41% | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 22.5100 | +23.27% | +16.33% |
Performance
| YTD | +9.89% | ||
|---|---|---|---|
| 6 Months | +4.52% | ||
| 1 Year | +18.46% | ||
| 3 Years | +26.48% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +45.75% | ||
| Year | |||
| 2023 | +15.38% | ||
| 2022 | -9.11% | ||
| 2021 | +26.47% | ||
