MFS MERIDIAN FUNDS - CONTINENTAL EUROPEAN EQUITY FUND - Klasse WH1 GBP/ LU0583245823 /
| NAV04/11/2024 | Diferencia+0.2200 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 30.5600GBP | +0.73% | reinvestment | Equity Mixed Sectors | MFS IM Co. (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | -2.73 | 0.73 | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.77% | 10.88% | 9.39% | 13.51% | -% |
| Índice de Sharpe | 0.71 | 0.32 | 1.47 | 0.13 | - |
| El mes mejor | +3.95% | +3.95% | +6.08% | +7.84% | - |
| El mes peor | -2.93% | -2.73% | -2.93% | -6.78% | - |
| Pérdida máxima | -5.73% | -5.73% | -5.73% | -17.65% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en GBP
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 475.8600 | +11.81% | +9.80% | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 477.6500 | +12.08% | - | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 30.5600 | +16.77% | +15.41% | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 17.3700 | +14.96% | - | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 17.8300 | +15.40% | - | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 139.9800 | +15.96% | - | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 31.0700 | +15.98% | +2.10% | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 33.5300 | +14.44% | +8.41% | |
| MFS Meridian-Continental Eur.Eq.... | reinvestment | 26.4600 | +15.60% | +11.69% | |
| MFS MERIDIAN FUNDS - CONTINENTAL... | reinvestment | 21.8200 | +17.06% | +5.31% |
Performance
| Año hasta la fecha | +8.33% | ||
|---|---|---|---|
| 6 Meses | +3.24% | ||
| Promedio móvil | +16.77% | ||
| 3 Años | +15.41% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +43.68% | ||
| Año | |||
| 2023 | +15.38% | ||
| 2022 | -9.11% | ||
| 2021 | +26.47% | ||
