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MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse I1 EUR/  LU1985812830  /

Fonds
NAV02.10.2024 Diff.-0,7900 Ertragstyp Ausrichtung Fondsgesellschaft
210,3600EUR -0,37% thesaurierend Aktien weltweit MFS IM Co. (LU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2019 - - - - - - - - 2,71 2,06 4,05 3,00 -
2020 -4,01 -7,48 -20,33 10,70 1,35 2,18 -1,03 5,11 -3,27 0,19 19,21 5,66 +3,01%
2021 -1,20 9,91 5,93 1,61 3,65 -0,62 1,18 1,54 -1,29 3,54 -4,40 5,87 +27,94%
2022 2,34 -2,32 1,74 0,08 2,05 -8,77 10,17 -5,14 -8,26 9,92 6,75 -4,27 +2,07%
2023 8,63 2,02 -1,58 0,12 -1,82 3,17 4,81 -2,57 0,49 -3,69 8,42 2,78 +21,81%
2024 1,12 0,84 7,10 -0,72 2,95 -3,31 3,09 0,23 0,96 -0,64 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 10,39% 11,15% 10,70% 14,56% 20,58%
Sharpe Ratio 1,24 0,30 1,69 0,70 0,60
Bester Monat +7,10% +3,09% +8,42% +10,17% +19,21%
Schlechtester Monat -3,31% -3,31% -3,69% -8,77% -20,33%
Maximaler Verlust -8,38% -8,38% -8,38% -14,83% -37,89%
Outperformance - - - - -
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 192,0800 +16,17% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 19,1400 +16,21% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 19,0300 +26,36% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 19,0600 +25,48% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 19,3100 +25,72% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 17,7500 +20,01% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 210,3600 +21,29% +45,97%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 209,6400 +27,79% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 183,9700 +25,22% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 210,4000 - -
MFS Meridian-Contrarian Value Fd... thesaurierend 20,8600 +27,66% +38,24%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 20,9400 +27,92% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,2700 +24,97% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,7200 +21,24% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 13,3300 +22,18% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,3900 +25,44% -
MFS Meridian-Contrarian Value Fd... thesaurierend 19,8200 +26,40% +34,19%
MFS Meridian-Contrarian Value Fd... ausschüttend 17,4100 +24,00% +23,91%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 17,7400 +19,95% -

Performance

lfd. Jahr  
+11,88%
6 Monate  
+3,26%
1 Jahr  
+21,29%
3 Jahre  
+45,97%
5 Jahre  
+106,97%
10 Jahre     -
seit Beginn  
+108,86%
Jahr
2023  
+21,81%
2022  
+2,07%
2021  
+27,94%
2020  
+3,01%