MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse I1 GBP/ LU1985813135 /
| NAV2024-10-02 | Chg.-0.8600 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 192.0800GBP | -0.45% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | 1.71 | -1.59 | -0.14 | -3.79 | 3.16 | 4.51 | -2.64 | 1.58 | -3.11 | 7.23 | 3.38 | +15.82% |
| 2024 | -0.43 | 1.25 | 6.93 | -0.81 | 2.55 | -3.85 | 2.45 | 0.20 | -0.13 | -0.63 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.91% | 10.12% | 10.19% | -% | -% |
| Sharpe ratio | 0.68 | -0.27 | 1.27 | - | - |
| Best month | +6.93% | +2.55% | +7.23% | - | - |
| Worst month | -3.85% | -3.85% | -3.85% | - | - |
| Maximum loss | -8.28% | -8.28% | -8.28% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 192.0800 | +16.17% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 19.1400 | +16.21% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 19.0300 | +26.36% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 19.0600 | +25.48% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 19.3100 | +25.72% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.7500 | +20.01% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 210.3600 | +21.29% | +45.97% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 209.6400 | +27.79% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 183.9700 | +25.22% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 210.4000 | - | - | |
| MFS Meridian-Contrarian Value Fd... | reinvestment | 20.8600 | +27.66% | +38.24% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 20.9400 | +27.92% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.2700 | +24.97% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.7200 | +21.24% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 13.3300 | +22.18% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.3900 | +25.44% | - | |
| MFS Meridian-Contrarian Value Fd... | reinvestment | 19.8200 | +26.40% | +34.19% | |
| MFS Meridian-Contrarian Value Fd... | paying dividend | 17.4100 | +24.00% | +23.91% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.7400 | +19.95% | - |
Performance
| YTD | +7.40% | ||
|---|---|---|---|
| 6 Months | +0.27% | ||
| 1 Year | +16.17% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +24.40% | ||
| Year | |||
| 2023 | +15.82% | ||
