DetailsChartProfilRisikomatrixNachrichtenDokumente

MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse I1 USD/  LU1985812756  /

Fonds
NAV02.10.2024 Diff.-1,1100 Ertragstyp Ausrichtung Fondsgesellschaft
209,6400USD -0,53% thesaurierend Aktien weltweit MFS IM Co. (LU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2023 - -0,60 0,77 1,73 -4,62 5,31 5,61 -3,90 -2,16 -3,47 11,36 4,39 +22,42%
2024 -1,15 0,91 6,92 -1,79 4,67 -4,56 4,19 2,38 1,67 -1,36 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,26% 12,93% 13,16% -% -%
Sharpe Ratio 1,06 0,70 1,86 - -
Bester Monat +6,92% +4,67% +11,36% - -
Schlechtester Monat -4,56% -4,56% -4,56% - -
Maximaler Verlust -7,62% -7,62% -7,62% - -
Outperformance - - - - -
 
Alle Kurse in USD

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  
+11,92%
6 Monate  
+5,99%
1 Jahr  
+27,79%
3 Jahre     -
5 Jahre     -
10 Jahre     -
seit Beginn  
+37,01%
Jahr
2023  
+22,42%