MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse I1 USD/ LU1985812756 /
| NAV04.11.2024 | Diff.+0.9400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 201.6300USD | +0.47% | thesaurierend | Aktien weltweit | MFS IM Co. (LU) ▶ |
Monatliche Performance
| Jan | 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 | -5.58 | 0.47 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.10% | 12.92% | 12.34% | -% | -% |
| Sharpe Ratio | 0.50 | -0.22 | 1.37 | - | - |
| Bester Monat | +6.92% | +4.67% | +11.36% | - | - |
| Schlechtester Monat | -5.58% | -5.58% | -5.58% | - | - |
| 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 | 189.2500 | +13.92% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.8600 | +14.03% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.2900 | +18.54% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.3000 | +17.68% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.5500 | +18.00% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 17.3300 | +17.02% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 205.5700 | +18.20% | +36.37% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 201.6300 | +19.85% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 176.7100 | +17.50% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 205.6300 | +15.95% | - | |
| MFS Meridian-Contrarian Value Fd... | thesaurierend | 20.0600 | +19.69% | +28.10% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 20.1500 | +20.01% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 17.5300 | +17.18% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.2900 | +18.15% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 12.7700 | +14.63% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 17.6600 | +17.73% | - | |
| MFS Meridian-Contrarian Value Fd... | thesaurierend | 19.0400 | +18.56% | +24.36% | |
| MFS Meridian-Contrarian Value Fd... | ausschüttend | 16.7100 | +16.36% | +14.77% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 17.3200 | +16.95% | - |
Performance
| lfd. Jahr | +7.65% | ||
|---|---|---|---|
| 6 Monate | +0.11% | ||
| 1 Jahr | +19.85% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +31.78% | ||
| Jahr | |||
| 2023 | +22.42% | ||
