MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse I1 USD/ LU1985812756 /
NAV10/2/2024 | Chg.-1.1100 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
209.6400USD | -0.53% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 12.26% | 12.93% | 13.16% | -% | -% |
Sharpe ratio | 1.06 | 0.70 | 1.86 | - | - |
Best month | +6.92% | +4.67% | +11.36% | - | - |
Worst month | -4.56% | -4.56% | -4.56% | - | - |
Maximum loss | -7.62% | -7.62% | -7.62% | - | - |
Outperformance | - | - | - | - | - |
All quotes in USD
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 | +11.92% | ||
---|---|---|---|
6 Months | +5.99% | ||
1 Year | +27.79% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +37.01% | ||
Year | |||
2023 | +22.42% |