MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse IH1 EUR/  LU1985813051  /

Fonds
NAV04.11.2024 Diff.+0,8000 Ertragstyp Ausrichtung Fondsgesellschaft
176,7100EUR +0,45% thesaurierend Aktien weltweit MFS IM Co. (LU) 
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2023 - -0,83 0,44 1,53 -4,78 5,05 5,38 -4,10 -2,35 -3,64 11,10 4,17 +19,14%
2024 -1,29 0,75 6,76 -1,93 4,49 -4,73 4,03 2,15 1,52 -5,68 0,45 - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,08% 12,89% 12,28% -% -%
Sharpe Ratio 0,33 -0,37 1,18 - -
Bester Monat +6,76% +4,49% +11,10% - -
Schlechtester Monat -5,68% -5,68% -5,68% - -
Maximaler Verlust -8,00% -8,00% -8,00% - -
Outperformance - - - - -
 
Alle Kurse in EUR

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  
+5,95%
6 Monate
  -0,86%
1 Jahr  
+17,50%
3 Jahre     -
5 Jahre     -
10 Jahre     -
seit Beginn  
+26,23%
Jahr
2023  
+19,14%