MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse IH1 EUR/ LU1985813051 /
| NAV11/4/2024 | Chg.+0.8000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 176.7100EUR | +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 | - | -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 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.08% | 12.89% | 12.28% | -% | -% |
| Sharpe ratio | 0.33 | -0.37 | 1.18 | - | - |
| Best month | +6.76% | +4.49% | +11.10% | - | - |
| Worst month | -5.68% | -5.68% | -5.68% | - | - |
| Maximum loss | -8.00% | -8.00% | -8.00% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 189.2500 | +13.92% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.8600 | +14.03% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.2900 | +18.54% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.3000 | +17.68% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.5500 | +18.00% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.3300 | +17.02% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 205.5700 | +18.20% | +36.37% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 201.6300 | +19.85% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 176.7100 | +17.50% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 205.6300 | +15.95% | - | |
| MFS Meridian-Contrarian Value Fd... | reinvestment | 20.0600 | +19.69% | +28.10% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 20.1500 | +20.01% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.5300 | +17.18% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.2900 | +18.15% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 12.7700 | +14.63% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.6600 | +17.73% | - | |
| MFS Meridian-Contrarian Value Fd... | reinvestment | 19.0400 | +18.56% | +24.36% | |
| MFS Meridian-Contrarian Value Fd... | paying dividend | 16.7100 | +16.36% | +14.77% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.3200 | +16.95% | - |
Performance
| YTD | +5.95% | ||
|---|---|---|---|
| 6 Months | -0.86% | ||
| 1 Year | +17.50% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +26.23% | ||
| Year | |||
| 2023 | +19.14% | ||
