MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse N1 USD/ LU1985812160 /
| NAV2024-10-02 | Chg.-0.1000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 19.3100USD | -0.52% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | -0.71 | 0.58 | 1.61 | -4.76 | 5.19 | 5.44 | -4.02 | -2.31 | -3.59 | 11.22 | 4.24 | +20.50% |
| 2024 | -1.26 | 0.75 | 6.79 | -1.94 | 4.56 | -4.68 | 4.03 | 2.23 | 1.56 | -1.38 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.24% | 12.93% | 13.13% | -% | -% |
| Sharpe ratio | 0.91 | 0.56 | 1.71 | - | - |
| Best month | +6.79% | +4.56% | +11.22% | - | - |
| Worst month | -4.68% | -4.68% | -4.68% | - | - |
| Maximum loss | -7.92% | -7.92% | -7.92% | - | - |
| 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 | +10.60% | ||
|---|---|---|---|
| 6 Months | +5.12% | ||
| 1 Year | +25.72% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +33.26% | ||
| Year | |||
| 2023 | +20.50% | ||
