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MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse N1 USD/  LU1985812160  /

Fonds
NAV02.10.2024 Diff.-0,1000 Ertragstyp Ausrichtung Fondsgesellschaft
19,3100USD -0,52% thesaurierend Aktien weltweit MFS IM Co. (LU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
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 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,24% 12,93% 13,13% -% -%
Sharpe Ratio 0,91 0,56 1,71 - -
Bester Monat +6,79% +4,56% +11,22% - -
Schlechtester Monat -4,68% -4,68% -4,68% - -
Maximaler Verlust -7,92% -7,92% -7,92% - -
Outperformance - - - - -
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 192,0800 +16,17% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 19,1400 +16,21% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 19,0300 +26,36% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 19,0600 +25,48% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 19,3100 +25,72% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 17,7500 +20,01% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 210,3600 +21,29% +45,97%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 209,6400 +27,79% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 183,9700 +25,22% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 210,4000 - -
MFS Meridian-Contrarian Value Fd... thesaurierend 20,8600 +27,66% +38,24%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 20,9400 +27,92% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,2700 +24,97% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,7200 +21,24% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 13,3300 +22,18% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,3900 +25,44% -
MFS Meridian-Contrarian Value Fd... thesaurierend 19,8200 +26,40% +34,19%
MFS Meridian-Contrarian Value Fd... ausschüttend 17,4100 +24,00% +23,91%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 17,7400 +19,95% -

Performance

lfd. Jahr  
+10,60%
6 Monate  
+5,12%
1 Jahr  
+25,72%
3 Jahre     -
5 Jahre     -
10 Jahre     -
seit Beginn  
+33,26%
Jahr
2023  
+20,50%