MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse P1 EUR/ LU2647376727 /
| NAV2024-11-04 | Chg.+0.0800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 17.3300EUR | +0.46% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | - | - | - | - | - | - | -3.82 | 8.35 | 2.70 | - |
| 2024 | 1.00 | 0.74 | 7.07 | -0.80 | 2.84 | -3.38 | 3.03 | 0.11 | 0.90 | -3.47 | 0.46 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.46% | 11.69% | 10.18% | -% | -% |
| Sharpe ratio | 0.67 | -0.51 | 1.38 | - | - |
| Best month | +7.07% | +3.03% | +8.35% | - | - |
| Worst month | -3.47% | -3.47% | -3.47% | - | - |
| Maximum loss | -8.54% | -8.54% | -8.54% | - | - |
| 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 | +8.38% | ||
|---|---|---|---|
| 6 Months | -1.42% | ||
| 1 Year | +17.02% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +15.92% | ||
| Year | |||
