MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse P1 EUR/ LU2647376727 /
| NAV02/10/2024 | Diferencia-0.0700 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 17.7500EUR | -0.39% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | -0.67 | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 10.37% | 11.01% | 10.68% | -% | -% |
| Índice de Sharpe | 1.13 | 0.20 | 1.57 | - | - |
| El mes mejor | +7.07% | +3.03% | +8.35% | - | - |
| El mes peor | -3.38% | -3.38% | -3.82% | - | - |
| Pérdida máxima | -8.54% | -8.54% | -8.54% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| 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
| Año hasta la fecha | +11.01% | ||
|---|---|---|---|
| 6 Meses | +2.72% | ||
| Promedio móvil | +20.01% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +18.73% | ||
| Año | |||
