MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse W1 GBP/ LU1985812327 /
| NAV02.10.2024 | Diff.-0.0900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 19.1400GBP | -0.47% | thesaurierend | Aktien weltweit | MFS IM Co. (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | 1.73 | -1.58 | -0.19 | -3.77 | 3.15 | 4.49 | -2.62 | 1.53 | -3.08 | 7.22 | 3.37 | +15.72% |
| 2024 | -0.45 | 1.24 | 6.91 | -0.83 | 2.68 | -3.84 | 2.45 | 0.21 | -0.16 | -0.62 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.91% | 10.11% | 10.19% | -% | -% |
| Sharpe Ratio | 0.69 | -0.25 | 1.27 | - | - |
| Bester Monat | +6.91% | +2.68% | +7.22% | - | - |
| Schlechtester Monat | -3.84% | -3.84% | -3.84% | - | - |
| Maximaler Verlust | -8.19% | -8.19% | -8.19% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in GBP
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 | +7.47% | ||
|---|---|---|---|
| 6 Monate | +0.37% | ||
| 1 Jahr | +16.21% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +24.37% | ||
| Jahr | |||
| 2023 | +15.72% | ||
