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MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse WH1 EUR/  LU1985812673  /

Fonds
NAV04.11.2024 Diff.+0,0800 Ertragstyp Ausrichtung Fondsgesellschaft
17,5300EUR +0,46% thesaurierend Aktien weltweit MFS IM Co. (LU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2023 - -0,80 0,41 1,55 -4,77 5,01 5,37 -4,09 -2,36 -3,63 11,09 4,14 +19,10%
2024 -1,33 0,79 6,73 -1,93 4,46 -4,71 3,90 2,24 1,48 -5,83 0,46 - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,03% 12,84% 12,25% -% -%
Sharpe Ratio 0,31 -0,41 1,16 - -
Bester Monat +6,73% +4,46% +11,09% - -
Schlechtester Monat -5,83% -5,83% -5,83% - -
Maximaler Verlust -8,08% -8,08% -8,08% - -
Outperformance - - - - -
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 189,2500 +13,92% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,8600 +14,03% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,2900 +18,54% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,3000 +17,68% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,5500 +18,00% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 17,3300 +17,02% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 205,5700 +18,20% +36,37%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 201,6300 +19,85% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 176,7100 +17,50% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 205,6300 +15,95% -
MFS Meridian-Contrarian Value Fd... thesaurierend 20,0600 +19,69% +28,10%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 20,1500 +20,01% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 17,5300 +17,18% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,2900 +18,15% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 12,7700 +14,63% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 17,6600 +17,73% -
MFS Meridian-Contrarian Value Fd... thesaurierend 19,0400 +18,56% +24,36%
MFS Meridian-Contrarian Value Fd... ausschüttend 16,7100 +16,36% +14,77%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 17,3200 +16,95% -

Performance

lfd. Jahr  
+5,67%
6 Monate
  -1,07%
1 Jahr  
+17,18%
3 Jahre     -
5 Jahre     -
10 Jahre     -
seit Beginn  
+25,84%
Jahr
2023  
+19,10%