MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse WH1 EUR/ LU1985812673 /
| NAV03/10/2024 | Diferencia-0.1700 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 18.1000EUR | -0.93% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -2.32 | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 12.21% | 12.94% | 12.99% | -% | -% |
| Índice de Sharpe | 0.74 | 0.20 | 1.72 | - | - |
| El mes mejor | +6.73% | +4.46% | +11.09% | - | - |
| El mes peor | -4.71% | -4.71% | -4.71% | - | - |
| Pérdida máxima | -8.08% | -8.08% | -8.08% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 192.4300 | +17.92% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 19.1800 | +18.03% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.8500 | +27.02% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.8800 | +26.03% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 19.1300 | +26.35% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.6200 | +20.60% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 208.8100 | +21.85% | +44.90% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 207.6900 | +28.43% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 182.2400 | +25.86% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 208.8400 | - | - | |
| MFS Meridian-Contrarian Value Fd... | reinvestment | 20.6700 | +28.31% | +36.98% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 20.7500 | +28.56% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.1000 | +25.61% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.5800 | +21.76% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 13.2000 | +22.79% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.2100 | +26.02% | - | |
| MFS Meridian-Contrarian Value Fd... | reinvestment | 19.6300 | +27.06% | +32.90% | |
| MFS Meridian-Contrarian Value Fd... | paying dividend | 17.2500 | +24.64% | +22.78% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.6100 | +20.53% | - |
Performance
| Año hasta la fecha | +9.10% | ||
|---|---|---|---|
| 6 Meses | +2.90% | ||
| Promedio móvil | +25.61% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +29.94% | ||
| Año | |||
| 2023 | +19.10% | ||
