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MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse WH1 GBP/  LU1985812590  /

Fonds
NAV26.08.2024 Diff.-0,0500 Ertragstyp Ausrichtung Fondsgesellschaft
18,8900GBP -0,26% thesaurierend Aktien weltweit MFS IM Co. (LU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2023 - -0,66 0,73 1,64 -4,72 5,16 5,49 -3,98 -2,23 -3,59 11,16 4,26 +20,89%
2024 -1,17 0,89 6,85 -1,86 4,52 -4,59 4,20 1,50 - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,14% 12,39% 12,87% -% -%
Sharpe Ratio 1,05 1,32 1,46 - -
Bester Monat +6,85% +6,85% +11,16% - -
Schlechtester Monat -4,59% -4,59% -4,59% - -
Maximaler Verlust -7,79% -7,79% -7,87% - -
Outperformance - - - - -
 
Alle Kurse in GBP

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 191,6100 +17,96% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 19,1000 +18,05% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,8900 +22,19% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,9200 +21,20% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 19,1700 +21,56% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 17,4400 +16,66% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 206,4500 +19,80% +41,00%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 207,7600 +23,50% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 182,6400 +20,91% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 206,4500 - -
MFS Meridian-Contrarian Value Fd... thesaurierend 20,6800 +23,39% +33,59%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 20,7500 +23,59% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,1500 +20,76% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,3700 +19,75% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 13,2700 +18,06% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,2500 +21,18% -
MFS Meridian-Contrarian Value Fd... thesaurierend 19,6600 +22,19% +29,60%
MFS Meridian-Contrarian Value Fd... ausschüttend 17,3000 +19,64% +19,81%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 17,4300 +18,49% -

Performance

lfd. Jahr  
+10,27%
6 Monate  
+9,44%
1 Jahr  
+22,19%
3 Jahre     -
5 Jahre     -
10 Jahre     -
seit Beginn  
+33,31%
Jahr
2023  
+20,89%