MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse WS1 USD/ LU2495342425 /
| NAV03.10.2024 | Diff.-0.1900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 20.7500USD | -0.91% | thesaurierend | Aktien weltweit | MFS IM Co. (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | -0.61 | 0.80 | 1.71 | -4.61 | 5.27 | 5.66 | -3.89 | -2.17 | -3.48 | 11.38 | 4.41 | +22.46% |
| 2024 | -1.12 | 0.92 | 6.91 | -1.80 | 4.70 | -4.53 | 4.19 | 2.35 | 1.68 | -2.26 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.25% | 12.99% | 13.07% | -% | -% |
| Sharpe Ratio | 0.94 | 0.39 | 1.94 | - | - |
| Bester Monat | +6.91% | +4.70% | +11.38% | - | - |
| Schlechtester Monat | -4.53% | -4.53% | -4.53% | - | - |
| Maximaler Verlust | -7.60% | -7.60% | -7.60% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 192.4300 | +17.92% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 19.1800 | +18.03% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.8500 | +27.02% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.8800 | +26.03% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 19.1300 | +26.35% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 17.6200 | +20.60% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 208.8100 | +21.85% | +44.90% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 207.6900 | +28.43% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 182.2400 | +25.86% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 208.8400 | - | - | |
| MFS Meridian-Contrarian Value Fd... | thesaurierend | 20.6700 | +28.31% | +36.98% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 20.7500 | +28.56% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.1000 | +25.61% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.5800 | +21.76% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 13.2000 | +22.79% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 18.2100 | +26.02% | - | |
| MFS Meridian-Contrarian Value Fd... | thesaurierend | 19.6300 | +27.06% | +32.90% | |
| MFS Meridian-Contrarian Value Fd... | ausschüttend | 17.2500 | +24.64% | +22.78% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | thesaurierend | 17.6100 | +20.53% | - |
Performance
| lfd. Jahr | +10.96% | ||
|---|---|---|---|
| 6 Monate | +4.11% | ||
| 1 Jahr | +28.56% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +35.89% | ||
| Jahr | |||
| 2023 | +22.46% | ||
