MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse WS1 USD/ LU2495342425 /
| NAV03/10/2024 | Chg.-0.1900 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 20.7500USD | -0.91% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.25% | 12.99% | 13.07% | -% | -% |
| Sharpe ratio | 0.94 | 0.39 | 1.94 | - | - |
| Best month | +6.91% | +4.70% | +11.38% | - | - |
| Worst month | -4.53% | -4.53% | -4.53% | - | - |
| Maximum loss | -7.60% | -7.60% | -7.60% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| 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
| YTD | +10.96% | ||
|---|---|---|---|
| 6 Months | +4.11% | ||
| 1 Year | +28.56% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +35.89% | ||
| Year | |||
| 2023 | +22.46% | ||
