MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse WS1 USD/ LU2495342425 /
| NAV05/11/2024 | Diferencia+0.1700 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 20.3200USD | +0.84% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | -5.56 | 1.35 | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 12.08% | 12.87% | 12.33% | -% | -% |
| Índice de Sharpe | 0.60 | -0.08 | 1.46 | - | - |
| El mes mejor | +6.91% | +4.70% | +11.38% | - | - |
| El mes peor | -5.56% | -5.56% | -5.56% | - | - |
| Pérdida máxima | -7.60% | -7.60% | -7.60% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 189.8100 | +14.26% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.9200 | +14.39% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.4500 | +19.57% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.4600 | +18.71% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.7100 | +19.02% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.4100 | +17.56% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 206.4600 | +18.72% | +35.92% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 203.4100 | +20.90% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 178.2800 | +18.55% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 206.5200 | +16.45% | - | |
| MFS Meridian-Contrarian Value Fd... | reinvestment | 20.2400 | +20.76% | +28.10% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 20.3200 | +21.02% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.6800 | +18.18% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.3700 | +18.67% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 12.8900 | +15.71% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.8100 | +18.73% | - | |
| MFS Meridian-Contrarian Value Fd... | reinvestment | 19.2100 | +19.61% | +24.42% | |
| MFS Meridian-Contrarian Value Fd... | paying dividend | 16.8500 | +17.34% | +14.78% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.4000 | +17.49% | - |
Performance
| Año hasta la fecha | +8.66% | ||
|---|---|---|---|
| 6 Meses | +1.04% | ||
| Promedio móvil | +21.02% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +33.07% | ||
| Año | |||
| 2023 | +22.46% | ||
