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MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse WS1 USD/  LU2495342425  /

Fonds
NAV03.10.2024 Diff.-0,1900 Ertragstyp Ausrichtung Fondsgesellschaft
20,7500USD -0,91% thesaurierend Aktien weltweit MFS IM Co. (LU) ▶
 

Monatliche Performance

  Jän 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%