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

Fonds
NAV04.11.2024 Diff.+0,1000 Ertragstyp Ausrichtung Fondsgesellschaft
20,1500USD +0,50% thesaurierend Aktien weltweit MFS IM Co. (LU) ▶
 

Monatliche Performance

  Jan Feb Mrz 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 -5,56 0,50 - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,07% 12,87% 12,33% -% -%
Sharpe Ratio 0,51 -0,21 1,38 - -
Bester Monat +6,91% +4,70% +11,38% - -
Schlechtester Monat -5,56% -5,56% -5,56% - -
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 189,2500 +13,92% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,8600 +14,03% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,2900 +18,54% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,3000 +17,68% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,5500 +18,00% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 17,3300 +17,02% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 205,5700 +18,20% +36,37%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 201,6300 +19,85% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 176,7100 +17,50% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 205,6300 +15,95% -
MFS Meridian-Contrarian Value Fd... thesaurierend 20,0600 +19,69% +28,10%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 20,1500 +20,01% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 17,5300 +17,18% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 18,2900 +18,15% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 12,7700 +14,63% -
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 17,6600 +17,73% -
MFS Meridian-Contrarian Value Fd... thesaurierend 19,0400 +18,56% +24,36%
MFS Meridian-Contrarian Value Fd... ausschüttend 16,7100 +16,36% +14,77%
MFS MERIDIAN FUNDS - CONTRARIAN ... thesaurierend 17,3200 +16,95% -

Performance

lfd. Jahr  
+7,75%
6 Monate  
+0,20%
1 Jahr  
+20,01%
3 Jahre     -
5 Jahre     -
10 Jahre     -
seit Beginn  
+31,96%
Jahr
2023  
+22,46%