MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse WS1 USD/ LU2495342425 /
| NAV03/10/2024 | Diferencia-0.1900 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 20.7500USD | -0.91% | 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 | -2.26 | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 12.25% | 12.99% | 13.07% | -% | -% |
| Índice de Sharpe | 0.94 | 0.39 | 1.94 | - | - |
| El mes mejor | +6.91% | +4.70% | +11.38% | - | - |
| El mes peor | -4.53% | -4.53% | -4.53% | - | - |
| 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 | 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
| Año hasta la fecha | +10.96% | ||
|---|---|---|---|
| 6 Meses | +4.11% | ||
| Promedio móvil | +28.56% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +35.89% | ||
| Año | |||
| 2023 | +22.46% | ||
