MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse WS1 USD/ LU2495342425 /
| NAV04/11/2024 | Chg.+0.1000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 20.1500USD | +0.50% | 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 | -5.56 | 0.50 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.07% | 12.87% | 12.33% | -% | -% |
| Sharpe ratio | 0.51 | -0.21 | 1.38 | - | - |
| Best month | +6.91% | +4.70% | +11.38% | - | - |
| Worst month | -5.56% | -5.56% | -5.56% | - | - |
| 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 | 189.2500 | +13.92% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.8600 | +14.03% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.2900 | +18.54% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.3000 | +17.68% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.5500 | +18.00% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.3300 | +17.02% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 205.5700 | +18.20% | +36.37% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 201.6300 | +19.85% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 176.7100 | +17.50% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 205.6300 | +15.95% | - | |
| MFS Meridian-Contrarian Value Fd... | reinvestment | 20.0600 | +19.69% | +28.10% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 20.1500 | +20.01% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.5300 | +17.18% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.2900 | +18.15% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 12.7700 | +14.63% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.6600 | +17.73% | - | |
| MFS Meridian-Contrarian Value Fd... | reinvestment | 19.0400 | +18.56% | +24.36% | |
| MFS Meridian-Contrarian Value Fd... | paying dividend | 16.7100 | +16.36% | +14.77% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.3200 | +16.95% | - |
Performance
| YTD | +7.75% | ||
|---|---|---|---|
| 6 Months | +0.20% | ||
| 1 Year | +20.01% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +31.96% | ||
| Year | |||
| 2023 | +22.46% | ||
