MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse WSH1 CH/ LU2495342342 /
| NAV2024-10-02 | Chg.-0.0700 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 13.3300CHF | -0.52% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | -0.98 | 0.27 | 1.43 | -4.93 | 4.91 | 5.12 | -4.29 | -2.55 | -3.78 | 10.77 | 3.97 | +16.81% |
| 2024 | -1.46 | 0.58 | 6.56 | -2.16 | 4.41 | -4.90 | 3.72 | 1.91 | 1.35 | -1.41 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.26% | 12.95% | 13.11% | -% | -% |
| Sharpe ratio | 0.66 | 0.32 | 1.44 | - | - |
| Best month | +6.56% | +4.41% | +10.77% | - | - |
| Worst month | -4.90% | -4.90% | -4.90% | - | - |
| Maximum loss | -8.44% | -8.44% | -8.44% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 192.0800 | +16.17% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 19.1400 | +16.21% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 19.0300 | +26.36% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 19.0600 | +25.48% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 19.3100 | +25.72% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.7500 | +20.01% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 210.3600 | +21.29% | +45.97% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 209.6400 | +27.79% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 183.9700 | +25.22% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 210.4000 | - | - | |
| MFS Meridian-Contrarian Value Fd... | reinvestment | 20.8600 | +27.66% | +38.24% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 20.9400 | +27.92% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.2700 | +24.97% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.7200 | +21.24% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 13.3300 | +22.18% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.3900 | +25.44% | - | |
| MFS Meridian-Contrarian Value Fd... | reinvestment | 19.8200 | +26.40% | +34.19% | |
| MFS Meridian-Contrarian Value Fd... | paying dividend | 17.4100 | +24.00% | +23.91% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.7400 | +19.95% | - |
Performance
| YTD | +8.37% | ||
|---|---|---|---|
| 6 Months | +3.65% | ||
| 1 Year | +22.18% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +26.59% | ||
| Year | |||
| 2023 | +16.81% | ||
