MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse WSH1 CH/ LU2495342342 /
| NAV04/11/2024 | Diferencia+0.0500 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 12.7700CHF | +0.39% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | -5.92 | 0.39 | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 12.10% | 12.92% | 12.31% | -% | -% |
| Índice de Sharpe | 0.12 | -0.56 | 0.95 | - | - |
| El mes mejor | +6.56% | +4.41% | +10.77% | - | - |
| El mes peor | -5.92% | -5.92% | -5.92% | - | - |
| Pérdida máxima | -8.44% | -8.44% | -8.44% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en CHF
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| 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
| Año hasta la fecha | +3.82% | ||
|---|---|---|---|
| 6 Meses | -2.07% | ||
| Promedio móvil | +14.63% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +21.27% | ||
| Año | |||
| 2023 | +16.81% | ||
