MFS MERIDIAN FUNDS - CONTRARIAN VALUE FUND - Klasse WSH1 EU/ LU2495342268 /
| NAV8/26/2024 | Chg.-0.0500 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 18.2500EUR | -0.27% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | -0.80 | 0.41 | 1.55 | -4.77 | 5.08 | 5.36 | -4.08 | -2.29 | -3.62 | 11.06 | 4.13 | +19.21% |
| 2024 | -1.26 | 0.73 | 6.83 | -1.92 | 4.50 | -4.69 | 4.06 | 1.61 | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.14% | 12.43% | 12.88% | -% | -% |
| Sharpe ratio | 0.98 | 1.26 | 1.38 | - | - |
| Best month | +6.83% | +6.83% | +11.06% | - | - |
| Worst month | -4.69% | -4.69% | -4.69% | - | - |
| Maximum loss | -7.94% | -7.94% | -7.94% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 191.6100 | +17.96% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 19.1000 | +18.05% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.8900 | +22.19% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.9200 | +21.20% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 19.1700 | +21.56% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.4400 | +16.66% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 206.4500 | +19.80% | +41.00% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 207.7600 | +23.50% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 182.6400 | +20.91% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 206.4500 | - | - | |
| MFS Meridian-Contrarian Value Fd... | reinvestment | 20.6800 | +23.39% | +33.59% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 20.7500 | +23.59% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.1500 | +20.76% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.3700 | +19.75% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 13.2700 | +18.06% | - | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 18.2500 | +21.18% | - | |
| MFS Meridian-Contrarian Value Fd... | reinvestment | 19.6600 | +22.19% | +29.60% | |
| MFS Meridian-Contrarian Value Fd... | paying dividend | 17.3000 | +19.64% | +19.81% | |
| MFS MERIDIAN FUNDS - CONTRARIAN ... | reinvestment | 17.4300 | +18.49% | - |
Performance
| YTD | +9.74% | ||
|---|---|---|---|
| 6 Months | +9.15% | ||
| 1 Year | +21.18% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +30.82% | ||
| Year | |||
| 2023 | +19.21% | ||
