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MFS MERIDIAN FUNDS - EUROPEAN RESEARCH FUND - Klasse Z1 EUR/  LU0311981350  /

Fonds
NAV03.10.2024 Diff.-2,5100 Ertragstyp Ausrichtung Fondsgesellschaft
298,1400EUR -0,83% thesaurierend Aktien Europa MFS IM Co. (LU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2011 - - - - - - - -8,77 -4,97 7,55 -0,28 1,63 -
2012 3,77 4,62 0,96 -0,28 -4,44 3,97 3,66 2,54 1,35 0,37 2,73 2,13 +23,19%
2013 2,27 2,04 2,92 1,55 1,04 -2,54 4,56 -0,15 3,67 2,24 1,45 1,09 +21,91%
2014 -2,09 4,43 -1,15 0,63 2,93 -0,55 -1,81 3,02 -0,03 0,37 3,40 -0,08 +9,19%
2015 7,17 6,28 1,57 0,90 3,73 -4,24 5,18 -7,64 -2,34 7,06 2,35 -4,45 +15,18%
2016 -4,85 -2,43 0,55 1,27 3,57 -4,74 4,13 1,42 -0,83 -1,50 1,02 3,67 +0,76%
2017 -0,29 3,15 2,94 2,26 2,62 -2,16 -1,59 -0,60 3,05 3,01 -0,35 1,33 +13,97%
2018 1,42 -3,20 -1,33 4,33 1,32 0,30 2,90 -1,66 -1,32 -5,33 -0,32 -4,68 -7,75%
2019 6,17 5,09 2,35 3,57 -3,00 3,56 0,41 0,92 2,94 0,82 3,18 2,29 +31,90%
2020 -0,39 -6,81 -12,41 7,48 4,58 1,69 -0,98 2,51 -1,67 -3,80 10,73 2,51 +1,29%
2021 -1,98 1,48 5,97 1,50 2,46 1,30 1,67 2,66 -3,74 4,68 -2,44 5,12 +19,77%
2022 -3,12 -3,43 0,47 -1,20 -0,85 -7,15 8,70 -5,07 -7,16 6,45 7,72 -4,70 -10,50%
2023 6,37 0,57 0,07 3,29 -2,26 1,64 1,02 -2,08 -2,82 -3,72 5,63 3,95 +11,64%
2024 1,85 1,16 4,18 -2,50 3,92 -1,25 1,91 2,06 -0,25 -1,13 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,62% 10,49% 9,64% 13,19% 16,76%
Sharpe Ratio 1,09 0,34 1,61 0,19 0,29
Bester Monat +4,18% +3,92% +5,63% +8,70% +10,73%
Schlechtester Monat -2,50% -2,50% -3,72% -7,16% -12,41%
Maximaler Verlust -6,00% -6,00% -6,00% -19,31% -31,32%
Outperformance +9,00% - +9,45% +26,85% +29,57%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 407,7100 +14,22% +13,63%
MFS Meridian-Eur.Re.Fd.IS1 EUR thesaurierend 357,7700 +18,04% +15,97%
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 171,1600 +23,39% -
MFS Meridian-Eur.Re.Fd.WH1 GBP thesaurierend 25,8700 +19,05% +18,78%
MFS Meridian-Eur.Re.Fd.N1 USD thesaurierend 17,4100 +22,35% +4,38%
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 51,3400 +16,58% -
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 14,8400 +21,94% -
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 19,7900 +17,73% -
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 354,4900 +17,86% +15,45%
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 291,3000 +24,21% +9,45%
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 298,1400 +18,75% +18,08%
MFS Meridian-Eur.Re.Fd.IH1 USD thesaurierend 260,8300 +19,68% +22,54%
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 471,3500 +11,56% -
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 359,6400 +18,33% -
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 358,3100 +18,20% -
MFS Meridian-Eur.Re.Fd.W1 EUR thesaurierend 22,6500 +17,78% +15,15%
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 17,6100 +24,10% -
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 22,9300 +19,55% -
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 32,9500 +22,86% +5,95%
MFS Meridian-Eur.Re.Fd.AH1 USD thesaurierend 22,9100 +18,34% +18,89%
MFS MERIDIAN FUNDS - EUROPEAN RE... thesaurierend 51,3700 +16,59% +11,77%

Performance

lfd. Jahr  
+10,17%
6 Monate  
+3,38%
1 Jahr  
+18,75%
3 Jahre  
+18,08%
5 Jahre  
+47,64%
10 Jahre  
+126,14%
seit Beginn  
+232,67%
Jahr
2023  
+11,64%
2022
  -10,50%
2021  
+19,77%
2020  
+1,29%
2019  
+31,90%
2018
  -7,75%
2017  
+13,97%
2016  
+0,76%
2015  
+15,18%