MFS MERIDIAN FUNDS - GLOBAL OPPORTUNISTIC BOND FUND - Klasse IH1 JPY/ LU2055179878 /
| NAV11/4/2024 | Chg.0.0000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 9,071.0000JPY | 0.00% | reinvestment | Bonds Worldwide | MFS IM Co. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | -1.68 | 1.15 | 0.23 | -1.29 | -0.20 | -0.15 | -1.61 | -2.07 | -1.53 | 3.94 | 3.99 | +2.47% |
| 2024 | -0.85 | -1.07 | 0.77 | -2.38 | 0.35 | 0.85 | 1.17 | 0.63 | 0.85 | -2.22 | 0.00 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 4.04% | 3.81% | 4.52% | -% | -% |
| Sharpe ratio | -1.34 | -0.36 | 0.30 | - | - |
| Best month | +3.99% | +1.17% | +3.99% | - | - |
| Worst month | -2.38% | -2.22% | -2.38% | - | - |
| Maximum loss | -3.26% | -2.80% | -4.25% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in JPY
Share classes
Performance
| YTD | -1.97% | ||
|---|---|---|---|
| 6 Months | +0.84% | ||
| 1 Year | +4.41% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +0.45% | ||
| Year | |||
| 2023 | +2.47% | ||
