MFS MERIDIAN FUNDS - GLOBAL OPPORTUNISTIC BOND FUND - Klasse N1 USD/ LU1340704045 /
| NAV04/11/2024 | Chg.0.0000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 10.9200USD | 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 | - | -1.64 | 1.67 | 0.39 | -0.96 | 0.00 | 0.19 | -0.58 | -2.53 | -1.10 | 4.45 | 4.55 | +6.61% |
| 2024 | -0.74 | -0.75 | 1.13 | -2.14 | 0.76 | 1.04 | 1.68 | 1.10 | 1.18 | -2.06 | 0.00 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 4.23% | 4.07% | 4.66% | -% | -% |
| Sharpe ratio | -0.42 | 0.65 | 1.23 | - | - |
| Best month | +4.55% | +1.68% | +4.55% | - | - |
| Worst month | -2.14% | -2.06% | -2.14% | - | - |
| Maximum loss | -2.59% | -2.59% | -3.04% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Performance
| YTD | +1.11% | ||
|---|---|---|---|
| 6 Months | +2.82% | ||
| 1 Year | +8.76% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +7.80% | ||
| Year | |||
| 2023 | +6.61% | ||
