MFS MERIDIAN FUNDS - GLOBAL OPPORTUNISTIC BOND FUND - Klasse P1 EUR/ LU1914594822 /
| NAV11/4/2024 | Chg.0.0000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 11.6200EUR | 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 | - | 1.10 | -0.72 | -1.19 | 1.94 | -1.90 | -0.55 | 0.83 | 0.18 | -1.38 | 1.77 | 2.93 | +2.83% |
| 2024 | 1.69 | -0.79 | 1.32 | -1.04 | -0.88 | 2.48 | 0.61 | -0.95 | 0.52 | 0.35 | 0.00 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 5.35% | 5.06% | 5.82% | -% | -% |
| Sharpe ratio | 0.16 | 0.20 | 0.83 | - | - |
| Best month | +2.93% | +2.48% | +2.93% | - | - |
| Worst month | -1.04% | -0.95% | -1.04% | - | - |
| Maximum loss | -2.65% | -2.65% | -2.65% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
Performance
| YTD | +3.29% | ||
|---|---|---|---|
| 6 Months | +2.02% | ||
| 1 Year | +7.89% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +6.22% | ||
| Year | |||
| 2023 | +2.83% | ||
