MFS MERIDIAN FUNDS - GLOBAL OPPORTUNISTIC BOND FUND - Klasse WS1 USD/ LU2579323465 /
NAV11/4/2024 | Chg.0.0000 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
11.9900USD | 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 | - | - | 1.74 | 0.45 | -0.81 | 0.09 | 0.27 | -0.45 | -2.35 | -1.02 | 4.48 | 4.74 | - |
2024 | -0.60 | -0.60 | 1.21 | -2.05 | 0.78 | 1.21 | 1.79 | 1.17 | 1.33 | -1.88 | 0.00 | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 4.22% | 3.98% | 4.71% | -% | -% |
Sharpe ratio | -0.08 | 1.04 | 1.52 | - | - |
Best month | +4.74% | +1.79% | +4.74% | - | - |
Worst month | -2.05% | -1.88% | -2.05% | - | - |
Maximum loss | -2.36% | -2.36% | -2.64% | - | - |
Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Performance
YTD | +2.30% | ||
---|---|---|---|
6 Months | +3.54% | ||
1 Year | +10.20% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +9.50% | ||
Year |