MFS MERIDIAN FUNDS - MANAGED WEALTH FUND - Klasse P1 EUR/ LU1914596363 /
| NAV26.08.2024 | Diff.+0.0300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 10.1500EUR | +0.30% | thesaurierend | Alternative Investments weltweit | MFS IM Co. (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | 1.28 | -1.16 | -0.74 | 2.68 | -1.15 | -0.95 | 2.13 | 1.88 | 0.61 | -1.43 | -1.03 | 0.00% |
| 2024 | 3.34 | 1.82 | 1.29 | 0.29 | 0.00 | 1.46 | 0.10 | -2.40 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.34% | 5.42% | 6.04% | -% | -% |
| Sharpe Ratio | 1.08 | -0.28 | 0.35 | - | - |
| Bester Monat | +3.34% | +1.82% | +3.34% | - | - |
| Schlechtester Monat | -2.40% | -2.40% | -2.40% | - | - |
| Maximaler Verlust | -3.16% | -3.16% | -3.94% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| MFS Meridian-Managed Wealth Fd.I... | thesaurierend | 138.1600 | +5.08% | +16.22% | |
| MFS Meridian-Managed Wealth Fd.C... | thesaurierend | 10.0000 | +7.99% | +6.16% | |
| MFS Meridian-Managed Wealth Fd.N... | thesaurierend | 10.2200 | +8.26% | +6.90% | |
| MFS Meridian-Managed Wealth Fd.W... | thesaurierend | 10.8300 | +9.50% | +9.62% | |
| MFS MERIDIAN FUNDS - MANAGED WEA... | thesaurierend | 10.1500 | +5.62% | - | |
| MFS MERIDIAN FUNDS - MANAGED WEA... | thesaurierend | 9.0200 | +7.00% | - | |
| MFS MERIDIAN FUNDS - MANAGED WEA... | thesaurierend | 10.7000 | +8.74% | - | |
| MFS Meridian-Managed Wealth Fd.I... | thesaurierend | 117.5300 | +9.83% | +11.73% | |
| MFS Meridian-Managed Wealth Fd.I... | thesaurierend | 118.1400 | +6.55% | +17.72% | |
| MFS Meridian-Managed Wealth Fd.I... | thesaurierend | 99.7200 | +8.04% | +5.49% | |
| MFS Meridian-Managed Wealth Fd.W... | thesaurierend | 11.6900 | +9.66% | +11.76% | |
| MFS MERIDIAN FUNDS - MANAGED WEA... | thesaurierend | 9.8900 | +7.85% | - | |
| MFS Meridian-Managed Wealth Fd.A... | thesaurierend | 9.0600 | +7.09% | +2.72% | |
| MFS Meridian-Managed Wealth Fd.A... | thesaurierend | 10.7000 | +8.74% | +8.63% |
Performance
| lfd. Jahr | +5.95% | ||
|---|---|---|---|
| 6 Monate | +1.00% | ||
| 1 Jahr | +5.62% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +5.95% | ||
| Jahr | |||
| 2023 | 0.00% | ||
