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MFS MERIDIAN FUNDS - MANAGED WEALTH FUND - Klasse P1 USD/  LU1914596520  /

Fonds
NAV26.08.2024 Diff.0,0000 Ertragstyp Ausrichtung Fondsgesellschaft
10,7000USD 0,00% thesaurierend Alternative Investments weltweit MFS IM Co. (LU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2023 - -1,24 1,16 0,93 -0,31 0,93 -0,20 0,72 -0,81 0,82 1,32 0,40 +4,06%
2024 1,10 1,88 1,17 -0,86 1,65 0,19 1,14 0,56 - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 3,11% 3,23% 2,79% -% -%
Sharpe Ratio 2,40 1,30 1,89 - -
Bester Monat +1,88% +1,88% +1,88% - -
Schlechtester Monat -0,86% -0,86% -0,86% - -
Maximaler Verlust -1,25% -1,25% -1,25% - -
Outperformance - - - - -
 
Alle Kurse in USD

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  
+7,00%
6 Monate  
+3,78%
1 Jahr  
+8,74%
3 Jahre     -
5 Jahre     -
10 Jahre     -
seit Beginn  
+11,34%
Jahr
2023  
+4,06%