DetailsChartProfileRisk matrixNewsDocuments

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

Fonds
NAV04/11/2024 Chg.+0.0200 Type of yield Investment Focus Investment company
10.6700USD +0.19% reinvestment Alternative Investments Worldwide MFS IM Co. (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
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 1.13 0.09 -1.11 0.19 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 3.23% 3.40% 3.09% -% -%
Sharpe ratio 1.53 0.58 1.57 - -
Best month +1.88% +1.65% +1.88% - -
Worst month -1.11% -1.11% -1.11% - -
Maximum loss -1.48% -1.48% -1.48% - -
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
MFS Meridian-Managed Wealth Fd.I... reinvestment 140.4700 +3.73% +16.19%
MFS Meridian-Managed Wealth Fd.C... reinvestment 9.9600 +7.10% +6.07%
MFS Meridian-Managed Wealth Fd.N... reinvestment 10.1600 +7.06% +6.61%
MFS Meridian-Managed Wealth Fd.W... reinvestment 10.8200 +8.53% +9.51%
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 10.3800 +6.46% -
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 8.9800 +6.27% -
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 10.6700 +7.89% -
MFS Meridian-Managed Wealth Fd.I... reinvestment 117.4100 +8.92% +11.60%
MFS Meridian-Managed Wealth Fd.I... reinvestment 121.1000 +7.46% +18.57%
MFS Meridian-Managed Wealth Fd.I... reinvestment 99.3800 +7.21% +5.28%
MFS Meridian-Managed Wealth Fd.W... reinvestment 11.6800 +8.85% +11.66%
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 9.8600 +7.06% -
MFS Meridian-Managed Wealth Fd.A... reinvestment 9.0100 +6.25% +2.50%
MFS Meridian-Managed Wealth Fd.A... reinvestment 10.6700 +7.89% +8.44%

Performance

YTD  
+6.70%
6 Months  
+2.50%
1 Year  
+7.89%
3 Years     -
5 Years     -
10 Years     -
Since start  
+11.03%
Year
2023  
+4.06%