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

Fonds
NAV2024-07-23 Chg.0.0000 Type of yield Investment Focus Investment company
10.5700USD 0.00% 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 0.48 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 2.96% 3.08% 2.59% -% -%
Sharpe ratio 2.29 2.11 1.83 - -
Best month +1.88% +1.88% +1.88% - -
Worst month -0.86% -0.86% -0.86% - -
Maximum loss -1.25% -1.25% -1.25% - -
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
MFS Meridian-Managed Wealth Fd.C... reinvestment 9.8800 +7.51% +5.33%
MFS Meridian-Managed Wealth Fd.N... reinvestment 10.1000 +7.79% +6.20%
MFS Meridian-Managed Wealth Fd.W... reinvestment 10.7000 +9.18% +8.96%
MFS Meridian-Managed Wealth Fd.I... reinvestment 139.2600 +8.58% +18.30%
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 10.3100 +10.50% -
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 8.9300 +6.82% -
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 10.5700 +8.41% -
MFS Meridian-Managed Wealth Fd.I... reinvestment 115.9600 +9.41% +10.90%
MFS Meridian-Managed Wealth Fd.I... reinvestment 119.8800 +11.46% +20.30%
MFS Meridian-Managed Wealth Fd.I... reinvestment 98.5700 +7.69% +4.84%
MFS Meridian-Managed Wealth Fd.W... reinvestment 11.5400 +9.28% +10.96%
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 9.7900 +7.70% -
MFS Meridian-Managed Wealth Fd.A... reinvestment 8.9700 +6.79% +2.16%
MFS Meridian-Managed Wealth Fd.A... reinvestment 10.5700 +8.41% +7.86%

Performance

YTD  
+5.70%
6 Months  
+4.97%
1 Year  
+8.41%
3 Years     -
5 Years     -
10 Years     -
Since start  
+9.99%
Year
2023  
+4.06%