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

Fonds
NAV8/26/2024 Chg.0.0000 Type of yield Investment Focus Investment company
10.7000USD 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 1.14 0.56 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 3.11% 3.23% 2.79% -% -%
Sharpe ratio 2.40 1.30 1.89 - -
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.I... reinvestment 138.1600 +5.08% +16.22%
MFS Meridian-Managed Wealth Fd.C... reinvestment 10.0000 +7.99% +6.16%
MFS Meridian-Managed Wealth Fd.N... reinvestment 10.2200 +8.26% +6.90%
MFS Meridian-Managed Wealth Fd.W... reinvestment 10.8300 +9.50% +9.62%
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 10.1500 +5.62% -
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 9.0200 +7.00% -
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 10.7000 +8.74% -
MFS Meridian-Managed Wealth Fd.I... reinvestment 117.5300 +9.83% +11.73%
MFS Meridian-Managed Wealth Fd.I... reinvestment 118.1400 +6.55% +17.72%
MFS Meridian-Managed Wealth Fd.I... reinvestment 99.7200 +8.04% +5.49%
MFS Meridian-Managed Wealth Fd.W... reinvestment 11.6900 +9.66% +11.76%
MFS MERIDIAN FUNDS - MANAGED WEA... reinvestment 9.8900 +7.85% -
MFS Meridian-Managed Wealth Fd.A... reinvestment 9.0600 +7.09% +2.72%
MFS Meridian-Managed Wealth Fd.A... reinvestment 10.7000 +8.74% +8.63%

Performance

YTD  
+7.00%
6 Months  
+3.78%
1 Year  
+8.74%
3 Years     -
5 Years     -
10 Years     -
Since start  
+11.34%
Year
2023  
+4.06%