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

Fonds
NAV23.07.2024 Diff.0,0000 Ertragstyp Ausrichtung Fondsgesellschaft
10,5700USD 0,00% thesaurierend Alternative Investments weltweit MFS IM Co. (LU) ▶
 

Monatliche Performance

  Jan Feb Mrz 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 0,48 - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 2,96% 3,08% 2,59% -% -%
Sharpe Ratio 2,29 2,11 1,83 - -
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.C... thesaurierend 9,8800 +7,51% +5,33%
MFS Meridian-Managed Wealth Fd.N... thesaurierend 10,1000 +7,79% +6,20%
MFS Meridian-Managed Wealth Fd.W... thesaurierend 10,7000 +9,18% +8,96%
MFS Meridian-Managed Wealth Fd.I... thesaurierend 139,2600 +8,58% +18,30%
MFS MERIDIAN FUNDS - MANAGED WEA... thesaurierend 10,3100 +10,50% -
MFS MERIDIAN FUNDS - MANAGED WEA... thesaurierend 8,9300 +6,82% -
MFS MERIDIAN FUNDS - MANAGED WEA... thesaurierend 10,5700 +8,41% -
MFS Meridian-Managed Wealth Fd.I... thesaurierend 115,9600 +9,41% +10,90%
MFS Meridian-Managed Wealth Fd.I... thesaurierend 119,8800 +11,46% +20,30%
MFS Meridian-Managed Wealth Fd.I... thesaurierend 98,5700 +7,69% +4,84%
MFS Meridian-Managed Wealth Fd.W... thesaurierend 11,5400 +9,28% +10,96%
MFS MERIDIAN FUNDS - MANAGED WEA... thesaurierend 9,7900 +7,70% -
MFS Meridian-Managed Wealth Fd.A... thesaurierend 8,9700 +6,79% +2,16%
MFS Meridian-Managed Wealth Fd.A... thesaurierend 10,5700 +8,41% +7,86%

Performance

lfd. Jahr  
+5,70%
6 Monate  
+4,97%
1 Jahr  
+8,41%
3 Jahre     -
5 Jahre     -
10 Jahre     -
seit Beginn  
+9,99%
Jahr
2023  
+4,06%