MFS MERIDIAN FUNDS - MANAGED WEALTH FUND - Klasse WH1 EUR/ LU1307990868 /
| NAV26.08.2024 | Diff.0.0000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 9.8900EUR | 0.00% | thesaurierend | Alternative Investments weltweit | MFS IM Co. (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | -1.33 | 0.90 | 0.78 | -0.22 | 0.77 | -0.33 | 0.66 | -0.87 | 0.77 | 1.20 | 0.32 | +2.77% |
| 2024 | 1.08 | 1.81 | 1.15 | -0.93 | 1.57 | 0.21 | 1.03 | 0.41 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 3.11% | 3.22% | 2.77% | -% | -% |
| Sharpe Ratio | 2.12 | 0.95 | 1.58 | - | - |
| Bester Monat | +1.81% | +1.81% | +1.81% | - | - |
| Schlechtester Monat | -0.93% | -0.93% | -0.93% | - | - |
| Maximaler Verlust | -1.34% | -1.34% | -1.34% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
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 | +6.46% | ||
|---|---|---|---|
| 6 Monate | +3.24% | ||
| 1 Jahr | +7.85% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +9.40% | ||
| Jahr | |||
| 2023 | +2.77% | ||
