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MFS MERIDIAN FUNDS - MANAGED WEALTH FUND - Klasse WH1 EUR/  LU1307990868  /

Fonds
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 Mrz 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%