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

Fonds
NAV23.07.2024 Diff.+0,0100 Ertragstyp Ausrichtung Fondsgesellschaft
9,7900EUR +0,10% 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 0,41 - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 2,94% 3,01% 2,54% -% -%
Sharpe Ratio 2,11 1,90 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.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  
+5,38%
6 Monate  
+4,59%
1 Jahr  
+7,70%
3 Jahre     -
5 Jahre     -
10 Jahre     -
seit Beginn  
+8,30%
Jahr
2023  
+2,77%