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