MFS MERIDIAN FUNDS - U.S. GROWTH FUND - Klasse C1 USD/ LU1985810206 /
NAV04/11/2024 | Chg.+0.1000 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
18.3800USD | +0.55% | reinvestment | Equity Mixed Sectors | MFS IM Co. (LU) ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | - | -3.88 | 6.02 | 1.38 | 3.76 | 5.94 | 2.40 | 0.21 | -5.60 | -1.13 | 9.50 | 3.54 | +32.27% |
2024 | 4.16 | 8.49 | 2.49 | -4.69 | 6.01 | 5.15 | -2.02 | 1.06 | 1.38 | -0.81 | 0.55 | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 17.30% | 17.67% | 16.45% | -% | -% |
Ratio de Sharpe | 1.45 | 0.66 | 1.85 | - | - |
Le meilleur mois | +8.49% | +6.01% | +9.50% | - | - |
Le plus défavorable mois | -4.69% | -2.02% | -4.69% | - | - |
Perte maximale | -12.45% | -12.45% | -12.45% | - | - |
Surperformance | - | - | - | - | - |
Toutes les cotations dans USD
Tranches
Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
---|---|---|---|---|---|
MFS MERIDIAN FUNDS - U.S. GROWTH... | reinvestment | 190.4800 | +29.31% | - | |
MFS MERIDIAN FUNDS - U.S. GROWTH... | reinvestment | 18.6400 | +33.62% | - | |
MFS MERIDIAN FUNDS - U.S. GROWTH... | reinvestment | 18.3800 | +33.29% | - | |
MFS Meridian-US Growth I1 EUR | reinvestment | 206.4800 | +33.87% | +22.53% | |
MFS Meridian-US Growth I1 USD | reinvestment | 202.5800 | +35.80% | +15.48% | |
MFS MERIDIAN FUNDS - U.S. GROWTH... | reinvestment | 181.2800 | +33.50% | - | |
MFS MERIDIAN FUNDS - U.S. GROWTH... | reinvestment | 20.1500 | +35.69% | - | |
MFS MERIDIAN FUNDS - U.S. GROWTH... | reinvestment | 18.0400 | +33.43% | - | |
MFS MERIDIAN FUNDS - U.S. GROWTH... | reinvestment | 200.8500 | +36.74% | - | |
MFS Meridian-US Growth A1 USD | reinvestment | 19.1300 | +34.34% | +11.74% |
Performance
CAD | +23.19% | ||
---|---|---|---|
6 Mois | +7.11% | ||
1 An | +33.29% | ||
3 Ans | - | ||
5 Ans | - | ||
10 ans | - | ||
Depuis le début | +62.94% | ||
Année | |||
2023 | +32.27% |