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MFS MERIDIAN FUNDS - U.S. GROWTH FUND - Klasse IH1 EUR/  LU1985811352  /

Fonds
NAV04/11/2024 Chg.+0.9700 Type of yield Investment Focus Investment company
181.2800EUR +0.54% reinvestment Equity Mixed Sectors MFS IM Co. (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2023 - -4.01 6.03 1.38 3.73 5.86 2.29 0.17 -5.59 -1.14 9.49 3.48 +31.55%
2024 4.25 8.52 2.53 -4.67 5.95 5.27 -2.05 1.05 1.34 -0.77 0.54 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 17.27% 17.64% 16.42% -% -%
Sharpe ratio 1.47 0.67 1.87 - -
Best month +8.52% +5.95% +9.49% - -
Worst month -4.67% -2.05% -4.67% - -
Maximum loss -12.35% -12.35% -12.35% - -
Outperformance - - - - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
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

YTD  
+23.43%
6 Months  
+7.17%
1 Year  
+33.50%
3 Years     -
5 Years     -
10 Years     -
Since start  
+62.36%
Year
2023  
+31.55%