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

Fonds
NAV10/2/2024 Chg.+0.2800 Type of yield Investment Focus Investment company
180.0500EUR +0.16% 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 -0.91 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 17.63% 18.26% 17.01% -% -%
Sharpe ratio 1.58 0.52 1.94 - -
Best month +8.52% +5.95% +9.49% - -
Worst month -4.67% -4.67% -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 184.4400 +26.39% -
MFS MERIDIAN FUNDS - U.S. GROWTH... reinvestment 18.5200 +36.58% -
MFS MERIDIAN FUNDS - U.S. GROWTH... reinvestment 18.2600 +36.17% -
MFS Meridian-US Growth I1 EUR reinvestment 201.5800 +31.66% +32.80%
MFS Meridian-US Growth I1 USD reinvestment 200.9500 +38.78% +26.19%
MFS MERIDIAN FUNDS - U.S. GROWTH... reinvestment 180.0500 +36.33% -
MFS MERIDIAN FUNDS - U.S. GROWTH... reinvestment 19.9900 +38.63% -
MFS MERIDIAN FUNDS - U.S. GROWTH... reinvestment 17.9200 +36.27% -
MFS MERIDIAN FUNDS - U.S. GROWTH... reinvestment 199.1100 +39.76% -
MFS Meridian-US Growth A1 USD reinvestment 18.9900 +37.21% +22.12%

Performance

YTD  
+22.59%
6 Months  
+6.21%
1 Year  
+36.33%
3 Years     -
5 Years     -
10 Years     -
Since start  
+61.26%
Year
2023  
+31.55%