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MFS MERIDIAN FUNDS - U.S. GROWTH FUND - Klasse WH1 EUR/  LU1985810891  /

Fonds
NAV11/4/2024 Chg.+0.1000 Type of yield Investment Focus Investment company
18.0400EUR +0.56% reinvestment Equity Mixed Sectors MFS IM Co. (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2023 - -4.03 6.03 1.40 3.74 5.80 2.30 0.14 -5.57 -1.15 9.45 3.47 +31.36%
2024 4.24 8.53 2.54 -4.66 5.94 5.25 -2.05 1.02 1.35 -0.77 0.56 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 17.31% 17.68% 16.45% -% -%
Sharpe ratio 1.46 0.66 1.86 - -
Best month +8.53% +5.94% +9.45% - -
Worst month -4.66% -2.05% -4.66% - -
Maximum loss -12.37% -12.37% -12.37% - -
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  
+23.39%
6 Months  
+7.13%
1 Year  
+33.43%
3 Years     -
5 Years     -
10 Years     -
Since start  
+62.08%
Year
2023  
+31.36%