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MFS MERIDIAN FUNDS - U.S. GROWTH FUND - Klasse Z1 USD/  LU2069044290  /

Fonds
NAV02/10/2024 Chg.+0.3100 Type of yield Investment Focus Investment company
199.1100USD +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 - -3.73 6.30 1.62 3.91 6.16 2.65 0.42 -5.37 -0.96 9.79 3.70 +35.64%
2024 4.41 8.69 2.75 -4.47 6.19 5.38 -1.79 1.25 1.61 -0.90 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 17.68% 18.33% 17.07% -% -%
Sharpe ratio 1.76 0.68 2.14 - -
Best month +8.69% +6.19% +9.79% - -
Worst month -4.47% -4.47% -4.47% - -
Maximum loss -12.28% -12.28% -12.28% - -
Outperformance - - - - -
 
All quotes in USD

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  
+24.83%
6 Months  
+7.57%
1 Year  
+39.76%
3 Years     -
5 Years     -
10 Years     -
Since start  
+69.31%
Year
2023  
+35.64%