DetailsChartProfileRisk matrixNewsDocuments

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

Fonds
NAV11/4/2024 Chg.+1.1100 Type of yield Investment Focus Investment company
200.8500USD +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 - -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 -0.58 0.56 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 17.32% 17.70% 16.47% -% -%
Sharpe ratio 1.64 0.83 2.06 - -
Best month +8.69% +6.19% +9.79% - -
Worst month -4.47% -1.79% -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 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  
+25.92%
6 Months  
+8.47%
1 Year  
+36.74%
3 Years     -
5 Years     -
10 Years     -
Since start  
+70.79%
Year
2023  
+35.64%