MFS MERIDIAN FUNDS - U.S. GROWTH FUND - Klasse Z1 USD/ LU2069044290 /
NAV04/11/2024 | Chg.+1.1100 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
200.8500USD | +0.56% | reinvestment | Equity Mixed Sectors | MFS IM Co. (LU) ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 17.32% | 17.70% | 16.47% | -% | -% |
Ratio de Sharpe | 1.64 | 0.83 | 2.06 | - | - |
Le meilleur mois | +8.69% | +6.19% | +9.79% | - | - |
Le plus défavorable mois | -4.47% | -1.79% | -4.47% | - | - |
Perte maximale | -12.28% | -12.28% | -12.28% | - | - |
Surperformance | - | - | - | - | - |
Toutes les cotations dans USD
Tranches
Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
---|---|---|---|---|---|
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
CAD | +25.92% | ||
---|---|---|---|
6 Mois | +8.47% | ||
1 An | +36.74% | ||
3 Ans | - | ||
5 Ans | - | ||
10 ans | - | ||
Depuis le début | +70.79% | ||
Année | |||
2023 | +35.64% |