MFS Meridian-Managed Wealth Fd.C1 USD/ LU1280180008 /
| NAV26/08/2024 | Chg.0.0000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 10.0000USD | 0.00% | reinvestment | Alternative Investments Worldwide | MFS IM Co. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | -0.54 | 0.11 | 0.98 | 0.32 | -0.43 | 0.86 | 0.32 | -1.06 | 0.64 | -0.21 | 0.21 | +0.75% |
| 2022 | -1.28 | -1.51 | -0.77 | -0.44 | 0.55 | -1.10 | 0.89 | -1.00 | -1.12 | 0.57 | 2.13 | -0.22 | -3.30% |
| 2023 | 0.55 | -1.43 | 1.11 | 0.88 | -0.33 | 0.88 | -0.33 | 0.76 | -0.97 | 0.87 | 1.19 | 0.32 | +3.53% |
| 2024 | 1.07 | 1.79 | 1.04 | -0.92 | 1.65 | 0.10 | 1.02 | 0.60 | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 2.96% | 3.08% | 2.67% | 3.12% | -% |
| Sharpe ratio | 2.25 | 1.11 | 1.69 | -0.48 | - |
| Best month | +1.79% | +1.79% | +1.79% | +2.13% | - |
| Worst month | -0.92% | -0.92% | -0.97% | -1.51% | - |
| Maximum loss | -1.33% | -1.33% | -1.33% | -6.46% | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| MFS Meridian-Managed Wealth Fd.I... | reinvestment | 138.1600 | +5.08% | +16.22% | |
| MFS Meridian-Managed Wealth Fd.C... | reinvestment | 10.0000 | +7.99% | +6.16% | |
| MFS Meridian-Managed Wealth Fd.N... | reinvestment | 10.2200 | +8.26% | +6.90% | |
| MFS Meridian-Managed Wealth Fd.W... | reinvestment | 10.8300 | +9.50% | +9.62% | |
| MFS MERIDIAN FUNDS - MANAGED WEA... | reinvestment | 10.1500 | +5.62% | - | |
| MFS MERIDIAN FUNDS - MANAGED WEA... | reinvestment | 9.0200 | +7.00% | - | |
| MFS MERIDIAN FUNDS - MANAGED WEA... | reinvestment | 10.7000 | +8.74% | - | |
| MFS Meridian-Managed Wealth Fd.I... | reinvestment | 117.5300 | +9.83% | +11.73% | |
| MFS Meridian-Managed Wealth Fd.I... | reinvestment | 118.1400 | +6.55% | +17.72% | |
| MFS Meridian-Managed Wealth Fd.I... | reinvestment | 99.7200 | +8.04% | +5.49% | |
| MFS Meridian-Managed Wealth Fd.W... | reinvestment | 11.6900 | +9.66% | +11.76% | |
| MFS MERIDIAN FUNDS - MANAGED WEA... | reinvestment | 9.8900 | +7.85% | - | |
| MFS Meridian-Managed Wealth Fd.A... | reinvestment | 9.0600 | +7.09% | +2.72% | |
| MFS Meridian-Managed Wealth Fd.A... | reinvestment | 10.7000 | +8.74% | +8.63% |
Performance
| YTD | +6.50% | ||
|---|---|---|---|
| 6 Months | +3.41% | ||
| 1 Year | +7.99% | ||
| 3 Years | +6.16% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +7.41% | ||
| Year | |||
| 2023 | +3.53% | ||
| 2022 | -3.30% | ||
| 2021 | +0.75% | ||
