MFS Meridian-Managed Wealth Fd.I1 GBP/ LU1280181311 /
NAV02.10.2024 | Diff.+0.3200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
138.3900GBP | +0.23% | thesaurierend | Alternative Investments weltweit | MFS IM Co. (LU) ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | - | -1.90 | 1.15 | 0.88 | -2.14 | 2.20 | 0.49 | 1.61 | 1.11 | -0.84 | 2.93 | -1.32 | +3.21% |
2022 | -0.65 | -1.07 | 1.49 | 4.14 | 0.44 | 2.56 | 0.99 | 3.88 | 3.03 | -1.94 | -2.71 | -0.36 | +9.95% |
2023 | -1.13 | 1.11 | -1.16 | -0.85 | 0.69 | -1.05 | -1.22 | 2.18 | 3.05 | 1.31 | -2.43 | -0.43 | -0.07% |
2024 | 1.90 | 2.28 | 1.23 | 0.21 | -0.22 | 1.09 | -0.52 | -0.85 | -1.66 | 0.89 | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 5.63% | 5.59% | 6.47% | 8.59% | -% |
Sharpe Ratio | 0.46 | -1.06 | -0.25 | 0.24 | - |
Bester Monat | +2.28% | +1.09% | +2.28% | +4.14% | - |
Schlechtester Monat | -1.66% | -1.66% | -2.43% | -2.71% | - |
Maximaler Verlust | -3.90% | -3.90% | -4.10% | -14.06% | - |
Outperformance | - | - | - | - | - |
Alle Kurse in GBP
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
MFS Meridian-Managed Wealth Fd.I... | thesaurierend | 138.3900 | +1.65% | +16.71% | |
MFS Meridian-Managed Wealth Fd.C... | thesaurierend | 10.0700 | +9.81% | +8.05% | |
MFS Meridian-Managed Wealth Fd.N... | thesaurierend | 10.2900 | +9.94% | +8.77% | |
MFS Meridian-Managed Wealth Fd.W... | thesaurierend | 10.9100 | +10.99% | +11.33% | |
MFS MERIDIAN FUNDS - MANAGED WEA... | thesaurierend | 10.3200 | +4.98% | - | |
MFS MERIDIAN FUNDS - MANAGED WEA... | thesaurierend | 9.0700 | +8.62% | - | |
MFS MERIDIAN FUNDS - MANAGED WEA... | thesaurierend | 10.7800 | +10.56% | - | |
MFS Meridian-Managed Wealth Fd.I... | thesaurierend | 118.5000 | +11.62% | +13.63% | |
MFS Meridian-Managed Wealth Fd.I... | thesaurierend | 120.2800 | +5.96% | +19.74% | |
MFS Meridian-Managed Wealth Fd.I... | thesaurierend | 100.4000 | +9.74% | +7.22% | |
MFS Meridian-Managed Wealth Fd.W... | thesaurierend | 11.7900 | +11.54% | +13.69% | |
MFS MERIDIAN FUNDS - MANAGED WEA... | thesaurierend | 9.9600 | +9.69% | - | |
MFS Meridian-Managed Wealth Fd.A... | thesaurierend | 9.1100 | +8.71% | +4.47% | |
MFS Meridian-Managed Wealth Fd.A... | thesaurierend | 10.7800 | +10.56% | +10.45% |
Performance
lfd. Jahr | +4.37% | ||
---|---|---|---|
6 Monate | -1.36% | ||
1 Jahr | +1.65% | ||
3 Jahre | +16.71% | ||
5 Jahre | - | ||
10 Jahre | - | ||
seit Beginn | +18.35% | ||
Jahr | |||
2023 | -0.07% | ||
2022 | +9.95% | ||
2021 | +3.21% |