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MFS Meridian-US ConcentratedGr.Fd.W1 USD/  LU0458498135  /

Fonds
NAV03/10/2024 Chg.-0.1000 Type of yield Investment Focus Investment company
58.0900USD -0.17% reinvestment Equity Mixed Sectors MFS IM Co. (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - 3.27 3.23 6.26 -0.48 2.10 4.36 1.75 -5.27 5.54 -2.98 6.09 +22.88%
2022 -4.69 -4.94 2.22 -8.74 1.31 -6.18 8.01 -5.25 -10.51 6.52 7.95 -4.61 -19.28%
2023 6.53 -4.84 4.97 0.22 0.50 6.44 1.27 -0.30 -5.22 -2.22 9.88 3.68 +21.60%
2024 0.59 4.37 1.81 -4.34 4.31 1.67 0.50 1.53 1.87 -1.16 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.21% 14.05% 13.12% 18.05% -%
Sharpe ratio 0.92 0.55 1.74 0.15 -
Best month +4.37% +4.31% +9.88% +9.88% -
Worst month -4.34% -4.34% -4.34% -10.51% -
Maximum loss -7.60% -7.60% -7.60% -26.91% -
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
MFS MERIDIAN FUNDS - U.S. CONCEN... reinvestment 747.4200 +16.01% +24.06%
MFS MERIDIAN FUNDS - U.S. CONCEN... reinvestment 35.6600 +23.95% +13.39%
MFS MERIDIAN FUNDS - U.S. CONCEN... reinvestment 55.2000 +26.23% +19.71%
MFS Meridian-US ConcentratedG.F.... reinvestment 40.4100 +25.46% +14.87%
MFS Meridian-US ConcentratedG.F.... reinvestment 33.9600 +24.26% +14.23%
MFS MERIDIAN FUNDS - U.S. CONCEN... reinvestment 605.0900 +26.14% +19.46%
MFS Meridian-US ConcentratedGr.F... reinvestment 58.0900 +26.04% +19.18%
MFS MERIDIAN FUNDS - U.S. CONCEN... reinvestment 43.2300 +24.94% +16.05%

Performance

YTD  
+11.41%
6 Months  
+5.37%
1 Year  
+26.04%
3 Years  
+19.18%
5 Years     -
10 Years     -
Since start  
+34.37%
Year
2023  
+21.60%
2022
  -19.28%
2021  
+22.88%