MFS Meridian-US Growth A1 USD/ LU1985810032 /
| NAV10/2/2024 | Chg.+0.0300 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 18.9900USD | +0.16% | reinvestment | Equity Mixed Sectors | MFS IM Co. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | -1.29 | 1.51 | 3.96 | 2.47 | - |
| 2020 | 3.53 | -6.19 | -9.66 | 13.12 | 6.17 | 3.44 | 6.81 | 7.82 | -4.22 | -3.71 | 8.10 | 3.34 | +29.34% |
| 2021 | -2.08 | 1.25 | 0.87 | 7.61 | -1.13 | 5.33 | 3.46 | 3.65 | -5.85 | 6.98 | -1.13 | 1.62 | +21.61% |
| 2022 | -9.68 | -5.49 | 2.42 | -11.95 | -1.30 | -7.46 | 10.66 | -5.99 | -10.01 | 4.75 | 5.39 | -6.34 | -31.94% |
| 2023 | 7.81 | -3.94 | 6.20 | 1.42 | 3.81 | 5.99 | 2.47 | 0.28 | -5.50 | -1.09 | 9.57 | 3.56 | +33.74% |
| 2024 | 4.28 | 8.52 | 2.58 | -4.58 | 6.03 | 5.19 | -1.94 | 1.12 | 1.43 | -0.89 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 17.66% | 18.31% | 17.04% | 21.86% | 23.56% |
| Sharpe ratio | 1.63 | 0.57 | 1.99 | 0.17 | 0.47 |
| Best month | +8.52% | +6.03% | +9.57% | +10.66% | +13.12% |
| Worst month | -4.58% | -4.58% | -4.58% | -11.95% | -11.95% |
| Maximum loss | -12.41% | -12.41% | -12.41% | -36.66% | -36.66% |
| Outperformance | -2.12% | - | -8.20% | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - U.S. GROWTH... | reinvestment | 184.4400 | +26.39% | - | |
| MFS MERIDIAN FUNDS - U.S. GROWTH... | reinvestment | 18.5200 | +36.58% | - | |
| MFS MERIDIAN FUNDS - U.S. GROWTH... | reinvestment | 18.2600 | +36.17% | - | |
| MFS Meridian-US Growth I1 EUR | reinvestment | 201.5800 | +31.66% | +32.80% | |
| MFS Meridian-US Growth I1 USD | reinvestment | 200.9500 | +38.78% | +26.19% | |
| MFS MERIDIAN FUNDS - U.S. GROWTH... | reinvestment | 180.0500 | +36.33% | - | |
| MFS MERIDIAN FUNDS - U.S. GROWTH... | reinvestment | 19.9900 | +38.63% | - | |
| MFS MERIDIAN FUNDS - U.S. GROWTH... | reinvestment | 17.9200 | +36.27% | - | |
| MFS MERIDIAN FUNDS - U.S. GROWTH... | reinvestment | 199.1100 | +39.76% | - | |
| MFS Meridian-US Growth A1 USD | reinvestment | 18.9900 | +37.21% | +22.12% |
Performance
| YTD | +23.15% | ||
|---|---|---|---|
| 6 Months | +6.63% | ||
| 1 Year | +37.21% | ||
| 3 Years | +22.12% | ||
| 5 Years | +95.77% | ||
| 10 Years | - | ||
| Since start | +88.39% | ||
| Year | |||
| 2023 | +33.74% | ||
| 2022 | -31.94% | ||
| 2021 | +21.61% | ||
| 2020 | +29.34% | ||
