Vortrag am FONDS professionell KONGRESSMFS MERIDIAN FUNDS - U.S. VALUE FUND - Klasse A1 USD
| MVD-Fonds Rating | EDA |
|---|---|
  | 40 |
ISIN: LU0125979160 | WKN: 657053
KAG: MFS IM Co. (LU)
NAV: 43,27 USD am 22.08.2024
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Kennzahlen MFS MERIDIAN FUNDS - U.S. VALUE FUND - Klasse A1 USD
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,17% | +7,88% | +18,97% | +13,72% | +49,41% | +104,59% | +354,99% |
| Volatilität | +13,13% | +9,80% | +9,97% | +14,33% | +19,69% | +16,49% | +18,00% |
| Sharpe Ratio | +1,92 | +1,31 | +1,55 | +0,06 | +0,24 | +0,24 | +0,18 |
| Bester Monat | - | +5,20% | +6,24% | +9,67% | +11,40% | +11,40% | +11,40% |
| Schl. Monat | - | -3,67% | -3,72% | -8,06% | -15,05% | -15,05% | -16,34% |
| Max. Verlust | -4,32% | -5,20% | -8,03% | -18,85% | -37,03% | -37,03% | -53,62% |
Monatsperformance MFS MERIDIAN FUNDS - U.S. VALUE FUND - Klasse A1 USD
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +0,44% | +2,77% | -3,61% | -2,02% | -1,77% |
| Februar | +3,37% | -4,11% | -2,91% | +3,75% | -9,32% |
| März | +4,51% | -0,47% | +2,40% | +6,37% | -15,05% |
| April | -3,67% | +1,59% | -5,53% | +4,32% | +10,68% |
| Mai | +2,75% | -4,16% | +2,87% | +2,43% | +3,71% |
| Juni | -1,44% | +5,86% | -7,81% | -1,54% | -0,77% |
| Juli | +5,20% | +2,41% | +6,18% | +2,24% | +3,86% |
| August | +0,49% | -2,36% | -2,74% | +2,38% | +3,54% |
| September | - | -3,72% | -8,06% | -4,23% | -1,98% |
| Oktober | - | -1,97% | +9,67% | +5,48% | -2,09% |
| November | - | +6,24% | +6,55% | -3,18% | +11,40% |
| Dezember | - | +4,63% | -3,34% | +5,80% | +2,78% |
| Gesamt | +11,90% | +6,06% | -7,92% | +23,22% | +1,85% |
