MFS INVESTMENT FUNDS - GLOBAL EQUITY EURO HEDGED FUND - Euro IRE T Klasse/ LU0570075167 /
| NAV2024-05-31 | Chg.+3.4000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 343.3700EUR | +1.00% | reinvestment | Equity Worldwide | MFS IM Co. (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | 3.20 | 5.83 | 4.32 | 1.67 | 0.89 | 2.36 | 1.37 | -3.57 | 4.10 | -3.17 | 5.73 | +19.53% |
| 2022 | -4.60 | -3.83 | 2.25 | -4.96 | -0.47 | -7.67 | 8.46 | -4.87 | -8.00 | 7.64 | 5.90 | -5.27 | -16.03% |
| 2023 | 6.11 | -1.28 | 0.98 | 2.18 | -3.52 | 4.02 | 1.12 | -1.85 | -4.82 | -3.45 | 7.06 | 3.97 | +10.12% |
| 2024 | 1.31 | 2.43 | 3.00 | -4.44 | 2.82 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 8.95% | 8.80% | 9.60% | 14.13% | -% |
| Sharpe ratio | 0.99 | 1.76 | 0.74 | -0.16 | - |
| Best month | +3.97% | +7.06% | +7.06% | +8.46% | - |
| Worst month | -4.44% | -4.44% | -4.82% | -8.00% | - |
| Maximum loss | -4.72% | -4.72% | -11.95% | -23.04% | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +5.02% | ||
|---|---|---|---|
| 6 Months | +9.19% | ||
| 1 Year | +10.91% | ||
| 3 Years | +4.77% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +16.07% | ||
| Year | |||
| 2023 | +10.12% | ||
| 2022 | -16.03% | ||
| 2021 | +19.53% | ||
