MFS INVESTMENT FUNDS - GLOBAL EQUITY FUND - Euro IRE T GD Klasse/ LU1914594079 /
| NAV31.05.2024 | Diff.+3.1600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 336.6700EUR | +0.95% | ausschüttend | Aktien weltweit | MFS IM Co. (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | 3.22 | 3.49 | -4.30 | 4.19 | 2.66 | 0.43 | 1.46 | -0.94 | 4.26 | 0.61 | - |
| 2020 | -0.28 | -7.78 | -13.59 | 10.01 | 3.61 | -0.07 | 0.03 | 3.74 | -0.23 | -3.35 | 10.99 | 2.29 | +2.82% |
| 2021 | -2.43 | 3.18 | 6.97 | 3.21 | 1.26 | 1.46 | 2.49 | 1.53 | -3.05 | 4.40 | -1.89 | 5.22 | +24.16% |
| 2022 | -3.96 | -3.80 | 2.35 | -2.43 | -1.12 | -7.24 | 10.44 | -4.45 | -7.26 | 7.18 | 4.29 | -7.18 | -14.08% |
| 2023 | 5.63 | -0.21 | -0.30 | 1.58 | -1.71 | 1.98 | 0.93 | -1.16 | -3.76 | -3.22 | 5.97 | 3.76 | +9.32% |
| 2024 | 2.13 | 2.48 | 2.96 | -4.12 | 2.26 | - | - | - | - | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8.79% | 8.83% | 9.33% | 13.87% | 18.13% |
| Sharpe Ratio | 1.20 | 1.86 | 0.67 | -0.04 | 0.20 |
| Bester Monat | +3.76% | +5.97% | +5.97% | +10.44% | +10.99% |
| Schlechtester Monat | -4.12% | -4.12% | -4.12% | -7.26% | -13.59% |
| Maximaler Verlust | -4.18% | -4.18% | -10.07% | -18.29% | -32.95% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| MFS INVESTMENT FUNDS - GLOBAL EQ... | thesaurierend | 494.9100 | +9.97% | +12.96% | |
| MFS INVESTMENT FUNDS - GLOBAL EQ... | thesaurierend | 578.8300 | +10.94% | +14.47% | |
| MFS INVESTMENT FUNDS - GLOBAL EQ... | thesaurierend | 628.1300 | +12.97% | +1.49% | |
| MFS INVESTMENT FUNDS - GLOBAL EQ... | thesaurierend | 368.9400 | +11.04% | +14.72% | |
| MFS INVESTMENT FUNDS - GLOBAL EQ... | ausschüttend | 449.2500 | +10.10% | +13.35% | |
| MFS INVESTMENT FUNDS - GLOBAL EQ... | ausschüttend | 336.6700 | +10.07% | +10.02% | |
| MFS INVESTMENT FUNDS - GLOBAL EQ... | thesaurierend | 504.3100 | +10.10% | +13.38% |
Performance
| lfd. Jahr | +5.65% | ||
|---|---|---|---|
| 6 Monate | +9.62% | ||
| 1 Jahr | +10.07% | ||
| 3 Jahre | +10.02% | ||
| 5 Jahre | +43.44% | ||
| 10 Jahre | - | ||
| seit Beginn | +46.53% | ||
| Jahr | |||
| 2023 | +9.32% | ||
| 2022 | -14.08% | ||
| 2021 | +24.16% | ||
| 2020 | +2.82% | ||
Ausschüttungen
| 28.03.2024 | 1.26 EUR |
| 29.12.2023 | 1.00 EUR |
| 29.09.2023 | 1.18 EUR |
