DetailsChartProfileRisk matrixNewsDocuments

MFS INVESTMENT FUNDS - GLOBAL EQUITY FUND - Euro Klasse/  LU0194196068  /

Fonds
NAV2024-05-31 Chg.+5.4300 Type of yield Investment Focus Investment company
578.8300EUR +0.95% reinvestment Equity Worldwide MFS IM Co. (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - 3.17 7.31 3.21 1.25 2.03 2.48 1.51 -2.75 4.40 -1.90 5.43 +23.81%
2022 -3.97 -3.81 2.68 -2.44 -1.13 -6.51 10.43 -4.46 -6.86 7.17 4.28 -6.87 -12.53%
2023 5.63 -0.22 0.05 1.58 -1.72 2.88 0.93 -1.17 -3.77 -3.23 5.95 3.75 +10.58%
2024 2.12 2.46 2.96 -4.12 2.25 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 8.80% 8.84% 9.37% 13.82% -%
Sharpe ratio 1.19 1.85 0.76 0.06 -
Best month +3.75% +5.95% +5.95% +10.43% -
Worst month -4.12% -4.12% -4.12% -6.87% -
Maximum loss -4.18% -4.18% -10.09% -17.78% -
Outperformance - - - - -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
MFS INVESTMENT FUNDS - GLOBAL EQ... reinvestment 494.9100 +9.97% +12.96%
MFS INVESTMENT FUNDS - GLOBAL EQ... reinvestment 578.8300 +10.94% +14.47%
MFS INVESTMENT FUNDS - GLOBAL EQ... reinvestment 628.1300 +12.97% +1.49%
MFS INVESTMENT FUNDS - GLOBAL EQ... reinvestment 368.9400 +11.04% +14.72%
MFS INVESTMENT FUNDS - GLOBAL EQ... paying dividend 449.2500 +10.10% +13.35%
MFS INVESTMENT FUNDS - GLOBAL EQ... paying dividend 336.6700 +10.07% +10.02%
MFS INVESTMENT FUNDS - GLOBAL EQ... reinvestment 504.3100 +10.10% +13.38%

Performance

YTD  
+5.62%
6 Months  
+9.58%
1 Year  
+10.94%
3 Years  
+14.47%
5 Years     -
10 Years     -
Since start  
+26.49%
Year
2023  
+10.58%
2022
  -12.53%
2021  
+23.81%