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MFS INVESTMENT FUNDS - GLOBAL EQUITY FUND - Sterling Klasse/  LU0194195094  /

Fonds
NAV2024-05-31 Chg.+5.5900 Type of yield Investment Focus Investment company
494.9100GBP +1.14% reinvestment Equity Worldwide MFS IM Co. (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - 1.24 5.29 5.34 0.05 1.95 1.82 2.09 -2.54 2.54 -1.15 4.04 +16.57%
2022 -4.43 -3.63 3.67 -2.99 0.01 -5.32 7.49 -1.47 -5.42 4.83 5.03 -4.43 -7.55%
2023 5.03 -0.92 0.36 1.54 -3.75 2.63 0.78 -1.21 -2.54 -2.82 4.83 4.31 +8.01%
2024 0.53 2.76 2.89 -4.24 2.10 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.83% 9.63% 10.00% 14.01% -%
Sharpe ratio 0.61 1.43 0.62 0.03 -
Best month +4.31% +4.83% +4.83% +7.49% -
Worst month -4.24% -4.24% -4.24% -5.42% -
Maximum loss -4.24% -4.24% -8.86% -15.87% -
Outperformance - - - - -
 
All quotes in GBP

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  
+3.92%
6 Months  
+8.40%
1 Year  
+9.97%
3 Years  
+12.96%
5 Years     -
10 Years     -
Since start  
+20.96%
Year
2023  
+8.01%
2022
  -7.55%
2021  
+16.57%