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MFS INVESTMENT FUNDS - GLOBAL EQUITY FUND - Sterling UK T Klasse/  LU0570074517  /

Fonds
NAV2024-05-31 Chg.+5.7100 Type of yield Investment Focus Investment company
504.3100GBP +1.15% reinvestment Equity Worldwide MFS IM Co. (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - 1.26 5.30 5.35 0.06 1.96 1.83 2.11 -2.53 2.55 -1.12 4.05 +16.74%
2022 -4.42 -3.61 3.65 -2.98 0.03 -5.32 7.50 -1.44 -5.41 4.85 5.05 -4.43 -7.43%
2023 5.03 -0.91 0.37 1.54 -3.74 2.64 0.78 -1.19 -2.55 -2.82 4.86 4.32 +8.09%
2024 0.54 2.79 2.90 -4.23 2.12 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.84% 9.63% 10.00% 14.01% -%
Sharpe ratio 0.63 1.45 0.63 0.04 -
Best month +4.32% +4.86% +4.86% +7.50% -
Worst month -4.23% -4.23% -4.23% -5.41% -
Maximum loss -4.23% -4.23% -8.84% -15.81% -
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  
+4.00%
6 Months  
+8.50%
1 Year  
+10.10%
3 Years  
+13.38%
5 Years     -
10 Years     -
Since start  
+21.48%
Year
2023  
+8.09%
2022
  -7.43%
2021  
+16.74%