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MFS MERIDIAN FUNDS - EUROPEAN SMALLER COMPANIES FUND - Klasse IH1 USD/  LU1164708619  /

Fonds
NAV20/06/2024 Chg.+1.1100 Type of yield Investment Focus Investment company
215.4600USD +0.52% reinvestment Equity Europe MFS IM Co. (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2023 - 1.06 -0.35 3.02 -2.53 -1.39 3.08 -1.82 -3.29 -4.06 8.22 5.16 +10.29%
2024 1.34 0.62 4.67 -0.94 4.20 -0.89 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 8.56% 8.38% 9.84% -% -%
Sharpe ratio 1.99 2.23 1.27 - -
Best month +5.16% +5.16% +8.22% - -
Worst month -0.94% -0.94% -4.06% - -
Maximum loss -3.44% -3.44% -10.53% - -
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
MFS Meridian-Eur.Sm.Companies N1... reinvestment 18.5000 +10.12% -10.46%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 20.6500 +14.34% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 14.9900 +9.90% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 551.3900 +14.09% +4.16%
MFS Meridian-Eur.Sm.Companies I1... reinvestment 20.2600 +11.81% -6.33%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 215.4600 +16.19% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 557.5500 +14.33% -
MFS Meridian-Eur.Sm.Companies W1... reinvestment 24.5900 +13.84% +3.41%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 17.3000 +11.47% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 23.3600 +15.70% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 40.5400 +10.70% -9.10%
MFS Meridian-Eur.Sm.Companies AH... reinvestment 22.7300 +14.80% +7.17%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 78.9100 +12.97% +1.08%

Performance

YTD  
+9.18%
6 Months  
+10.59%
1 Year  
+16.19%
3 Years     -
5 Years     -
10 Years     -
Since start  
+20.42%
Year
2023  
+10.29%