MFS MERIDIAN FUNDS - EUROPEAN SMALLER COMPANIES FUND - Klasse IS1 EUR/  LU1868533008  /

Fonds
NAV14/06/2024 Chg.-4.9400 Type of yield Investment Focus Investment company
551.4800EUR -0.89% reinvestment Equity Europe MFS IM Co. (LU) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2023 - 0.95 -0.47 2.88 -2.62 -1.59 3.02 -1.97 -3.44 -4.19 8.02 4.92 +8.27%
2024 1.23 0.49 4.58 -1.07 4.06 -2.01 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 8.61% 8.65% 9.81% -% -%
Sharpe ratio 1.54 1.52 0.70 - -
Best month +4.92% +4.92% +8.02% - -
Worst month -2.01% -2.01% -4.19% - -
Maximum loss -3.52% -3.52% -10.93% - -
Outperformance - - - - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
MFS Meridian-Eur.Sm.Companies N1... reinvestment 18.3000 +7.39% -12.98%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 20.4300 +10.67% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 14.8300 +7.15% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 545.4000 +10.38% +3.02%
MFS Meridian-Eur.Sm.Companies I1... reinvestment 20.0400 +9.03% -8.95%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 213.0700 +12.44% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 551.4800 +10.61% -
MFS Meridian-Eur.Sm.Companies W1... reinvestment 24.3200 +10.10% +2.27%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 17.1100 +8.70% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 23.1100 +12.02% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 40.1100 +7.97% -11.63%
MFS Meridian-Eur.Sm.Companies AH... reinvestment 22.4800 +11.12% +5.89%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 78.0600 +9.28% -0.04%

Performance

YTD  
+7.32%
6 Months  
+8.06%
1 Year  
+10.61%
3 Years     -
5 Years     -
10 Years     -
Since start  
+16.19%
Year
2023  
+8.27%