MFS MERIDIAN FUNDS - PRUDENT WEALTH FUND - Klasse W1 GBP/ LU1320600023 /
| NAV17.06.2024 | Diff.0.0000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 18.3800GBP | 0.00% | thesaurierend | Mischfonds weltweit | MFS IM Co. (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | 0.41 | -0.12 | 0.41 | -0.12 | 0.23 | 1.27 | 0.40 | 0.91 | -1.97 | 2.35 | 2.69 | +7.70% |
| 2024 | -0.11 | -0.60 | 2.86 | -1.60 | 0.16 | -0.33 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.76% | 5.62% | 6.68% | -% | -% |
| Sharpe Ratio | -0.52 | -0.24 | 0.46 | - | - |
| Bester Monat | +2.86% | +2.86% | +2.86% | - | - |
| Schlechtester Monat | -1.60% | -1.60% | -1.97% | - | - |
| Maximaler Verlust | -2.70% | -2.70% | -3.83% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 19.0200 | +4.79% | -7.13% | |
| MFS Meridian-Prudent Wealth Fd.N... | thesaurierend | 16.4100 | +4.99% | -6.50% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 283.2900 | +6.99% | +7.26% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 20.4800 | +5.95% | -5.36% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 18.3800 | +6.74% | - | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 249.8700 | +6.59% | -2.17% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 287.0600 | +8.46% | +8.37% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 162.6600 | +4.55% | -8.13% | |
| MFS Meridian-Prudent Wealth Fd.W... | thesaurierend | 12.9700 | +4.60% | -8.47% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 21.6100 | +6.30% | -2.88% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 21.6600 | +5.56% | -5.04% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 25.1400 | +7.39% | +5.19% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 14.4500 | +3.81% | -10.80% | |
| MFS Meridian-Prudent Wealth Fd.W... | thesaurierend | 26.3700 | +8.21% | +7.63% |
Performance
| lfd. Jahr | +0.33% | ||
|---|---|---|---|
| 6 Monate | +1.16% | ||
| 1 Jahr | +6.74% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +8.05% | ||
| Jahr | |||
| 2023 | +7.70% | ||
