MFS MERIDIAN FUNDS - PRUDENT WEALTH FUND - Klasse WH1 GBP/ LU0583244008 /
| NAV13.06.2024 | Diff.-0.1900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 20.5600GBP | -0.92% | thesaurierend | Mischfonds weltweit | MFS IM Co. (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | -0.34 | 1.26 | 2.01 | 1.69 | -0.37 | 1.85 | 1.14 | -3.06 | 1.21 | -1.93 | 1.78 | +4.21% |
| 2022 | -2.85 | -0.95 | -2.29 | -2.88 | -0.25 | -5.40 | 1.71 | -4.35 | -5.87 | 1.46 | 4.31 | -0.94 | -17.28% |
| 2023 | 3.89 | -1.93 | 2.24 | 2.13 | -0.99 | 2.22 | 2.32 | -0.91 | -2.75 | -2.35 | 6.22 | 3.53 | +14.00% |
| 2024 | -0.83 | -0.98 | 2.88 | -2.60 | 2.08 | -0.24 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 6.78% | 6.95% | 7.72% | 8.13% | -% |
| Sharpe Ratio | -0.48 | 0.15 | 0.35 | -0.70 | - |
| Bester Monat | +3.53% | +3.53% | +6.22% | +6.22% | - |
| Schlechtester Monat | -2.60% | -2.60% | -2.75% | -5.87% | - |
| Maximaler Verlust | -3.28% | -3.28% | -7.27% | -24.20% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 19.0900 | +5.24% | -7.46% | |
| MFS Meridian-Prudent Wealth Fd.N... | thesaurierend | 16.4800 | +5.57% | -6.79% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 283.0200 | +5.85% | +7.82% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 20.5600 | +6.42% | -5.69% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 18.3700 | +5.64% | - | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 250.8400 | +7.13% | -2.50% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 287.9300 | +7.70% | +9.91% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 163.3200 | +5.00% | -8.40% | |
| MFS Meridian-Prudent Wealth Fd.W... | thesaurierend | 13.0200 | +5.08% | -8.76% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 21.7000 | +6.90% | -3.21% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 21.7400 | +6.05% | -5.35% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 25.2200 | +6.64% | +6.68% | |
| MFS MERIDIAN FUNDS - PRUDENT WEA... | thesaurierend | 14.5100 | +4.24% | -11.04% | |
| MFS Meridian-Prudent Wealth Fd.W... | thesaurierend | 26.4500 | +7.43% | +9.16% |
Performance
| lfd. Jahr | +0.19% | ||
|---|---|---|---|
| 6 Monate | +2.34% | ||
| 1 Jahr | +6.42% | ||
| 3 Jahre | -5.69% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | -1.53% | ||
| Jahr | |||
| 2023 | +14.00% | ||
| 2022 | -17.28% | ||
| 2021 | +4.21% | ||
