MFS MERIDIAN FUNDS - U.S. CORPORATE BOND FUND - Klasse WH1 EUR/  LU1307986676  /

Fonds
NAV19/09/2024 Chg.0.0000 Type of yield Investment Focus Investment company
10.9100EUR 0.00% reinvestment Bonds Corporate Bonds MFS IM Co. (LU) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2023 - -3.26 2.45 0.50 -1.78 0.30 0.40 -0.90 -2.83 -2.08 5.84 4.12 +5.39%
2024 0.00 -1.35 1.17 -2.42 1.78 0.58 2.22 1.42 1.77 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 5.30% 5.24% 6.45% -% -%
Sharpe ratio 0.74 1.81 1.29 - -
Best month +4.12% +2.22% +5.84% - -
Worst month -2.42% -2.42% -2.83% - -
Maximum loss -3.55% -2.90% -4.10% - -
Outperformance - - - - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
MFS MERIDIAN FUNDS - U.S. CORPOR... reinvestment 11.4600 +11.70% -9.34%
MFS MERIDIAN FUNDS - U.S. CORPOR... paying dividend 9.4800 +11.70% -9.31%
MFS MERIDIAN FUNDS - U.S. CORPOR... reinvestment 12.1400 +12.20% -7.96%
MFS MERIDIAN FUNDS - U.S. CORPOR... paying dividend 9.4900 +12.35% -7.87%
MFS MERIDIAN FUNDS - U.S. CORPOR... reinvestment 12.0600 +13.03% -
MFS MERIDIAN FUNDS - U.S. CORPOR... reinvestment 139.7400 +13.69% -4.44%
MFS MERIDIAN FUNDS - U.S. CORPOR... reinvestment 172.4000 +11.65% -10.04%
MFS MERIDIAN FUNDS - U.S. CORPOR... reinvestment 13.8000 +13.58% -4.70%
MFS MERIDIAN FUNDS - U.S. CORPOR... paying dividend 9.5300 +13.56% -4.67%
MFS MERIDIAN FUNDS - U.S. CORPOR... reinvestment 10.9100 +11.78% -
MFS MERIDIAN FUNDS - U.S. CORPOR... reinvestment 12.8800 +12.88% -6.53%
MFS MERIDIAN FUNDS - U.S. CORPOR... paying dividend 9.4800 +12.77% -6.58%
MFS MERIDIAN FUNDS - U.S. CORPOR... reinvestment 10.6900 +10.78% -12.31%

Performance

YTD  
+5.21%
6 Months  
+6.34%
1 Year  
+11.78%
3 Years     -
5 Years     -
10 Years     -
Since start  
+10.87%
Year
2023  
+5.39%