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MFS MERIDIAN FUNDS - EUROPEAN SMALLER COMPANIES FUND - Klasse C1 USD/  LU1123739341  /

Fonds
NAV2024-05-16 Chg.-0.0100 Type of yield Investment Focus Investment company
15.4100USD -0.06% reinvestment Equity Europe MFS IM Co. (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2023 - -1.82 1.71 4.37 -5.52 0.22 3.69 -3.49 -6.19 -4.08 10.81 6.36 +10.52%
2024 -1.18 0.42 4.20 -2.28 5.98 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.74% 12.11% 13.20% -% -%
Sharpe ratio 1.41 2.71 0.43 - -
Best month +6.36% +10.81% +10.81% - -
Worst month -2.28% -2.28% -6.19% - -
Maximum loss -5.30% -5.30% -15.21% - -
Outperformance - - - - -
 
All quotes in USD

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
MFS Meridian-Eur.Sm.Companies N1... reinvestment 19.0200 +9.82% -5.70%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 20.8900 +11.89% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 15.4100 +9.52% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 557.5800 +11.55% +10.45%
MFS Meridian-Eur.Sm.Companies I1... reinvestment 20.8000 +11.47% -1.33%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 217.6500 +13.71% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 563.7000 +11.78% -
MFS Meridian-Eur.Sm.Companies W1... reinvestment 24.8700 +11.28% +9.66%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 17.7600 +11.14% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 23.6000 +13.24% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 41.6600 +10.39% -4.27%
MFS Meridian-Eur.Sm.Companies AH... reinvestment 22.9700 +12.32% +13.43%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 79.8700 +10.44% +7.18%

Performance

YTD  
+7.09%
6 Months  
+16.74%
1 Year  
+9.52%
3 Years     -
5 Years     -
10 Years     -
Since start  
+18.36%
Year
2023  
+10.52%