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

Fonds
NAV2024-05-16 Chg.+0.6900 Type of yield Investment Focus Investment company
563.7000EUR +0.12% 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 4.23 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 8.72% 8.67% 9.91% -% -%
Sharpe ratio 2.82 4.07 0.80 - -
Best month +4.92% +8.02% +8.02% - -
Worst month -1.07% -1.07% -4.19% - -
Maximum loss -3.52% -3.52% -11.85% - -
Outperformance - - - - -
 
All quotes in EUR

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  
+9.69%
6 Months  
+17.77%
1 Year  
+11.78%
3 Years     -
5 Years     -
10 Years     -
Since start  
+18.76%
Year
2023  
+8.27%