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MFS MERIDIAN FUNDS - EUROPEAN SMALLER COMPANIES FUND - Klasse NH1 USD/  LU1123736248  /

Fonds
NAV2024-05-23 Chg.0.0000 Type of yield Investment Focus Investment company
20.9100USD 0.00% reinvestment Equity Europe MFS IM Co. (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2023 - 0.94 -0.49 2.91 -2.67 -1.53 2.95 -1.89 -3.42 -4.22 8.16 4.96 +8.60%
2024 1.21 0.47 4.54 -1.09 4.34 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 8.60% 8.48% 9.94% -% -%
Sharpe ratio 2.68 3.56 0.84 - -
Best month +4.96% +8.16% +8.16% - -
Worst month -1.09% -1.09% -4.22% - -
Maximum loss -3.50% -3.50% -11.48% - -
Outperformance - - - - -
 
All quotes in USD

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
MFS Meridian-Eur.Sm.Companies N1... reinvestment 18.9300 +10.57% -9.03%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 20.9100 +12.18% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 15.3400 +10.28% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 558.1200 +11.79% +7.93%
MFS Meridian-Eur.Sm.Companies I1... reinvestment 20.7100 +12.25% -4.83%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 217.8800 +13.95% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 564.2700 +12.02% -
MFS Meridian-Eur.Sm.Companies W1... reinvestment 24.8900 +11.51% +7.15%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 17.6800 +11.90% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 23.6300 +13.50% -
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 41.4700 +11.18% -7.66%
MFS Meridian-Eur.Sm.Companies AH... reinvestment 22.9900 +12.53% +10.80%
MFS MERIDIAN FUNDS - EUROPEAN SM... reinvestment 79.9300 +10.68% +4.73%

Performance

YTD  
+9.71%
6 Months  
+15.52%
1 Year  
+12.18%
3 Years     -
5 Years     -
10 Years     -
Since start  
+19.15%
Year
2023  
+8.60%