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MFS MERIDIAN FUNDS - MANAGED WEALTH FUND - Klasse P1 USD/  LU1914596520  /

Fonds
NAV08.01.2025 Diff.+0,0100 Ertragstyp Ausrichtung Fondsgesellschaft
10,6200USD +0,09% thesaurierend Alternative Investments weltweit MFS IM Co. (LU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2023 - -1,24 1,16 0,93 -0,31 0,93 -0,20 0,72 -0,81 0,82 1,32 0,40 +4,06%
2024 1,10 1,88 1,17 -0,86 1,65 0,19 1,14 1,13 0,09 -1,11 0,66 -1,49 -
2025 0,57 - - - - - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 2,01% 3,57% 3,28% -% -%
Sharpe Ratio 13,32 -0,46 1,07 - -
Bester Monat +0,57% +1,14% +1,88% - -
Schlechtester Monat -1,49% -1,49% -1,49% - -
Maximaler Verlust 0,00% -2,41% -2,41% - -
Outperformance - - - - -
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
MFS Meridian-Managed Wealth Fd.I... thesaurierend 146,7300 +10,77% +23,24%
MFS Meridian-Managed Wealth Fd.C... thesaurierend 9,9000 +5,54% +6,57%
MFS Meridian-Managed Wealth Fd.N... thesaurierend 10,1100 +5,53% +7,10%
MFS Meridian-Managed Wealth Fd.W... thesaurierend 10,8000 +7,14% +10,20%
MFS MERIDIAN FUNDS - MANAGED WEA... thesaurierend 10,8900 +12,97% -
MFS MERIDIAN FUNDS - MANAGED WEA... thesaurierend 8,9200 +4,82% -
MFS MERIDIAN FUNDS - MANAGED WEA... thesaurierend 10,6200 +6,31% -
MFS Meridian-Managed Wealth Fd.I... thesaurierend 117,0600 +7,32% +12,13%
MFS Meridian-Managed Wealth Fd.I... thesaurierend 127,2700 +14,04% +23,13%
MFS Meridian-Managed Wealth Fd.I... thesaurierend 98,9000 +5,81% +5,75%
MFS Meridian-Managed Wealth Fd.W... thesaurierend 11,6400 +7,18% +12,14%
MFS MERIDIAN FUNDS - MANAGED WEA... thesaurierend 9,8000 +5,49% -
MFS Meridian-Managed Wealth Fd.A... thesaurierend 8,9400 +4,68% +3,00%
MFS Meridian-Managed Wealth Fd.A... thesaurierend 10,6200 +6,31% +8,92%

Performance

lfd. Jahr  
+0,57%
6 Monate  
+0,57%
1 Jahr  
+6,31%
3 Jahre     -
5 Jahre     -
seit Beginn  
+10,51%
Jahr
2023  
+4,06%