MFS Meridian Funds - U.S. Concentrated Growth Fund W1 USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2023 | 30/06 | |||
Price Return | 16.73 | 7.39 | 35.78 | 15.76 | 14.74 | 9.36 | ||
+/- Category | 0.80 | 5.04 | 8.55 | -15.39 | -11.96 | -6.15 | ||
+/- Category Index | 1.09 | 3.03 | 6.44 | -16.15 | -17.29 | -12.09 | ||
% Rank in Category | 46 | 15 | 1 | 86 | 85 | 78 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.98 | 1.22 | 0.82 |
1 Week | 0.28 | 1.53 | 1.94 |
1 Month | -3.61 | 0.42 | 1.61 |
3 Months | -0.20 | -1.92 | -4.51 |
6 Months | 4.80 | -2.89 | -6.65 |
YTD | 6.67 | -4.04 | -9.12 |
1 Year | 13.28 | -6.03 | -12.29 |
3 Years Annualised | 6.15 | 2.04 | -2.22 |
5 Years Annualised | 9.69 | -1.35 | -4.81 |
10 Years Annualised | 15.18 | -0.20 | -2.05 |
Category: US Large-Cap Growth Equity | |||
Category Index: Morningstar US LM Brd Growth NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.86 | 1.39 | - | - |
2023 | 3.53 | 4.27 | -0.33 | 6.65 |
2020 | -12.14 | 19.68 | 5.32 | 4.53 |
2019 | 15.04 | 9.12 | 7.19 | 0.91 |
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