MFS Meridian Funds - U.S. Value 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 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 6.64 | -5.37 | 23.73 | -0.35 | 25.61 | 4.72 | 1.07 | 7.27 |
+/- Category | 0.94 | -1.72 | 4.68 | -0.96 | -0.51 | 0.70 | -4.52 | -0.19 |
+/- Category Index | 0.45 | -2.83 | 1.45 | 0.47 | -1.19 | 0.67 | -6.02 | -2.51 |
% Rank in Category | 43 | 71 | 15 | 46 | 56 | 48 | 82 | 54 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.40 | -0.19 | -0.07 |
1 Week | 1.39 | 0.06 | 0.34 |
1 Month | 0.73 | -0.40 | -0.74 |
3 Months | 0.92 | 0.77 | -2.07 |
6 Months | 7.36 | -0.53 | -2.82 |
YTD | 7.26 | 0.02 | -2.84 |
1 Year | 16.12 | 0.34 | -4.31 |
3 Years Annualised | 7.71 | -1.01 | -3.08 |
5 Years Annualised | 7.57 | -1.28 | -2.52 |
10 Years Annualised | 11.14 | 0.17 | -1.44 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.79 | -2.30 | - | - |
2023 | -4.36 | 0.50 | 0.56 | 4.58 |
2022 | -1.16 | -2.64 | 3.54 | 5.11 |
2021 | 7.40 | 5.34 | 2.97 | 7.83 |
2020 | -18.96 | 14.55 | 1.00 | 6.28 |
2019 | 9.92 | 7.32 | 5.60 | -0.68 |
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