MFS Meridian Funds - U.S. Value Fund I1 EURRegister 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 | 5.78 | -5.01 | 23.99 | -0.29 | 25.52 | 4.68 | 1.39 | 7.43 |
+/- Category | 0.09 | -1.36 | 4.94 | -0.90 | -0.60 | 0.66 | -4.21 | -0.03 |
+/- Category Index | -0.41 | -2.47 | 1.71 | 0.54 | -1.28 | 0.63 | -5.71 | -2.35 |
% Rank in Category | 52 | 68 | 13 | 45 | 57 | 48 | 80 | 52 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.55 | -0.04 | 0.08 |
1 Week | 1.46 | 0.13 | 0.40 |
1 Month | 1.09 | -0.05 | -0.38 |
3 Months | 1.09 | 0.95 | -1.89 |
6 Months | 7.51 | -0.38 | -2.67 |
YTD | 7.51 | 0.28 | -2.59 |
1 Year | 16.35 | 0.56 | -4.09 |
3 Years Annualised | 7.81 | -0.91 | -2.98 |
5 Years Annualised | 7.67 | -1.17 | -2.41 |
10 Years Annualised | 11.25 | 0.28 | -1.33 |
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 | 9.95 | -2.29 | - | - |
2023 | -3.86 | 0.19 | 0.87 | 4.36 |
2022 | -0.38 | -3.55 | 3.76 | 4.99 |
2021 | 7.50 | 5.35 | 2.82 | 7.79 |
2020 | -19.31 | 15.11 | 1.08 | 6.21 |
2019 | 10.02 | 8.02 | 5.09 | -0.73 |
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