MFS Meridian Funds - U.S. Concentrated Growth Fund A1 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 | 15.71 | 6.43 | 34.58 | 14.73 | 22.55 | -9.92 | 13.72 | 8.88 |
+/- Category | -0.22 | 4.08 | 7.36 | -16.42 | 0.64 | 11.61 | -12.97 | -6.63 |
+/- Category Index | 0.07 | 2.08 | 5.25 | -17.18 | -4.79 | 13.35 | -18.31 | -12.57 |
% Rank in Category | 53 | 21 | 1 | 90 | 63 | 8 | 89 | 80 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.25 | -0.72 | -0.51 |
1 Week | -0.52 | 0.18 | 0.66 |
1 Month | -0.88 | -1.86 | -2.01 |
3 Months | 3.51 | -1.14 | -6.63 |
6 Months | 9.29 | -6.53 | -11.88 |
YTD | 8.37 | -7.46 | -13.82 |
1 Year | 16.90 | -9.92 | -17.73 |
3 Years Annualised | 6.70 | 0.10 | -4.78 |
5 Years Annualised | 9.85 | -2.59 | -6.22 |
10 Years Annualised | 14.47 | -1.67 | -3.53 |
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 | 7.63 | 1.16 | - | - |
2023 | 3.29 | 4.04 | -0.54 | 6.40 |
2022 | -4.95 | -6.15 | -0.58 | 1.58 |
2021 | 2.61 | 7.62 | 2.81 | 7.94 |
2020 | -12.35 | 19.41 | 5.09 | 4.30 |
2019 | 14.78 | 8.88 | 6.93 | 0.70 |
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