MFS Meridian Funds - U.S. Value Fund C1 USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
|
Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 4.78 | -7.01 | 21.61 | -2.09 | 23.43 | 2.92 | -0.70 | 10.91 |
+/- Category | -0.92 | -3.37 | 2.56 | -2.70 | -2.70 | -1.10 | -6.29 | 1.51 |
+/- Category Index | -1.41 | -4.47 | -0.67 | -1.26 | -3.38 | -1.13 | -7.79 | -1.73 |
% Rank in Category | 63 | 82 | 32 | 59 | 75 | 67 | 85 | 29 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.38 | -0.07 | 0.15 |
1 Week | 0.11 | -0.98 | -0.71 |
1 Month | 0.30 | 0.51 | 0.62 |
3 Months | 3.95 | 1.92 | 1.28 |
6 Months | 4.18 | 1.08 | -1.08 |
YTD | 9.80 | 1.56 | -1.61 |
1 Year | 12.21 | 0.66 | -2.59 |
3 Years Annualised | 6.25 | -2.06 | -4.45 |
5 Years Annualised | 6.12 | -2.54 | -3.86 |
10 Years Annualised | 8.95 | -1.20 | -3.02 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.31 | -2.69 | - | - |
2023 | -4.77 | 0.07 | 0.09 | 4.12 |
2022 | -1.57 | -3.08 | 3.08 | 4.65 |
2021 | 6.97 | 4.85 | 2.52 | 7.34 |
2020 | -19.31 | 14.07 | 0.53 | 5.82 |
2019 | 9.46 | 6.89 | 5.13 | -1.13 |
|
Advertisement |