MFS Meridian Funds - U.S. Value Fund A1 USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 5.56 | -6.31 | 22.54 | -1.31 | 24.35 | 3.67 | 0.08 | 6.74 |
+/- Category | -0.14 | -2.66 | 3.49 | -1.92 | -1.78 | -0.34 | -5.51 | -0.72 |
+/- Category Index | -0.63 | -3.77 | 0.26 | -0.48 | -2.46 | -0.38 | -7.02 | -3.04 |
% Rank in Category | 56 | 78 | 24 | 53 | 67 | 59 | 82 | 61 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.41 | -0.18 | -0.06 |
1 Week | 1.36 | 0.03 | 0.31 |
1 Month | 0.67 | -0.46 | -0.80 |
3 Months | 0.66 | 0.51 | -2.32 |
6 Months | 6.84 | -1.05 | -3.34 |
YTD | 6.69 | -0.54 | -3.41 |
1 Year | 15.00 | -0.78 | -5.43 |
3 Years Annualised | 6.64 | -2.08 | -4.15 |
5 Years Annualised | 6.51 | -2.34 | -3.58 |
10 Years Annualised | 10.05 | -0.92 | -2.53 |
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 | 9.50 | -2.52 | - | - |
2023 | -4.58 | 0.25 | 0.29 | 4.32 |
2022 | -1.42 | -2.87 | 3.29 | 4.82 |
2021 | 7.12 | 5.08 | 2.71 | 7.56 |
2020 | -19.16 | 14.30 | 0.74 | 6.02 |
2019 | 9.70 | 7.06 | 5.34 | -0.95 |
|
Advertisement |