MFS Meridian Funds - U.S. Concentrated Growth Fund I1 GBPRegister 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 | 16.36 | 7.80 | 35.63 | 15.90 | 23.88 | -9.64 | 15.43 | 9.47 |
+/- Category | 0.43 | 5.46 | 8.40 | -15.24 | 1.96 | 11.88 | -11.26 | -6.04 |
+/- Category Index | 0.72 | 3.45 | 6.29 | -16.01 | -3.47 | 13.63 | -16.59 | -11.97 |
% Rank in Category | 50 | 14 | 1 | 85 | 53 | 7 | 82 | 77 |
Trailing Returns (GBP) | 26/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.62 | 0.85 | 0.46 |
1 Week | 0.07 | 1.32 | 1.73 |
1 Month | -3.75 | 0.28 | 1.48 |
3 Months | -0.05 | -1.77 | -4.36 |
6 Months | 4.59 | -3.10 | -6.86 |
YTD | 6.61 | -4.10 | -9.19 |
1 Year | 13.30 | -6.01 | -12.27 |
3 Years Annualised | 6.14 | 2.02 | -2.23 |
5 Years Annualised | 9.69 | -1.35 | -4.82 |
10 Years Annualised | 15.27 | -0.11 | -1.96 |
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 | 8.05 | 1.31 | - | - |
2023 | 4.48 | 3.99 | -0.37 | 6.64 |
2022 | -4.62 | -6.36 | -0.13 | 1.31 |
2021 | 2.89 | 7.62 | 3.29 | 8.30 |
2020 | -12.28 | 19.64 | 5.76 | 4.43 |
2019 | 14.73 | 9.83 | 6.85 | 0.73 |
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