MFS Meridian Funds - U.S. Concentrated Growth Fund I1 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 | 16.86 | 7.47 | 35.91 | 15.85 | 23.73 | -9.05 | 14.84 | 9.40 |
+/- Category | 0.93 | 5.13 | 8.68 | -15.30 | 1.81 | 12.47 | -11.85 | -6.11 |
+/- Category Index | 1.22 | 3.12 | 6.58 | -16.06 | -3.62 | 14.22 | -17.19 | -12.04 |
% Rank in Category | 45 | 15 | 1 | 85 | 55 | 5 | 85 | 77 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.24 | -0.71 | -0.50 |
1 Week | -0.50 | 0.20 | 0.68 |
1 Month | -0.82 | -1.80 | -1.94 |
3 Months | 3.76 | -0.89 | -6.38 |
6 Months | 9.82 | -6.00 | -11.35 |
YTD | 8.92 | -6.90 | -13.26 |
1 Year | 18.04 | -8.79 | -16.59 |
3 Years Annualised | 7.73 | 1.13 | -3.74 |
5 Years Annualised | 10.92 | -1.53 | -5.16 |
10 Years Annualised | 15.59 | -0.54 | -2.41 |
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 | 7.88 | 1.40 | - | - |
2023 | 3.56 | 4.27 | -0.30 | 6.67 |
2022 | -4.71 | -5.93 | -0.34 | 1.80 |
2021 | 2.86 | 7.85 | 3.09 | 8.18 |
2020 | -12.12 | 19.67 | 5.34 | 4.57 |
2019 | 15.06 | 9.15 | 7.21 | 0.95 |
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