MFS Meridian Funds - U.S. Value Fund I1 USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 6.72 | -5.29 | 23.87 | -0.26 | 25.72 | 4.81 | 1.16 | 11.23 |
+/- Category | 1.02 | -1.65 | 4.82 | -0.87 | -0.40 | 0.80 | -4.44 | 1.14 |
+/- Category Index | 0.53 | -2.75 | 1.59 | 0.57 | -1.09 | 0.76 | -5.94 | -1.07 |
% Rank in Category | 43 | 71 | 14 | 45 | 55 | 47 | 80 | 24 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.53 | 0.03 | 0.41 |
1 Week | 1.54 | 0.97 | -0.61 |
1 Month | 2.74 | 2.17 | 1.95 |
3 Months | 0.17 | 1.85 | -0.39 |
6 Months | 6.37 | 1.20 | -0.16 |
YTD | 9.81 | 2.53 | -0.65 |
1 Year | 13.99 | 2.58 | -0.81 |
3 Years Annualised | 7.51 | -0.33 | -2.44 |
5 Years Annualised | 8.37 | -0.93 | -2.27 |
10 Years Annualised | 11.40 | 0.51 | -1.05 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.82 | -2.26 | - | - |
2023 | -4.33 | 0.52 | 0.56 | 4.59 |
2022 | -1.14 | -2.61 | 3.56 | 5.12 |
2021 | 7.43 | 5.36 | 3.00 | 7.84 |
2020 | -18.94 | 14.58 | 1.02 | 6.30 |
2019 | 9.98 | 7.35 | 5.62 | -0.67 |
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