MFS Meridian Funds - U.S. Value Fund I1 GBPRegister 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 | 6.27 | -5.00 | 23.62 | -0.21 | 25.88 | 4.13 | 1.68 | 11.20 |
+/- Category | 0.57 | -1.35 | 4.56 | -0.82 | -0.24 | 0.12 | -3.91 | 1.11 |
+/- Category Index | 0.08 | -2.46 | 1.33 | 0.61 | -0.92 | 0.08 | -5.41 | -1.10 |
% Rank in Category | 48 | 67 | 16 | 45 | 54 | 52 | 77 | 25 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.08 | 1.16 | 0.96 |
1 Week | 1.50 | 1.13 | -0.65 |
1 Month | 2.92 | 2.86 | 2.13 |
3 Months | 0.41 | 2.73 | -0.15 |
6 Months | 6.72 | 1.54 | 0.19 |
YTD | 10.11 | 3.43 | -0.35 |
1 Year | 14.49 | 3.43 | -0.31 |
3 Years Annualised | 7.59 | 0.06 | -2.36 |
5 Years Annualised | 8.42 | -0.32 | -2.23 |
10 Years Annualised | 11.42 | 0.61 | -1.03 |
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 | 9.98 | -2.35 | - | - |
2023 | -3.48 | 0.26 | 0.49 | 4.57 |
2022 | -1.04 | -3.07 | 3.78 | 4.61 |
2021 | 7.46 | 5.13 | 3.20 | 7.96 |
2020 | -19.09 | 14.55 | 1.43 | 6.15 |
2019 | 9.67 | 8.02 | 5.27 | -0.88 |
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