MFS Meridian Funds - U.S. Concentrated Growth Fund W1 USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 16.73 | 7.39 | 35.78 | 15.76 | 23.61 | -9.11 | 14.74 | 4.09 |
+/- Category | 0.80 | 5.04 | 8.55 | -15.39 | 1.70 | 12.41 | -11.96 | -3.38 |
+/- Category Index | 1.09 | 3.03 | 6.44 | -16.15 | -3.73 | 14.16 | -17.29 | -4.72 |
% Rank in Category | 46 | 15 | 1 | 86 | 56 | 6 | 85 | 82 |
Trailing Returns (GBP) | 31/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.67 | 1.24 | 0.45 |
1 Week | -2.08 | -0.66 | -0.83 |
1 Month | 2.59 | 1.59 | -1.76 |
3 Months | 0.93 | 0.78 | -1.82 |
6 Months | 9.95 | -4.48 | -7.52 |
YTD | 6.79 | -2.31 | -6.76 |
1 Year | 17.78 | -5.18 | -11.30 |
3 Years Annualised | 9.25 | 1.58 | -3.32 |
5 Years Annualised | 12.77 | -0.56 | -4.05 |
10 Years Annualised | 15.15 | -0.34 | -2.06 |
Category: US Large-Cap Growth Equity | |||
Category Index: Morningstar US LM Brd Growth NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.86 | - | - | - |
2023 | 3.53 | 4.27 | -0.33 | 6.65 |
2022 | -4.72 | -5.95 | -0.36 | 1.80 |
2021 | 2.85 | 7.84 | 3.07 | 8.14 |
2020 | -12.14 | 19.68 | 5.32 | 4.53 |
2019 | 15.04 | 9.12 | 7.19 | 0.91 |
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