MFS Meridian Funds - U.S. Concentrated Growth Fund W1 USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
|
Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 16.73 | 7.39 | 35.78 | 15.76 | 23.61 | -9.11 | 14.74 | 7.86 |
+/- Category | 0.80 | 5.04 | 8.55 | -15.39 | 1.70 | 12.41 | -11.96 | -3.87 |
+/- Category Index | 1.09 | 3.03 | 6.44 | -16.15 | -3.73 | 14.16 | -17.29 | -4.77 |
% Rank in Category | 46 | 15 | 1 | 86 | 56 | 6 | 85 | 89 |
Trailing Returns (GBP) | 23/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.65 | 0.03 | -0.13 |
1 Week | 1.07 | 1.92 | 2.05 |
1 Month | -1.92 | 1.84 | 1.24 |
3 Months | 4.63 | -0.79 | -0.98 |
6 Months | 15.46 | -4.64 | -5.37 |
YTD | 6.01 | -2.00 | -3.85 |
1 Year | 17.76 | -9.60 | -13.90 |
3 Years Annualised | 7.93 | 1.91 | -1.67 |
5 Years Annualised | 12.14 | -0.49 | -3.25 |
10 Years Annualised | 15.37 | -0.05 | -1.84 |
Category: US Large-Cap Growth Equity | |||
Category Index: Morningstar US LM Brd Growth NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
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 |
|
Advertisement |