MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 GBP

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Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
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1 Year Daily Volatility Chart (annualised)
  • MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 GBP
%
Volatility Measurements28/02/2021
 
3-Yr Std Dev17.60 %
3-Yr Mean Return17.75 %
 
3-Yr Sharpe Ratio0.90
 
Modern Portfolio Statistics-28/02/2021
 Standard IndexBest Fit Index
   Cat 25%Barclays StlAgg TR&75%FTSE Wld TR
3-Yr Beta-1.49
3-Yr Alpha-3.71
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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