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

Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • MFS Meridian Funds - U.S. Concentrated Growth Fund WH1 GBP
%
Volatility Measurements31/07/2020
 
3-Yr Std Dev16.73 %
3-Yr Mean Return17.24 %
 
3-Yr Sharpe Ratio0.92
 
Modern Portfolio Statistics-31/07/2020
 Standard IndexBest Fit Index
   Cat 40%Barclays StlAgg TR&60%MSCIWldFree
3-Yr Beta-1.80
3-Yr Alpha-4.75
 
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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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