MFS Meridian Funds - U.S. Concentrated Growth Fund N1 USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 15.15 | 5.89 | 33.89 | 14.12 | 21.92 | -10.42 | 13.17 | 5.55 |
+/- Category | -0.78 | 3.54 | 6.66 | -17.03 | 0.00 | 11.10 | -13.53 | -3.62 |
+/- Category Index | -0.49 | 1.54 | 4.55 | -17.79 | -5.43 | 12.85 | -18.86 | -4.95 |
% Rank in Category | 56 | 25 | 3 | 91 | 66 | 9 | 90 | 91 |
Trailing Returns (GBP) | 28/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.28 | 0.07 | 0.41 |
1 Week | -0.33 | -0.54 | 0.06 |
1 Month | 2.09 | -0.84 | 0.31 |
3 Months | 7.54 | -4.37 | -4.07 |
6 Months | 14.24 | -8.34 | -12.80 |
YTD | 7.50 | -4.39 | -4.11 |
1 Year | 21.27 | -14.61 | -15.85 |
3 Years Annualised | 9.00 | -0.35 | -0.93 |
5 Years Annualised | 12.38 | -1.96 | -3.94 |
10 Years Annualised | 13.97 | -1.71 | -0.22 |
Category: US Large-Cap Growth Equity | |||
Category Index: Morningstar US LM Brd Growth NR USD |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | 3.20 | 3.89 | -0.67 | 6.26 |
2022 | -5.06 | -6.28 | -0.71 | 1.40 |
2021 | 2.49 | 7.46 | 2.70 | 7.80 |
2020 | -12.46 | 19.24 | 4.96 | 4.16 |
2019 | 14.65 | 8.70 | 6.84 | 0.55 |
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