MFS Meridian Funds - U.S. Value Fund N1 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 | 5.03 | -6.79 | 21.90 | -1.82 | 23.77 | 3.12 | -0.40 | 6.24 |
+/- Category | -0.67 | -3.14 | 2.85 | -2.43 | -2.36 | -0.89 | -5.99 | -0.04 |
+/- Category Index | -1.16 | -4.24 | -0.38 | -1.00 | -3.04 | -0.93 | -7.50 | -0.45 |
% Rank in Category | 61 | 81 | 30 | 57 | 72 | 66 | 85 | 47 |
Trailing Returns (GBP) | 16/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.12 | -0.27 | 0.08 |
1 Week | 0.37 | -0.34 | 0.14 |
1 Month | 3.15 | 0.15 | -0.14 |
3 Months | 5.03 | -0.90 | -0.60 |
6 Months | 12.87 | -1.65 | -2.42 |
YTD | 8.84 | -0.46 | -1.25 |
1 Year | 16.52 | -3.85 | -6.12 |
3 Years Annualised | 7.30 | -2.34 | -4.09 |
5 Years Annualised | 7.83 | -2.42 | -3.67 |
10 Years Annualised | 9.94 | -1.27 | -2.95 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.38 | - | - | - |
2023 | -4.67 | 0.11 | 0.16 | 4.20 |
2022 | -1.55 | -3.01 | 3.17 | 4.68 |
2021 | 7.01 | 4.94 | 2.60 | 7.41 |
2020 | -19.23 | 14.09 | 0.66 | 5.84 |
2019 | 9.55 | 6.93 | 5.23 | -1.11 |
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