MFS Meridian Funds - U.S. Value Fund A1 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 | 5.56 | -6.31 | 22.54 | -1.31 | 24.35 | 3.67 | 0.08 | 6.42 |
+/- Category | -0.14 | -2.66 | 3.49 | -1.92 | -1.78 | -0.34 | -5.51 | 0.14 |
+/- Category Index | -0.63 | -3.77 | 0.26 | -0.48 | -2.46 | -0.38 | -7.02 | -0.28 |
% Rank in Category | 56 | 78 | 24 | 53 | 67 | 59 | 82 | 44 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.14 | 0.24 | 0.58 |
1 Week | -0.65 | -0.46 | -0.71 |
1 Month | 3.69 | 0.76 | 1.21 |
3 Months | 5.32 | -1.49 | -0.66 |
6 Months | 12.92 | -1.61 | -1.55 |
YTD | 9.22 | -0.24 | -0.43 |
1 Year | 15.62 | -4.49 | -3.86 |
3 Years Annualised | 8.07 | -2.87 | -3.66 |
5 Years Annualised | 8.41 | -2.94 | -3.10 |
10 Years Annualised | 10.51 | -1.45 | -2.39 |
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 | 9.50 | - | - | - |
2023 | -4.58 | 0.25 | 0.29 | 4.32 |
2022 | -1.42 | -2.87 | 3.29 | 4.82 |
2021 | 7.12 | 5.08 | 2.71 | 7.56 |
2020 | -19.16 | 14.30 | 0.74 | 6.02 |
2019 | 9.70 | 7.06 | 5.34 | -0.95 |
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