MFS Meridian Funds - U.S. Concentrated Growth Fund I1 GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 16.36 | 7.80 | 35.63 | 15.90 | 23.88 | -9.64 | 15.43 | 8.05 |
+/- Category | 0.43 | 5.46 | 8.40 | -15.24 | 1.96 | 11.88 | -11.26 | -3.68 |
+/- Category Index | 0.72 | 3.45 | 6.29 | -16.01 | -3.47 | 13.63 | -16.59 | -4.58 |
% Rank in Category | 50 | 14 | 1 | 85 | 53 | 7 | 82 | 87 |
Trailing Returns (GBP) | 19/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.41 | 0.48 | 1.62 |
1 Week | -2.05 | 2.19 | 3.31 |
1 Month | -2.98 | -0.67 | 0.69 |
3 Months | 3.14 | -2.17 | -0.54 |
6 Months | 11.12 | -4.68 | -4.49 |
YTD | 3.94 | -2.77 | -3.14 |
1 Year | 15.42 | -10.45 | -12.61 |
3 Years Annualised | 8.07 | 2.40 | -1.30 |
5 Years Annualised | 12.10 | -0.46 | -3.17 |
10 Years Annualised | 15.24 | -0.13 | -1.76 |
Category: US Large-Cap Growth Equity | |||
Category Index: Morningstar US LM Brd Growth NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.05 | - | - | - |
2023 | 4.48 | 3.99 | -0.37 | 6.64 |
2022 | -4.62 | -6.36 | -0.13 | 1.31 |
2021 | 2.89 | 7.62 | 3.29 | 8.30 |
2020 | -12.28 | 19.64 | 5.76 | 4.43 |
2019 | 14.73 | 9.83 | 6.85 | 0.73 |
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