MFS Meridian Funds - U.S. Concentrated Growth Fund I1 GBP

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearBelow AverageBelow Average3 star
10-YearAverageBelow Average3 star
Overall*AverageBelow Average3 star
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1 Year Daily Volatility Chart (annualised)
  • MFS Meridian Funds - U.S. Concentrated Growth Fund I1 GBP
  • Morningstar US LM Brd Growth NR USD
Volatility Measurements30/06/2024
3-Yr Std Dev12.42 %
3-Yr Mean Return9.32 %
3-Yr Sharpe Ratio0.49
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar US LM Brd Growth NR USD  MSCI World NR USD
3-Yr Beta0.771.03
3-Yr Alpha-2.01-1.40
* This share class has performance data calculated prior to the inception date, 2006-02-27. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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(
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