MFS Meridian Funds - European Research Fund I1 EUR

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageLow5 star
10-YearHighLow5 star
OverallHighLow5 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • MFS Meridian Funds - European Research Fund I1 EUR
  • MSCI Europe NR EUR
%
Volatility Measurements30/06/2021
 
3-Yr Std Dev13.41 %
3-Yr Mean Return9.08 %
 
3-Yr Sharpe Ratio0.62
 
Modern Portfolio Statistics30/06/202130/06/2021
 Standard IndexBest Fit Index
 MSCI Europe NR EUR  Cat 25%Barclays Eu Agg&75%FTSE AW Dv Eur
3-Yr Beta0.861.12
3-Yr Alpha2.090.81
 
Advertisement
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(https://www.morningstar.com/research/signature)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement