MFS Meridian Funds - Prudent Wealth Fund I1 USD
- -Boa relação risco e retorno
ISIN: LU0337787088
Categoria Morningstar: USD Moderate Allocation
Empresa: MFS Investment Management
ISIN: LU0337787088
Categoria Morningstar: USD Moderate Allocation
Empresa: MFS Investment Management
The Fund’s objective is capital appreciation, measured in U.S. dollars. The Fund normally focuses its investments in equity securities of issuers located in developed and emerging market countries, however the Fund may invest without limit in debt instruments of corporate and government issuers and securitized instruments, as well as cash-equivalents, based on the Investment Manager’s view of the relative value of different types of securities and/or other market conditions. The Investment Manager seeks to reduce the volatility of the Fund’s returns relative to the global equity markets, as represented by the MSCI World Index (USD). The Fund may invest in companies it believes to have above average earnings growth potential compared to other companies, in companies it believes are undervalued compared to their perceived worth, or in a combination of growth and value companies. The Fund may invest in companies of any size.
Rentabilidade anual | 1 ano | 3 anos | 5 anos | Início | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidade anual: Fundo | 1 ano: 13,55 | 3 anos: 3,80 | 5 anos: 5,83 | Início: 8,21 | 2024: 3,44 | 2023: 11,17 | 2022: -10,21 | 2021: 11,93 | 2020: 6,61 |
Rentabilidade anual: Categoria | 1 ano: 12,73 | 3 anos: 4,65 | 5 anos: 4,95 | Início: - | 2024: 5,70 | 2023: 6,60 | 2022: -8,53 | 2021: 15,46 | 2020: -1,38 |
Rentabilidade anual: Percentil | 1 ano: 37,00 | 3 anos: 59,00 | 5 anos: 30,00 | Início:- | 2024: 96,00 | 2023: 9,00 | 2022: 68,00 | 2021: 82,00 | 2020: 5,00 |
Risco | Volatilidade | Rácio de Sharpe | Correlação | Beta | Alfa | Tracking error | Rácio de informação |
---|---|---|---|---|---|---|---|
Risco: 3 anos | 1 Volatilidade: 7,18 | 3 Rácio de Sharpe: -0,25 | 5 Correlação: 93,64 | Beta: 0,88 | Alfa: -2,14 | Tracking error: 3,55 | Rácio de informação: -0,60 |