Compare
MFS Meridian U.S. Concentrated Growth W1 $ LU0458498135
NAV
- Periodicity
- Daily
- Currency
- United States Dollar
- Last update
- 2/20/2026
- NAV
- 63.430
- Daily change (%)
- 0.55%
Charts
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Performance (Euro)
| Analysis at 2/19/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | -3.07% | -6.98% | 26.89% | 46.05% |
| Analysis at 2/19/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.50% | 12.87% | 14.33% |
| Negative volatility | 13.12% | 8.36% | 9.13% |
| Sharpe | Neg | 0.49 | 0.58 |
| Sortino | Neg | 0.76 | 0.91 |
Annual performance (Euro)
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| MFS Meridian U.S. Concentrated Growth W1 $ | 32.70% | -14.28% | 17.37% | 19.23% | -1.58% | -3.07% | |
| Equity Usa - Mid & Small Cap Growth | 13.02% | -21.37% | 14.90% | 21.50% | -2.74% | 3.44% | |