OTC Markets OTCPK - Delayed Quote • USD
MFS Meridian US Growth I1 USD (0P0001I8MT)
At close: July 25 at 4:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return | 35.24% |
| Worst 1Y Total Return | -- |
| Best 3Y Total Return | 35.24% |
| Worst 3Y Total Return | 3.43% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001I8MT
Category
- YTD
- 24.22%
- 0.00%
- 1-Month
- 5.32%
- 0.00%
- 3-Month
- 6.73%
- 0.00%
- 1-Year
- 36.15%
- 0.00%
- 3-Year
- 8.05%
- 0.00%
- 5-Year
- 0.00%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001I8MT
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 16.39% | 6.73% | -- | -- |
| 2023 | 10.26% | 11.91% | -2.63% | 12.57% |
| 2022 | -12.36% | -19.33% | -6.12% | 3.66% |
| 2021 | 0.28% | 12.37% | 1.19% | 7.84% |
| 2020 | -12.04% | 24.57% | 10.64% | 7.89% |
| 2019 | 8.41% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 4 |
| 1-Month | 46 |
| 3-Month | 27 |
| 1-Year | 10 |
| 3-Year | 29 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 36.15% |
| 3-Year | 8.05% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | MFS Investment Management Company (Lux) S.à.r.l |
| Net Assets | -- |
| YTD Return | 24.22% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 20, 2019 |
Fund Summary
Fund Summary Information Not Available
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