MFS Meridian Prudent Wealth Fund
LU0583242994·Mixto Moderado Global·1
+2,12 %
+6,68 %
8,61 %
-12,20 %
+4,46 %
+2,16 %
+0,37 %
+14,05 %
+11,23 %
2026
YTD2.12%
Ene-1.1%
Feb0.9%
Mar-3.4%
Abr0.7%
May1.8%
Jun-0.3%
Jul4.2%
Ago2.9%
Sep-3.3%
Oct—
Nov—
Dic—
fundtium.com
| Año | Ene | Feb | Mar | Abr | May | Jun | Jul | Ago | Sep | Oct | Nov | Dic | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.1Ene 2026: -1.08% | 0.9Feb 2026: 0.94% | -3.4Mar 2026: -3.36% | 0.7Abr 2026: 0.66% | 1.8May 2026: 1.84% | -0.3Jun 2026: -0.34% | 4.2Jul 2026: 4.15% | 2.9Ago 2026: 2.90% | -3.3Sep 2026: -3.35% | Oct 2026: sin datos | Nov 2026: sin datos | Dic 2026: sin datos | 2.1YTD 2026: 2.12% |
| 2025 | 3.6Ene 2025: 3.65% | 1.0Feb 2025: 1.02% | -3.3Mar 2025: -3.27% | 0.3Abr 2025: 0.33% | 2.1May 2025: 2.15% | -2.1Jun 2025: -2.10% | 2.4Jul 2025: 2.41% | -1.9Ago 2025: -1.88% | 0.1Sep 2025: 0.15% | 2.6Oct 2025: 2.65% | -1.8Nov 2025: -1.83% | -1.9Dic 2025: -1.94% | 1.1YTD 2025: 1.05% |
| 2024 | 1.4Ene 2024: 1.39% | -1.1Feb 2024: -1.09% | 3.0Mar 2024: 3.01% | -1.6Abr 2024: -1.58% | 0.4May 2024: 0.40% | 0.8Jun 2024: 0.80% | 1.4Jul 2024: 1.39% | -1.0Ago 2024: -0.98% | 1.1Sep 2024: 1.10% | -0.3Oct 2024: -0.27% | 3.2Nov 2024: 3.21% | 0.8Dic 2024: 0.80% | 8.4YTD 2024: 8.36% |
| 2023 | 2.4Ene 2023: 2.38% | 0.6Feb 2023: 0.62% | -0.2Mar 2023: -0.17% | 0.6Abr 2023: 0.61% | 1.9May 2023: 1.87% | 0.2Jun 2023: 0.17% | 1.5Jul 2023: 1.53% | 0.4Ago 2023: 0.38% | -0.2Sep 2023: -0.17% | -2.7Oct 2023: -2.68% | 3.4Nov 2023: 3.44% | 2.0Dic 2023: 2.04% | 10.3YTD 2023: 10.35% |
| 2022 | -1.5Ene 2022: -1.48% | -0.8Feb 2022: -0.81% | -0.9Mar 2022: -0.90% | 1.9Abr 2022: 1.86% | -1.9May 2022: -1.90% | -3.2Jun 2022: -3.18% | 4.6Jul 2022: 4.60% | -2.8Ago 2022: -2.77% | -3.4Sep 2022: -3.44% | 0.7Oct 2022: 0.74% | -0.8Nov 2022: -0.82% | -3.4Dic 2022: -3.43% | -11.2YTD 2022: -11.22% |
| 2021 | -1.2Ene 2021: -1.19% | 0.2Feb 2021: 0.22% | 4.1Mar 2021: 4.15% | -0.3Abr 2021: -0.34% | 0.2May 2021: 0.21% | 2.6Jun 2021: 2.57% | 1.6Jul 2021: 1.59% | 1.5Ago 2021: 1.52% | -1.2Sep 2021: -1.22% | 1.6Oct 2021: 1.60% | -0.2Nov 2021: -0.16% | 1.3Dic 2021: 1.34% | 10.6YTD 2021: 10.65% |
| 2020 | 1.2Ene 2020: 1.21% | -2.0Feb 2020: -2.03% | 3.5Mar 2020: 3.48% | 2.0Abr 2020: 1.95% | 1.5May 2020: 1.52% | -0.3Jun 2020: -0.26% | -2.6Jul 2020: -2.64% | 0.9Ago 2020: 0.90% | 0.7Sep 2020: 0.67% | -1.6Oct 2020: -1.56% | 1.4Nov 2020: 1.40% | 0.9Dic 2020: 0.94% | 5.6YTD 2020: 5.55% |
| 2019 | 3.8Ene 2019: 3.84% | 1.8Feb 2019: 1.82% | 2.6Mar 2019: 2.61% | 1.3Abr 2019: 1.30% | 0.4May 2019: 0.44% | 0.5Jun 2019: 0.54% | 1.9Jul 2019: 1.95% | 0.5Ago 2019: 0.53% | 0.4Sep 2019: 0.38% | -0.4Oct 2019: -0.38% | 2.3Nov 2019: 2.28% | -0.4Dic 2019: -0.37% | 15.9YTD 2019: 15.89% |
| 2018 | -0.8Ene 2018: -0.79% | -0.5Feb 2018: -0.51% | 0.2Mar 2018: 0.17% | 2.8Abr 2018: 2.79% | 3.6May 2018: 3.60% | 1.0Jun 2018: 0.96% | -0.1Jul 2018: -0.05% | 2.1Ago 2018: 2.12% | -0.7Sep 2018: -0.73% | -1.5Oct 2018: -1.51% | 0.6Nov 2018: 0.58% | -2.5Dic 2018: -2.48% | 4.0YTD 2018: 4.05% |
| 2017 | -1.2Ene 2017: -1.21% | 4.2Feb 2017: 4.16% | -0.6Mar 2017: -0.56% | 0.1Abr 2017: 0.06% | 0.8May 2017: 0.79% | -1.8Jun 2017: -1.79% | -2.4Jul 2017: -2.40% | 0.2Ago 2017: 0.18% | 2.2Sep 2017: 2.16% | 2.3Oct 2017: 2.34% | -1.6Nov 2017: -1.56% | 0.9Dic 2017: 0.85% | 2.8YTD 2017: 2.83% |
| 2016 | -0.4Ene 2016: -0.36% | -1.0Feb 2016: -1.01% | -1.3Mar 2016: -1.32% | -1.5Abr 2016: -1.46% | 3.1May 2016: 3.09% | 1.3Jun 2016: 1.26% | 1.2Jul 2016: 1.24% | 0.1Ago 2016: 0.06% | -0.6Sep 2016: -0.58% | -0.6Oct 2016: -0.65% | 0.3Nov 2016: 0.30% | 1.9Dic 2016: 1.89% | 2.4YTD 2016: 2.37% |
| 2015 | 7.9Ene 2015: 7.89% | 3.9Feb 2015: 3.91% | 3.1Mar 2015: 3.09% | -3.5Abr 2015: -3.53% | 2.5May 2015: 2.48% | -2.4Jun 2015: -2.42% | 3.5Jul 2015: 3.54% | -4.4Ago 2015: -4.38% | 1.7Sep 2015: 1.69% | 2.9Oct 2015: 2.90% | 4.1Nov 2015: 4.07% | -2.8Dic 2015: -2.76% | 16.9YTD 2015: 16.89% |
| 2014 | 0.2Ene 2014: 0.24% | 0.7Feb 2014: 0.72% | -0.4Mar 2014: -0.39% | 0.0Abr 2014: 0.00% | 3.3May 2014: 3.33% | -0.3Jun 2014: -0.31% | 1.2Jul 2014: 1.15% | 2.0Ago 2014: 1.98% | 2.4Sep 2014: 2.39% | 1.0Oct 2014: 1.02% | 1.4Nov 2014: 1.44% | 2.8Dic 2014: 2.77% | 15.2YTD 2014: 15.23% |
| 2013 | 0.3Ene 2013: 0.26% | 4.6Feb 2013: 4.65% | 3.8Mar 2013: 3.77% | 0.0Abr 2013: 0.00% | -0.5May 2013: -0.48% | 0.4Jun 2013: 0.41% | 0.6Jul 2013: 0.57% | -1.0Ago 2013: -1.05% | 1.1Sep 2013: 1.06% | 0.9Oct 2013: 0.88% | 0.7Nov 2013: 0.72% | -0.8Dic 2013: -0.79% | 10.3YTD 2013: 10.29% |
| 2012 | -0.6Ene 2012: -0.56% | 0.5Feb 2012: 0.47% | 2.3Mar 2012: 2.25% | 0.7Abr 2012: 0.73% | 3.7May 2012: 3.74% | -0.1Jun 2012: -0.09% | 3.3Jul 2012: 3.34% | -0.2Ago 2012: -0.17% | -1.0Sep 2012: -1.02% | -0.3Oct 2012: -0.26% | -0.3Nov 2012: -0.26% | -1.6Dic 2012: -1.56% | 6.7YTD 2012: 6.66% |
| 2011 | Ene 2011: sin datos | Feb 2011: sin datos | -3.3Mar 2011: -3.29% | 0.4Abr 2011: 0.41% | 2.9May 2011: 2.88% | -0.8Jun 2011: -0.80% | 1.3Jul 2011: 1.31% | -1.4Ago 2011: -1.39% | 4.7Sep 2011: 4.74% | -1.0Oct 2011: -0.96% | 0.9Nov 2011: 0.87% | 2.7Dic 2011: 2.70% | 6.4YTD 2011: 6.39% |
Rendimiento Anualizado
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 17.49% | 4.90% | 0.91% | 4.89% | 2.57% | 5.27% | 7.00% | |
| 10.95% | 11.23% | 10.43% | 9.21% | 8.61% | 8.06% | 8.61% | |
| TAE | 18.89% | 4.33% | 0.37% | 4.44% | 2.15% | 4.92% | 6.68% |
Estadísticas de retornos
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| 0.53% | 1.81% | 6.66% | |
| 0.56% | 1.74% | 6.74% | |
| 2.01% | 3.28% | 7.18% | |
| 60.43% | 74.19% | 93.33% | |
| 38.50% | 25.81% | 6.67% | |
| 7.89% | 15.57% | 16.89% | |
| -4.38% | -3.53% | -11.22% |
Estadísticas de riesgo
| Métrica | Mensual | Trimestral | Anual |
|---|---|---|---|
| -3.45% | -3.52% | -9.50% | |
| -3.95% | -3.53% | -11.22% | |
| -3.45% | -3.52% | -9.50% | |
| 0.17 | 1.24 | -0.81 | |
| 0.25 | 4.41 | 1.59 |
Estadísticas de caídas
| Métrica | Caída | Recuperación |
|---|---|---|
| -12.20% | 454 días | |
| -9.73% | 247 días | |
| -2.33% | 35 días | |
| -1.39% | 9 días | |
| 5155 días (90.4%) | ||
Peores caídas
| Periodo | Caída | Recup. |
|---|---|---|
| #1 · nov 2021 → dic 2022 | -12.20% | 454 días |
| #2 · abr 2015 → ago 2015 | -9.81% | 87 días |
| #3 · nov 2025 → mar 2026 | -9.61% | 123 días |
| #4 · feb 2025 → abr 2025 | -8.71% | 210 días |
| #5 · dic 2015 → feb 2016 | -8.33% | 362 días |
| Banda | % tiempo | Días |
|---|---|---|
| 0 a -5% | 83.1% | 4739 días |
| -5% a -10% | 15.1% | 862 días |
| -10% a -20% | 1.7% | 99 días |
| -20% a -30% | 0.0% | 0 días |
| -30% a -40% | 0.0% | 0 días |
| -40% a -50% | 0.0% | 0 días |
| ≤ -50% | 0.0% | 0 días |
Ratios Anualizados
| Métrica | 3M | 6M | 1A | 3A | 5A | 10A | Total |
|---|---|---|---|---|---|---|---|
| 1.60 | 0.44 | 0.09 | 0.53 | 0.30 | 0.65 | 0.81 | |
| 2.37 | 0.67 | 0.12 | 0.72 | 0.42 | 0.94 | 1.19 | |
| 4.90 | 0.66 | 0.04 | 0.46 | 0.18 | 0.40 | 0.55 | |
| 1.31 | 1.07 | 1.01 | 1.10 | 1.05 | 1.12 | 1.15 |
Sentimiento de la comunidad
Vota para ver los resultados
Comisiones
1.50%
6.00%
0.00%
1.15%
0.00%
0.00%
Pulso de la comunidad
En favoritos1
En carteras0
Peso medio—
Inversores—
Rating de la comunidad
Aún no hay reseñas para este fondo.