---
title: "MFS Meridian Prudent Wealth Fund — Análisis"
description: "Fondo MFS Meridian Prudent Wealth Fund (ISIN LU0583242994). Gestora: MFS IM."
url: "https://fundtium.com/fondos/mfs-meridian-prudent-wealth-fund/analisis"
canonical_url: "https://fundtium.com/fondos/mfs-meridian-prudent-wealth-fund/analisis"
type: "fund"
lang: "es"
isin: "LU0583242994"
currency: "EUR"
asset_class: "multi-asset"
category: "Mixto Moderado Global"
ter: 0.015
manager: "MFS IM"
manager_url: "https://fundtium.com/gestoras/mfs-im.md"
rating_avg: 0
rating_count: 0
updated_at: "2026-07-21"
fundtium:tabs:
- "https://fundtium.com/fondos/mfs-meridian-prudent-wealth-fund.md"
- "https://fundtium.com/fondos/mfs-meridian-prudent-wealth-fund/analisis.md"
- "https://fundtium.com/fondos/mfs-meridian-prudent-wealth-fund/opiniones.md"
- "https://fundtium.com/fondos/mfs-meridian-prudent-wealth-fund/debate.md"
fundtium:share_classes: 1
---

# MFS Meridian Prudent Wealth Fund — Análisis

> [Fondos](https://fundtium.com/fondos) › [MFS IM](https://fundtium.com/gestoras/mfs-im.md) › MFS Meridian Prudent Wealth Fund

Tabs: [Resumen](https://fundtium.com/fondos/mfs-meridian-prudent-wealth-fund.md) · **Análisis** · [Reseñas](https://fundtium.com/fondos/mfs-meridian-prudent-wealth-fund/opiniones.md) · [Debate](https://fundtium.com/fondos/mfs-meridian-prudent-wealth-fund/debate.md)

## Contexto

| Campo | Valor |
| --- | --- |
| Clase analizada | MFS Meridian Funds - Prudent Wealth Fund A1 EUR |
| ISIN clase | LU0583242994 |
| Divisa | EUR |
| Puntos NAV | 3803 |
| Primer NAV | 2011-02-01 |
| Último NAV | 2026-07-21 |


## Rentabilidad y riesgo

| Métrica | Valor |
| --- | --- |
| Rentabilidad anualizada | +6.64% |
| Volatilidad anualizada | 8.58% |
| Sharpe | 0.81 |
| Sortino | 1.19 |
| Calmar | 0.54 |
| Máxima caída | -12.20% |
| Mejor mes | +7.89% |
| Peor mes | -4.38% |
| % meses positivos | 0.61% |
| Media mes positivo | +1.79% |
| Media mes negativo | -1.37% |


### Retornos por ventana

| Ventana | Valor |
| --- | --- |
| 1M | +2.04% |
| 3M | +0.75% |
| 6M | -0.33% |
| YTD | +0.56% |
| 1Y | -1.10% |
| 3Y | +14.64% |
| 5Y | +11.29% |


## Caídas

| Métrica | Valor |
| --- | --- |
| Máxima caída | -12.20% |
| Caída media | -2.33% |
| Caída mediana | -1.36% |
| Caída peor 5% | -9.73% |
| % tiempo en caída | 90.51% |
| Recuperación máx. caída | 454 días |
| Recuperación media | 35 días |
| Recuperación mediana | 8 días |


## NAV (últimos 24 meses)

_Muestra de 25 puntos. Serie completa en la [versión HTML](https://fundtium.com/fondos/mfs-meridian-prudent-wealth-fund/analisis)._

| Fecha | NAV | Monthly | YTD |
| --- | --- | --- | --- |
| 2024-07-22 | 25.3800 | — | — |
| 2024-08-20 | 24.9800 | — | — |
| 2024-09-18 | 25.3500 | — | — |
| 2024-10-16 | 26.1200 | — | — |
| 2024-11-14 | 25.9400 | — | — |
| 2024-12-13 | 26.6500 | — | — |
| 2025-01-16 | 26.9500 | — | — |
| 2025-02-14 | 27.7300 | — | — |
| 2025-03-17 | 26.9600 | — | — |
| 2025-04-14 | 25.9900 | — | — |
| 2025-05-16 | 27.8700 | — | — |
| 2025-06-18 | 27.3000 | — | — |
| 2025-07-22 | 27.1600 | — | — |
| 2025-08-20 | 27.3700 | — | — |
| 2025-09-18 | 27.1900 | — | — |
| 2025-10-16 | 27.3500 | — | — |
| 2025-11-13 | 27.1200 | — | — |
| 2025-12-11 | 26.6000 | — | — |
| 2026-01-13 | 27.4400 | — | — |
| 2026-02-10 | 25.8300 | — | — |
| 2026-03-10 | 26.8500 | — | — |
| 2026-04-09 | 26.0900 | — | — |
| 2026-05-08 | 25.9400 | — | — |
| 2026-06-09 | 26.4900 | — | — |
| 2026-07-08 | 26.7700 | — | — |