MFWBX
MFS Global Total Return-B
$17.22
0.04 (0.23%)
Currency in USD / Last Updated: 4/17/2024
Category | World |
---|---|
Market Cap | 1288.411M |
52 Week High | 17.89 |
52 Week Low | 15.386 |
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Key Data
Symbol | MFWBX |
---|---|
Type | Mutual Fund |
Category | World |
Price | 17.22 |
Price Yesterday | 17.18 |
Market Cap | 1,288.41 |
YTD Return | -0.87% |
Expense Details
Deferred | 0.04 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0184 |
Overview
52 Week High | 17.89 |
---|---|
52 Week Low | 15.39 |
Market Cap | 1,288.41M |
Shares Outstanding | 74.82M |
Income Dividend Yield | 1.13% |
Long Term Dividend Yield | 1.88% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.01% |
Returns Annualized
One Day | 79.79% |
---|---|
Five Days | -63.76% |
One Months | -21.73% |
Three Months | 6.96% |
Six Months | 17.87% |
Nine Months | 3.89% |
One Year | 4.50% |
Three Years | -0.47% |
Five Years | 4.00% |
Ten Years | 3.67% |
YTD | -2.95% |
Since Inception | 6.14% |
Returns Total
One Day | 0.23% |
---|---|
Five Days | -1.99% |
One Month | -2.11% |
Three Months | 1.69% |
Six Months | 8.49% |
Nine Months | 2.92% |
One Year | 4.50% |
Three Years | -1.39% |
Five Years | 21.60% |
Ten Years | 43.29% |
YTD | -0.87% |
Since Inception | 499.58% |
Yearly Returns
2024 | -0.87% |
---|---|
2023 | 9.41% |
2022 | -11.49% |
2021 | 7.48% |
2020 | 8.47% |
2019 | 17.32% |
2018 | -7.84% |
2017 | 14.26% |
2016 | 4.54% |
2015 | -2.29% |
Risk against SP-DA
Alpha | -9.67% |
---|---|
Beta | 0.5 |
Correlation | 77.23% |
Downside Deviation | 2.26% |
Coefficient of determination | 59.65% |
Standard Deviation | 2.21% |
Sharpe Ratio | -2.4 |
Sortino | -8.16 |
Treynor | -1.75 |
Ulcer Index | 3.1 |
Ulcer Performance Index | -5.93 |