MFWCX
MFS Global Total Return-C
$17.04
-0.05 (-0.29%)
Currency in USD / Last Updated: 4/25/2024
Category | World |
---|---|
Market Cap | 1300.501M |
52 Week High | 17.54 |
52 Week Low | 15.082 |
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Key Data
Symbol | MFWCX |
---|---|
Type | Mutual Fund |
Category | World |
Price | 17.04 |
Price Yesterday | 17.09 |
Market Cap | 1,300.50 |
YTD Return | 0.06% |
Expense Details
Deferred | 0.01 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0184 |
Overview
52 Week High | 17.54 |
---|---|
52 Week Low | 15.08 |
Market Cap | 1,300.50M |
Shares Outstanding | 76.32M |
Income Dividend Yield | 1.20% |
Long Term Dividend Yield | 1.90% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.10% |
Returns Annualized
One Day | -52.24% |
---|---|
Five Days | 60.95% |
One Months | -20.74% |
Three Months | 5.59% |
Six Months | 26.45% |
Nine Months | 4.19% |
One Year | 5.77% |
Three Years | -0.24% |
Five Years | 4.20% |
Ten Years | 3.75% |
YTD | 0.20% |
Since Inception | 5.84% |
Returns Total
One Day | -0.29% |
---|---|
Five Days | 0.95% |
One Month | -2.01% |
Three Months | 1.37% |
Six Months | 12.33% |
Nine Months | 3.14% |
One Year | 5.77% |
Three Years | -0.72% |
Five Years | 22.78% |
Ten Years | 44.41% |
YTD | 0.06% |
Since Inception | 373.99% |
Yearly Returns
2024 | 0.06% |
---|---|
2023 | 9.45% |
2022 | -11.54% |
2021 | 7.51% |
2020 | 8.47% |
2019 | 17.35% |
2018 | -7.88% |
2017 | 14.30% |
2016 | 4.49% |
2015 | -2.31% |
Risk against SP-DA
Alpha | -10.87% |
---|---|
Beta | 0.55 |
Correlation | 83.86% |
Downside Deviation | 2.24% |
Coefficient of determination | 70.33% |
Standard Deviation | 2.22% |
Sharpe Ratio | -2.63 |
Sortino | -9 |
Treynor | 0.72 |
Ulcer Index | 3.15 |
Ulcer Performance Index | -6.41 |