MFWJX
MFS Global Total Return-R4
$16.90
0.00 (0.00%)
Currency in USD / Last Updated: 4/18/2024
Category | World |
---|---|
Market Cap | 1288.297M |
52 Week High | 17.55 |
52 Week Low | 15.033 |
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Key Data
Symbol | MFWJX |
---|---|
Type | Mutual Fund |
Category | World |
Price | 16.9 |
Price Yesterday | 16.9 |
Market Cap | 1,288.30 |
YTD Return | -0.54% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0084 |
Overview
52 Week High | 17.55 |
---|---|
52 Week Low | 15.03 |
Market Cap | 1,288.30M |
Shares Outstanding | 76.23M |
Income Dividend Yield | 2.26% |
Long Term Dividend Yield | 1.91% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.18% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -58.84% |
One Months | -21.47% |
Three Months | 7.10% |
Six Months | 21.54% |
Nine Months | 4.14% |
One Year | 5.25% |
Three Years | 0.53% |
Five Years | 5.04% |
Ten Years | 4.71% |
YTD | -1.79% |
Since Inception | 5.91% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -1.74% |
One Month | -2.09% |
Three Months | 1.73% |
Six Months | 10.15% |
Nine Months | 3.10% |
One Year | 5.24% |
Three Years | 1.60% |
Five Years | 27.78% |
Ten Years | 58.31% |
YTD | -0.54% |
Since Inception | 197.59% |
Yearly Returns
2024 | -0.54% |
---|---|
2023 | 10.51% |
2022 | -10.63% |
2021 | 8.58% |
2020 | 9.56% |
2019 | 18.51% |
2018 | -6.98% |
2017 | 15.46% |
2016 | 5.60% |
2015 | -1.31% |
Risk against SP-DA
Alpha | -9.38% |
---|---|
Beta | 0.54 |
Correlation | 83.60% |
Downside Deviation | 2.20% |
Coefficient of determination | 69.89% |
Standard Deviation | 2.19% |
Sharpe Ratio | -2.27 |
Sortino | -7.87 |
Treynor | -0.24 |
Ulcer Index | 3.02 |
Ulcer Performance Index | -5.72 |