MFWTX
MFS Global Total Return-A
$17.03
-0.05 (-0.29%)
Currency in USD / Last Updated: 4/25/2024
Category | World |
---|---|
Market Cap | 1300.505M |
52 Week High | 17.52 |
52 Week Low | 15.022 |
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Key Data
Symbol | MFWTX |
---|---|
Type | Mutual Fund |
Category | World |
Price | 17.03 |
Price Yesterday | 17.08 |
Market Cap | 1,300.51 |
YTD Return | 0.29% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0109 |
Overview
52 Week High | 17.52 |
---|---|
52 Week Low | 15.02 |
Market Cap | 1,300.51M |
Shares Outstanding | 76.37M |
Income Dividend Yield | 2.01% |
Long Term Dividend Yield | 1.90% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.90% |
Returns Annualized
One Day | -52.27% |
---|---|
Five Days | 61.00% |
One Months | -20.23% |
Three Months | 6.58% |
Six Months | 27.49% |
Nine Months | 4.95% |
One Year | 6.57% |
Three Years | 0.51% |
Five Years | 4.98% |
Ten Years | 4.54% |
YTD | 0.93% |
Since Inception | 7.62% |
Returns Total
One Day | -0.29% |
---|---|
Five Days | 0.95% |
One Month | -1.95% |
Three Months | 1.60% |
Six Months | 12.79% |
Nine Months | 3.71% |
One Year | 6.56% |
Three Years | 1.54% |
Five Years | 27.44% |
Ten Years | 55.72% |
YTD | 0.29% |
Since Inception | 1,075.29% |
Yearly Returns
2024 | 0.29% |
---|---|
2023 | 10.26% |
2022 | -10.83% |
2021 | 8.27% |
2020 | 9.30% |
2019 | 18.25% |
2018 | -7.18% |
2017 | 15.14% |
2016 | 5.29% |
2015 | -1.54% |
Risk against SP-DA
Alpha | -10.13% |
---|---|
Beta | 0.55 |
Correlation | 84.38% |
Downside Deviation | 2.20% |
Coefficient of determination | 71.21% |
Standard Deviation | 2.22% |
Sharpe Ratio | -2.53 |
Sortino | -8.81 |
Treynor | 2.17 |
Ulcer Index | 3.08 |
Ulcer Performance Index | -6.31 |