MWEFX
MFS Global Equity-A
$46.19
0.05 (0.11%)
Currency in USD / Last Updated: 4/19/2024
| Category | World Large |
|---|---|
| Market Cap | 2503.401M |
| 52 Week High | 48.87 |
| 52 Week Low | 39.516 |
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Key Data
| Symbol | MWEFX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 46.19 |
| Price Yesterday | 46.14 |
| Market Cap | 2,503.40 |
| YTD Return | -0.39% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0115 |
Overview
| 52 Week High | 48.87 |
|---|---|
| 52 Week Low | 39.52 |
| Market Cap | 2,503.40M |
| Shares Outstanding | 54.20M |
| Income Dividend Yield | 0.85% |
| Long Term Dividend Yield | 7.87% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 8.72% |
Returns Annualized
| One Day | 31.42% |
|---|---|
| Five Days | -40.00% |
| One Months | -40.79% |
| Three Months | 2.46% |
| Six Months | 28.67% |
| Nine Months | 1.66% |
| One Year | 3.50% |
| Three Years | -0.02% |
| Five Years | 6.76% |
| Ten Years | 7.00% |
| YTD | -1.28% |
| Since Inception | 8.35% |
Returns Total
| One Day | 0.11% |
|---|---|
| Five Days | -1.01% |
| One Month | -4.47% |
| Three Months | 0.61% |
| Six Months | 13.31% |
| Nine Months | 1.25% |
| One Year | 3.50% |
| Three Years | -0.07% |
| Five Years | 38.60% |
| Ten Years | 96.56% |
| YTD | -0.39% |
| Since Inception | 997.67% |
Yearly Returns
| 2024 | -0.39% |
|---|---|
| 2023 | 14.21% |
| 2022 | -17.95% |
| 2021 | 17.04% |
| 2020 | 13.87% |
| 2019 | 30.22% |
| 2018 | -9.82% |
| 2017 | 23.62% |
| 2016 | 7.07% |
| 2015 | -1.68% |
Risk against SP-DA
| Alpha | -15.25% |
|---|---|
| Beta | 0.83 |
| Correlation | 87.13% |
| Downside Deviation | 3.64% |
| Coefficient of determination | 75.91% |
| Standard Deviation | 3.25% |
| Sharpe Ratio | -1.59 |
| Sortino | -4.94 |
| Treynor | -2.26 |
| Ulcer Index | 4.71 |
| Ulcer Performance Index | -3.81 |