MWEGX
MFS Global Equity-R1
$39.66
-0.07 (-0.18%)
Currency in USD / Last Updated: 4/18/2024
Category | World Large |
---|---|
Market Cap | 2500.642M |
52 Week High | 42.03 |
52 Week Low | 34.081 |
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Key Data
Symbol | MWEGX |
---|---|
Type | Mutual Fund |
Category | World Large |
Price | 39.66 |
Price Yesterday | 39.73 |
Market Cap | 2,500.64 |
YTD Return | -0.70% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.019 |
Overview
52 Week High | 42.03 |
---|---|
52 Week Low | 34.08 |
Market Cap | 2,500.64M |
Shares Outstanding | 63.05M |
Income Dividend Yield | 0.17% |
Long Term Dividend Yield | 9.17% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 9.34% |
Returns Annualized
One Day | -35.91% |
---|---|
Five Days | -75.76% |
One Months | -40.71% |
Three Months | 3.72% |
Six Months | 26.12% |
Nine Months | 0.52% |
One Year | 2.95% |
Three Years | -0.78% |
Five Years | 5.95% |
Ten Years | 6.19% |
YTD | -2.34% |
Since Inception | 7.06% |
Returns Total
One Day | -0.18% |
---|---|
Five Days | -2.77% |
One Month | -4.46% |
Three Months | 0.92% |
Six Months | 12.19% |
Nine Months | 0.39% |
One Year | 2.94% |
Three Years | -2.33% |
Five Years | 33.38% |
Ten Years | 82.09% |
YTD | -0.70% |
Since Inception | 265.40% |
Yearly Returns
2024 | -0.70% |
---|---|
2023 | 13.36% |
2022 | -18.56% |
2021 | 16.16% |
2020 | 13.03% |
2019 | 29.24% |
2018 | -10.53% |
2017 | 22.70% |
2016 | 6.27% |
2015 | -2.42% |
Risk against SP-DA
Alpha | -16.24% |
---|---|
Beta | 0.81 |
Correlation | 84.15% |
Downside Deviation | 3.66% |
Coefficient of determination | 70.81% |
Standard Deviation | 3.25% |
Sharpe Ratio | -1.74 |
Sortino | -5.35 |
Treynor | -3.02 |
Ulcer Index | 4.78 |
Ulcer Performance Index | -4.09 |