MWEHX
MFS Global Equity-R3
$45.83
0.05 (0.11%)
Currency in USD / Last Updated: 4/17/2024
Category | World Large |
---|---|
Market Cap | 2504.93M |
52 Week High | 48.45 |
52 Week Low | 39.18 |
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Key Data
Symbol | MWEHX |
---|---|
Type | Mutual Fund |
Category | World Large |
Price | 45.83 |
Price Yesterday | 45.78 |
Market Cap | 2,504.93 |
YTD Return | -0.30% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0115 |
Overview
52 Week High | 48.45 |
---|---|
52 Week Low | 39.18 |
Market Cap | 2,504.93M |
Shares Outstanding | 54.66M |
Income Dividend Yield | 0.82% |
Long Term Dividend Yield | 7.94% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 8.76% |
Returns Annualized
One Day | 31.70% |
---|---|
Five Days | -71.66% |
One Months | -39.31% |
Three Months | 7.98% |
Six Months | 23.46% |
Nine Months | 2.35% |
One Year | 4.22% |
Three Years | 0.02% |
Five Years | 6.78% |
Ten Years | 7.02% |
YTD | -1.03% |
Since Inception | 7.88% |
Returns Total
One Day | 0.11% |
---|---|
Five Days | -2.47% |
One Month | -4.26% |
Three Months | 1.94% |
Six Months | 11.01% |
Nine Months | 1.77% |
One Year | 4.21% |
Three Years | 0.05% |
Five Years | 38.71% |
Ten Years | 96.66% |
YTD | -0.30% |
Since Inception | 322.75% |
Yearly Returns
2024 | -0.30% |
---|---|
2023 | 14.19% |
2022 | -17.95% |
2021 | 17.05% |
2020 | 13.87% |
2019 | 30.23% |
2018 | -9.85% |
2017 | 23.62% |
2016 | 7.08% |
2015 | -1.67% |
Risk against SP-DA
Alpha | -14.53% |
---|---|
Beta | 0.76 |
Correlation | 79.75% |
Downside Deviation | 3.62% |
Coefficient of determination | 63.60% |
Standard Deviation | 3.25% |
Sharpe Ratio | -1.66 |
Sortino | -5.16 |
Treynor | -1.53 |
Ulcer Index | 4.68 |
Ulcer Performance Index | -3.99 |