MWEIX
MFS Global Equity-I
$47.83
-0.09 (-0.19%)
Currency in USD / Last Updated: 4/18/2024
| Category | World Large |
|---|---|
| Market Cap | 2500.72M |
| 52 Week High | 50.65 |
| 52 Week Low | 40.913 |
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Key Data
| Symbol | MWEIX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 47.83 |
| Price Yesterday | 47.92 |
| Market Cap | 2,500.72 |
| YTD Return | -0.42% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.009 |
Overview
| 52 Week High | 50.65 |
|---|---|
| 52 Week Low | 40.91 |
| Market Cap | 2,500.72M |
| Shares Outstanding | 52.28M |
| Income Dividend Yield | 1.07% |
| Long Term Dividend Yield | 7.60% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 8.68% |
Returns Annualized
| One Day | -37.76% |
|---|---|
| Five Days | -75.69% |
| One Months | -40.29% |
| Three Months | 4.65% |
| Six Months | 27.34% |
| Nine Months | 1.50% |
| One Year | 3.96% |
| Three Years | 0.21% |
| Five Years | 7.01% |
| Ten Years | 7.26% |
| YTD | -1.39% |
| Since Inception | 7.83% |
Returns Total
| One Day | -0.19% |
|---|---|
| Five Days | -2.76% |
| One Month | -4.40% |
| Three Months | 1.14% |
| Six Months | 12.72% |
| Nine Months | 1.13% |
| One Year | 3.96% |
| Three Years | 0.64% |
| Five Years | 40.18% |
| Ten Years | 101.22% |
| YTD | -0.42% |
| Since Inception | 631.68% |
Yearly Returns
| 2024 | -0.42% |
|---|---|
| 2023 | 14.49% |
| 2022 | -17.75% |
| 2021 | 17.35% |
| 2020 | 14.16% |
| 2019 | 30.52% |
| 2018 | -9.60% |
| 2017 | 23.91% |
| 2016 | 7.35% |
| 2015 | -1.44% |
Risk against SP-DA
| Alpha | -15.38% |
|---|---|
| Beta | 0.81 |
| Correlation | 85.17% |
| Downside Deviation | 3.65% |
| Coefficient of determination | 72.54% |
| Standard Deviation | 3.25% |
| Sharpe Ratio | -1.65 |
| Sortino | -5.09 |
| Treynor | -1.74 |
| Ulcer Index | 4.68 |
| Ulcer Performance Index | -3.97 |