MWEMX
MFS Global Equity-R6
$47.91
0.05 (0.10%)
Currency in USD / Last Updated: 4/19/2024
| Category | World Large |
|---|---|
| Market Cap | 2503.345M |
| 52 Week High | 50.67 |
| 52 Week Low | 40.923 |
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Key Data
| Symbol | MWEMX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 47.91 |
| Price Yesterday | 47.86 |
| Market Cap | 2,503.35 |
| YTD Return | -0.29% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0081 |
Overview
| 52 Week High | 50.67 |
|---|---|
| 52 Week Low | 40.92 |
| Market Cap | 2,503.35M |
| Shares Outstanding | 52.25M |
| Income Dividend Yield | 1.17% |
| Long Term Dividend Yield | 7.59% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 8.76% |
Returns Annualized
| One Day | 30.13% |
|---|---|
| Five Days | -40.15% |
| One Months | -40.65% |
| Three Months | 2.72% |
| Six Months | 29.07% |
| Nine Months | 2.00% |
| One Year | 3.85% |
| Three Years | 0.32% |
| Five Years | 7.12% |
| Ten Years | 7.37% |
| YTD | -0.96% |
| Since Inception | 10.27% |
Returns Total
| One Day | 0.10% |
|---|---|
| Five Days | -1.01% |
| One Month | -4.45% |
| Three Months | 0.67% |
| Six Months | 13.48% |
| Nine Months | 1.50% |
| One Year | 3.85% |
| Three Years | 0.96% |
| Five Years | 40.95% |
| Ten Years | 103.29% |
| YTD | -0.29% |
| Since Inception | 218.38% |
Yearly Returns
| 2024 | -0.29% |
|---|---|
| 2023 | 14.58% |
| 2022 | -17.66% |
| 2021 | 17.45% |
| 2020 | 14.25% |
| 2019 | 30.66% |
| 2018 | -9.51% |
| 2017 | 24.03% |
| 2016 | 7.43% |
| 2015 | -1.34% |
Risk against SP-DA
| Alpha | -14.95% |
|---|---|
| Beta | 0.83 |
| Correlation | 87.46% |
| Downside Deviation | 3.65% |
| Coefficient of determination | 76.49% |
| Standard Deviation | 3.25% |
| Sharpe Ratio | -1.56 |
| Sortino | -4.82 |
| Treynor | -1.83 |
| Ulcer Index | 4.67 |
| Ulcer Performance Index | -3.77 |