MEQRX
MFS Global Equity-R2
$45.77
-0.32 (-0.69%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large |
|---|---|
| Market Cap | 2459.268M |
| 52 Week High | 47.4 |
| 52 Week Low | 38.094 |
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Key Data
| Symbol | MEQRX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 45.77 |
| Price Yesterday | 46.09 |
| Market Cap | 2,459.27 |
| YTD Return | 2.42% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0145 |
Overview
| 52 Week High | 47.40 |
|---|---|
| 52 Week Low | 38.09 |
| Market Cap | 2,459.27M |
| Shares Outstanding | 53.73M |
| Income Dividend Yield | 0.56% |
| Long Term Dividend Yield | 7.95% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 8.50% |
Returns Annualized
| One Day | -82.75% |
|---|---|
| Five Days | 21.99% |
| One Months | -24.06% |
| Three Months | -4.74% |
| Six Months | 8.30% |
| Nine Months | 19.54% |
| One Year | 7.92% |
| Three Years | -0.50% |
| Five Years | 6.36% |
| Ten Years | 6.62% |
| YTD | 4.74% |
| Since Inception | 8.32% |
Returns Total
| One Day | -0.69% |
|---|---|
| Five Days | 0.39% |
| One Month | -2.16% |
| Three Months | -1.19% |
| Six Months | 4.00% |
| Nine Months | 14.15% |
| One Year | 7.91% |
| Three Years | -1.50% |
| Five Years | 36.01% |
| Ten Years | 89.48% |
| YTD | 2.42% |
| Since Inception | 419.88% |
Yearly Returns
| 2024 | 2.42% |
|---|---|
| 2023 | 13.94% |
| 2022 | -18.16% |
| 2021 | 16.75% |
| 2020 | 13.57% |
| 2019 | 29.89% |
| 2018 | -10.05% |
| 2017 | 23.29% |
| 2016 | 6.81% |
| 2015 | -1.93% |
Risk against SP-DA
| Alpha | -14.71% |
|---|---|
| Beta | 0.74 |
| Correlation | 75.80% |
| Downside Deviation | 3.56% |
| Coefficient of determination | 57.46% |
| Standard Deviation | 3.14% |
| Sharpe Ratio | -1.91 |
| Sortino | -5.83 |
| Treynor | 3.44 |
| Ulcer Index | 4.8 |
| Ulcer Performance Index | -4.33 |