MFWBX
MFS Global Total Return-B
$17.78
-0.04 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 1301.263M |
| 52 Week High | 18.017 |
| 52 Week Low | 15.366 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | MFWBX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 17.78 |
| Price Yesterday | 17.82 |
| Market Cap | 1,301.26 |
| YTD Return | 2.48% |
Expense Details
| Deferred | 0.04 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0186 |
Overview
| 52 Week High | 18.02 |
|---|---|
| 52 Week Low | 15.37 |
| Market Cap | 1,301.26M |
| Shares Outstanding | 73.19M |
| Income Dividend Yield | 1.01% |
| Long Term Dividend Yield | 1.82% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.83% |
Returns Annualized
| One Day | -43.27% |
|---|---|
| Five Days | 57.78% |
| One Months | 0.93% |
| Three Months | 0.30% |
| Six Months | 7.61% |
| Nine Months | 17.32% |
| One Year | 9.34% |
| Three Years | 0.19% |
| Five Years | 4.12% |
| Ten Years | 3.64% |
| YTD | 4.87% |
| Since Inception | 6.21% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 0.91% |
| One Month | 0.07% |
| Three Months | 0.07% |
| Six Months | 3.67% |
| Nine Months | 12.57% |
| One Year | 9.33% |
| Three Years | 0.57% |
| Five Years | 22.29% |
| Ten Years | 42.87% |
| YTD | 2.48% |
| Since Inception | 519.94% |
Yearly Returns
| 2024 | 2.48% |
|---|---|
| 2023 | 9.42% |
| 2022 | -11.49% |
| 2021 | 7.47% |
| 2020 | 8.48% |
| 2019 | 17.32% |
| 2018 | -7.84% |
| 2017 | 14.26% |
| 2016 | 4.54% |
| 2015 | -2.28% |
Risk against SP-DA
| Alpha | -7.76% |
|---|---|
| Beta | 0.5 |
| Correlation | 73.37% |
| Downside Deviation | 2.18% |
| Coefficient of determination | 53.83% |
| Standard Deviation | 2.20% |
| Sharpe Ratio | -2.54 |
| Sortino | -8.9 |
| Treynor | 7.88 |
| Ulcer Index | 3.15 |
| Ulcer Performance Index | -6.16 |