MFWCX
MFS Global Total Return-C
$17.43
-0.04 (-0.23%)
Currency in USD / Last Updated: 7/9/2024
| Category | World |
|---|---|
| Market Cap | 1300.674M |
| 52 Week High | 17.656 |
| 52 Week Low | 15.061 |
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Key Data
| Symbol | MFWCX |
|---|---|
| Type | Mutual Fund |
| Category | World |
| Price | 17.43 |
| Price Yesterday | 17.47 |
| Market Cap | 1,300.67 |
| YTD Return | 2.49% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0186 |
Overview
| 52 Week High | 17.66 |
|---|---|
| 52 Week Low | 15.06 |
| Market Cap | 1,300.67M |
| Shares Outstanding | 74.62M |
| Income Dividend Yield | 1.08% |
| Long Term Dividend Yield | 1.85% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.93% |
Returns Annualized
| One Day | -43.91% |
|---|---|
| Five Days | 59.24% |
| One Months | 1.02% |
| Three Months | 0.33% |
| Six Months | 7.56% |
| Nine Months | 17.37% |
| One Year | 9.32% |
| Three Years | 0.20% |
| Five Years | 4.12% |
| Ten Years | 3.64% |
| YTD | 4.89% |
| Since Inception | 5.89% |
Returns Total
| One Day | -0.23% |
|---|---|
| Five Days | 0.93% |
| One Month | 0.08% |
| Three Months | 0.08% |
| Six Months | 3.65% |
| Nine Months | 12.60% |
| One Year | 9.31% |
| Three Years | 0.59% |
| Five Years | 22.29% |
| Ten Years | 42.82% |
| YTD | 2.49% |
| Since Inception | 385.52% |
Yearly Returns
| 2024 | 2.49% |
|---|---|
| 2023 | 9.45% |
| 2022 | -11.54% |
| 2021 | 7.51% |
| 2020 | 8.47% |
| 2019 | 17.35% |
| 2018 | -7.88% |
| 2017 | 14.31% |
| 2016 | 4.49% |
| 2015 | -2.31% |
Risk against SP-DA
| Alpha | -7.77% |
|---|---|
| Beta | 0.5 |
| Correlation | 73.30% |
| Downside Deviation | 2.18% |
| Coefficient of determination | 53.73% |
| Standard Deviation | 2.20% |
| Sharpe Ratio | -2.54 |
| Sortino | -8.9 |
| Treynor | 7.85 |
| Ulcer Index | 3.16 |
| Ulcer Performance Index | -6.14 |