MVGJX
MFS Low Volatility Global Equity-R1
$16.96
0.02 (0.12%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large |
|---|---|
| Market Cap | 260.344M |
| 52 Week High | 16.96 |
| 52 Week Low | 14.1 |
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Key Data
| Symbol | MVGJX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 16.96 |
| Price Yesterday | 16.94 |
| Market Cap | 260.34 |
| YTD Return | 8.14% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0174 |
Overview
| 52 Week High | 16.96 |
|---|---|
| 52 Week Low | 14.10 |
| Market Cap | 260.34M |
| Shares Outstanding | 15.35M |
| Income Dividend Yield | 0.47% |
| Long Term Dividend Yield | 0.40% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.88% |
Returns Annualized
| One Day | 34.66% |
|---|---|
| Five Days | 81.93% |
| One Months | 19.24% |
| Three Months | 14.75% |
| Six Months | 16.22% |
| Nine Months | 23.36% |
| One Year | 15.37% |
| Three Years | 5.12% |
| Five Years | 7.11% |
| Ten Years | 6.85% |
| YTD | 16.40% |
| Since Inception | 7.37% |
Returns Total
| One Day | 0.12% |
|---|---|
| Five Days | 1.19% |
| One Month | 1.41% |
| Three Months | 3.44% |
| Six Months | 7.67% |
| Nine Months | 16.84% |
| One Year | 15.36% |
| Three Years | 16.08% |
| Five Years | 40.84% |
| Ten Years | 93.65% |
| YTD | 8.14% |
| Since Inception | 111.92% |
Yearly Returns
| 2024 | 8.14% |
|---|---|
| 2023 | 12.58% |
| 2022 | -9.08% |
| 2021 | 15.75% |
| 2020 | 4.37% |
| 2019 | 19.32% |
| 2018 | -3.35% |
| 2017 | 17.26% |
| 2016 | 4.89% |
| 2015 | 0.28% |
Risk against SP-DA
| Alpha | -4.53% |
|---|---|
| Beta | 0.62 |
| Correlation | 90.83% |
| Downside Deviation | 2.23% |
| Coefficient of determination | 82.50% |
| Standard Deviation | 2.20% |
| Sharpe Ratio | -1.75 |
| Sortino | -5.98 |
| Treynor | 16.06 |
| Ulcer Index | 2.4 |
| Ulcer Performance Index | -5.56 |