MWEBX
MFS Global Equity-B
$42.10
-0.30 (-0.71%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large |
|---|---|
| Market Cap | 2459.036M |
| 52 Week High | 43.63 |
| 52 Week Low | 35.16 |
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Key Data
| Symbol | MWEBX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 42.1 |
| Price Yesterday | 42.4 |
| Market Cap | 2,459.04 |
| YTD Return | 2.16% |
Expense Details
| Deferred | 0.04 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0195 |
Overview
| 52 Week High | 43.63 |
|---|---|
| 52 Week Low | 35.16 |
| Market Cap | 2,459.04M |
| Shares Outstanding | 58.41M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 8.64% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 8.64% |
Returns Annualized
| One Day | -83.32% |
|---|---|
| Five Days | 21.18% |
| One Months | -24.31% |
| Three Months | -5.23% |
| Six Months | 7.77% |
| Nine Months | 18.92% |
| One Year | 7.38% |
| Three Years | -1.00% |
| Five Years | 5.83% |
| Ten Years | 6.09% |
| YTD | 4.23% |
| Since Inception | 8.08% |
Returns Total
| One Day | -0.71% |
|---|---|
| Five Days | 0.38% |
| One Month | -2.18% |
| Three Months | -1.31% |
| Six Months | 3.75% |
| Nine Months | 13.71% |
| One Year | 7.37% |
| Three Years | -2.96% |
| Five Years | 32.66% |
| Ten Years | 80.26% |
| YTD | 2.16% |
| Since Inception | 1513.03% |
Yearly Returns
| 2024 | 2.16% |
|---|---|
| 2023 | 13.36% |
| 2022 | -18.57% |
| 2021 | 16.19% |
| 2020 | 13.03% |
| 2019 | 29.22% |
| 2018 | -10.50% |
| 2017 | 22.68% |
| 2016 | 6.29% |
| 2015 | -2.42% |
Risk against SP-DA
| Alpha | -15.11% |
|---|---|
| Beta | 0.73 |
| Correlation | 75.26% |
| Downside Deviation | 3.60% |
| Coefficient of determination | 56.65% |
| Standard Deviation | 3.13% |
| Sharpe Ratio | -1.96 |
| Sortino | -5.93 |
| Treynor | 2.73 |
| Ulcer Index | 4.86 |
| Ulcer Performance Index | -4.39 |