MWEFX
MFS Global Equity-A
$47.56
-0.33 (-0.69%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large |
|---|---|
| Market Cap | 2459.889M |
| 52 Week High | 49.24 |
| 52 Week Low | 39.516 |
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Key Data
| Symbol | MWEFX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 47.56 |
| Price Yesterday | 47.89 |
| Market Cap | 2,459.89 |
| YTD Return | 2.57% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.012 |
Overview
| 52 Week High | 49.24 |
|---|---|
| 52 Week Low | 39.52 |
| Market Cap | 2,459.89M |
| Shares Outstanding | 51.72M |
| Income Dividend Yield | 0.83% |
| Long Term Dividend Yield | 7.65% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 8.47% |
Returns Annualized
| One Day | -82.52% |
|---|---|
| Five Days | 22.38% |
| One Months | -23.68% |
| Three Months | -4.41% |
| Six Months | 8.60% |
| Nine Months | 19.86% |
| One Year | 8.21% |
| Three Years | -0.25% |
| Five Years | 6.63% |
| Ten Years | 6.89% |
| YTD | 5.04% |
| Since Inception | 8.39% |
Returns Total
| One Day | -0.69% |
|---|---|
| Five Days | 0.40% |
| One Month | -2.12% |
| Three Months | -1.10% |
| Six Months | 4.14% |
| Nine Months | 14.37% |
| One Year | 8.20% |
| Three Years | -0.75% |
| Five Years | 37.74% |
| Ten Years | 94.33% |
| YTD | 2.57% |
| Since Inception | 1030.23% |
Yearly Returns
| 2024 | 2.57% |
|---|---|
| 2023 | 14.21% |
| 2022 | -17.95% |
| 2021 | 17.04% |
| 2020 | 13.87% |
| 2019 | 30.22% |
| 2018 | -9.82% |
| 2017 | 23.62% |
| 2016 | 7.07% |
| 2015 | -1.68% |
Risk against SP-DA
| Alpha | -14.49% |
|---|---|
| Beta | 0.74 |
| Correlation | 76.13% |
| Downside Deviation | 3.55% |
| Coefficient of determination | 57.96% |
| Standard Deviation | 3.14% |
| Sharpe Ratio | -1.89 |
| Sortino | -5.78 |
| Treynor | 3.81 |
| Ulcer Index | 4.77 |
| Ulcer Performance Index | -4.3 |