MWEGX
MFS Global Equity-R1
$40.80
-0.29 (-0.71%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large |
|---|---|
| Market Cap | 2458.943M |
| 52 Week High | 42.29 |
| 52 Week Low | 34.081 |
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Key Data
| Symbol | MWEGX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 40.8 |
| Price Yesterday | 41.09 |
| Market Cap | 2,458.94 |
| YTD Return | 2.15% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0195 |
Overview
| 52 Week High | 42.29 |
|---|---|
| 52 Week Low | 34.08 |
| Market Cap | 2,458.94M |
| Shares Outstanding | 60.27M |
| Income Dividend Yield | 0.17% |
| Long Term Dividend Yield | 8.91% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 9.08% |
Returns Annualized
| One Day | -83.25% |
|---|---|
| Five Days | 21.92% |
| One Months | -24.52% |
| Three Months | -5.21% |
| Six Months | 7.75% |
| Nine Months | 18.91% |
| One Year | 7.39% |
| Three Years | -1.01% |
| Five Years | 5.83% |
| Ten Years | 6.09% |
| YTD | 4.22% |
| Since Inception | 7.13% |
Returns Total
| One Day | -0.71% |
|---|---|
| Five Days | 0.39% |
| One Month | -2.21% |
| Three Months | -1.31% |
| Six Months | 3.74% |
| Nine Months | 13.70% |
| One Year | 7.38% |
| Three Years | -2.97% |
| Five Years | 32.64% |
| Ten Years | 80.25% |
| YTD | 2.15% |
| Since Inception | 275.93% |
Yearly Returns
| 2024 | 2.15% |
|---|---|
| 2023 | 13.36% |
| 2022 | -18.56% |
| 2021 | 16.16% |
| 2020 | 13.03% |
| 2019 | 29.24% |
| 2018 | -10.53% |
| 2017 | 22.70% |
| 2016 | 6.27% |
| 2015 | -2.42% |
Risk against SP-DA
| Alpha | -15.09% |
|---|---|
| Beta | 0.73 |
| Correlation | 75.17% |
| Downside Deviation | 3.60% |
| Coefficient of determination | 56.50% |
| Standard Deviation | 3.14% |
| Sharpe Ratio | -1.96 |
| Sortino | -5.93 |
| Treynor | 2.74 |
| Ulcer Index | 4.86 |
| Ulcer Performance Index | -4.39 |