MWEHX
MFS Global Equity-R3
$47.15
-0.33 (-0.70%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large |
|---|---|
| Market Cap | 2459.349M |
| 52 Week High | 48.82 |
| 52 Week Low | 39.18 |
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Key Data
| Symbol | MWEHX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 47.15 |
| Price Yesterday | 47.48 |
| Market Cap | 2,459.35 |
| YTD Return | 2.57% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.012 |
Overview
| 52 Week High | 48.82 |
|---|---|
| 52 Week Low | 39.18 |
| Market Cap | 2,459.35M |
| Shares Outstanding | 52.16M |
| Income Dividend Yield | 0.80% |
| Long Term Dividend Yield | 7.71% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 8.51% |
Returns Annualized
| One Day | -82.78% |
|---|---|
| Five Days | 22.59% |
| One Months | -23.86% |
| Three Months | -4.45% |
| Six Months | 8.58% |
| Nine Months | 19.84% |
| One Year | 8.19% |
| Three Years | -0.26% |
| Five Years | 6.63% |
| Ten Years | 6.88% |
| YTD | 5.04% |
| Since Inception | 7.95% |
Returns Total
| One Day | -0.70% |
|---|---|
| Five Days | 0.40% |
| One Month | -2.14% |
| Three Months | -1.11% |
| Six Months | 4.13% |
| Nine Months | 14.36% |
| One Year | 8.18% |
| Three Years | -0.76% |
| Five Years | 37.72% |
| Ten Years | 94.26% |
| YTD | 2.57% |
| Since Inception | 334.96% |
Yearly Returns
| 2024 | 2.57% |
|---|---|
| 2023 | 14.19% |
| 2022 | -17.95% |
| 2021 | 17.05% |
| 2020 | 13.87% |
| 2019 | 30.23% |
| 2018 | -9.85% |
| 2017 | 23.62% |
| 2016 | 7.08% |
| 2015 | -1.67% |
Risk against SP-DA
| Alpha | -14.49% |
|---|---|
| Beta | 0.74 |
| Correlation | 76.05% |
| Downside Deviation | 3.55% |
| Coefficient of determination | 57.83% |
| Standard Deviation | 3.14% |
| Sharpe Ratio | -1.89 |
| Sortino | -5.79 |
| Treynor | 3.79 |
| Ulcer Index | 4.77 |
| Ulcer Performance Index | -4.31 |