MWELX
MFS Global Equity-R4
$47.85
-0.34 (-0.71%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large |
|---|---|
| Market Cap | 2459.897M |
| 52 Week High | 49.52 |
| 52 Week Low | 39.685 |
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Key Data
| Symbol | MWELX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 47.85 |
| Price Yesterday | 48.19 |
| Market Cap | 2,459.90 |
| YTD Return | 2.70% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0095 |
Overview
| 52 Week High | 49.52 |
|---|---|
| 52 Week Low | 39.69 |
| Market Cap | 2,459.90M |
| Shares Outstanding | 51.41M |
| Income Dividend Yield | 1.05% |
| Long Term Dividend Yield | 7.60% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 8.65% |
Returns Annualized
| One Day | -83.24% |
|---|---|
| Five Days | 22.23% |
| One Months | -23.56% |
| Three Months | -4.22% |
| Six Months | 8.88% |
| Nine Months | 20.13% |
| One Year | 8.47% |
| Three Years | 0.00% |
| Five Years | 6.90% |
| Ten Years | 7.15% |
| YTD | 5.31% |
| Since Inception | 8.21% |
Returns Total
| One Day | -0.71% |
|---|---|
| Five Days | 0.40% |
| One Month | -2.11% |
| Three Months | -1.05% |
| Six Months | 4.27% |
| Nine Months | 14.56% |
| One Year | 8.46% |
| Three Years | -0.01% |
| Five Years | 39.46% |
| Ten Years | 99.22% |
| YTD | 2.70% |
| Since Inception | 355.63% |
Yearly Returns
| 2024 | 2.70% |
|---|---|
| 2023 | 14.49% |
| 2022 | -17.75% |
| 2021 | 17.34% |
| 2020 | 14.15% |
| 2019 | 30.55% |
| 2018 | -9.60% |
| 2017 | 23.91% |
| 2016 | 7.35% |
| 2015 | -1.44% |
Risk against SP-DA
| Alpha | -14.29% |
|---|---|
| Beta | 0.74 |
| Correlation | 76.37% |
| Downside Deviation | 3.55% |
| Coefficient of determination | 58.32% |
| Standard Deviation | 3.14% |
| Sharpe Ratio | -1.86 |
| Sortino | -5.71 |
| Treynor | 4.15 |
| Ulcer Index | 4.74 |
| Ulcer Performance Index | -4.27 |