MWEMX
MFS Global Equity-R6
$49.37
-0.34 (-0.68%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large |
|---|---|
| Market Cap | 2459.964M |
| 52 Week High | 51.08 |
| 52 Week Low | 40.923 |
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Key Data
| Symbol | MWEMX |
|---|---|
| Type | Mutual Fund |
| Category | World Large |
| Price | 49.37 |
| Price Yesterday | 49.71 |
| Market Cap | 2,459.96 |
| YTD Return | 2.75% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0086 |
Overview
| 52 Week High | 51.08 |
|---|---|
| 52 Week Low | 40.92 |
| Market Cap | 2,459.96M |
| Shares Outstanding | 49.83M |
| Income Dividend Yield | 1.14% |
| Long Term Dividend Yield | 7.37% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 8.50% |
Returns Annualized
| One Day | -82.29% |
|---|---|
| Five Days | 22.73% |
| One Months | -23.50% |
| Three Months | -4.10% |
| Six Months | 8.96% |
| Nine Months | 20.24% |
| One Year | 8.58% |
| Three Years | 0.09% |
| Five Years | 7.00% |
| Ten Years | 7.25% |
| YTD | 5.40% |
| Since Inception | 10.35% |
Returns Total
| One Day | -0.68% |
|---|---|
| Five Days | 0.41% |
| One Month | -2.10% |
| Three Months | -1.02% |
| Six Months | 4.31% |
| Nine Months | 14.64% |
| One Year | 8.57% |
| Three Years | 0.27% |
| Five Years | 40.10% |
| Ten Years | 101.06% |
| YTD | 2.75% |
| Since Inception | 228.08% |
Yearly Returns
| 2024 | 2.75% |
|---|---|
| 2023 | 14.58% |
| 2022 | -17.66% |
| 2021 | 17.45% |
| 2020 | 14.25% |
| 2019 | 30.66% |
| 2018 | -9.51% |
| 2017 | 24.03% |
| 2016 | 7.43% |
| 2015 | -1.34% |
Risk against SP-DA
| Alpha | -14.21% |
|---|---|
| Beta | 0.75 |
| Correlation | 76.51% |
| Downside Deviation | 3.54% |
| Coefficient of determination | 58.55% |
| Standard Deviation | 3.14% |
| Sharpe Ratio | -1.85 |
| Sortino | -5.69 |
| Treynor | 4.29 |
| Ulcer Index | 4.73 |
| Ulcer Performance Index | -4.26 |