MWOBX
MFS Global Growth-B
$50.76
-0.22 (-0.43%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 983.404M |
| 52 Week High | 51.03 |
| 52 Week Low | 40.474 |
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Key Data
| Symbol | MWOBX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 50.76 |
| Price Yesterday | 50.98 |
| Market Cap | 983.40 |
| YTD Return | 7.77% |
Expense Details
| Deferred | 0.04 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0197 |
Overview
| 52 Week High | 51.03 |
|---|---|
| 52 Week Low | 40.47 |
| Market Cap | 983.40M |
| Shares Outstanding | 19.37M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 2.18% |
| Short Term Dividend Yield | 0.18% |
| 52 Week Yield (All) | 2.37% |
Returns Annualized
| One Day | -66.41% |
|---|---|
| Five Days | 82.19% |
| One Months | 9.94% |
| Three Months | 10.04% |
| Six Months | 20.79% |
| Nine Months | 26.51% |
| One Year | 14.53% |
| Three Years | 2.86% |
| Five Years | 9.85% |
| Ten Years | 9.15% |
| YTD | 15.63% |
| Since Inception | 7.90% |
Returns Total
| One Day | -0.43% |
|---|---|
| Five Days | 1.20% |
| One Month | 0.75% |
| Three Months | 2.38% |
| Six Months | 9.73% |
| Nine Months | 19.05% |
| One Year | 14.52% |
| Three Years | 8.77% |
| Five Years | 59.77% |
| Ten Years | 139.43% |
| YTD | 7.77% |
| Since Inception | 918.05% |
Yearly Returns
| 2024 | 7.77% |
|---|---|
| 2023 | 19.69% |
| 2022 | -19.91% |
| 2021 | 17.46% |
| 2020 | 19.33% |
| 2019 | 34.36% |
| 2018 | -5.67% |
| 2017 | 30.39% |
| 2016 | 4.28% |
| 2015 | -2.78% |
Risk against SP-DA
| Alpha | -11.97% |
|---|---|
| Beta | 0.91 |
| Correlation | 90.50% |
| Downside Deviation | 3.33% |
| Coefficient of determination | 81.91% |
| Standard Deviation | 3.22% |
| Sharpe Ratio | -1.27 |
| Sortino | -4.26 |
| Treynor | 10.11 |
| Ulcer Index | 3.73 |
| Ulcer Performance Index | -3.8 |