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MFS Equity Income R1 (EQNRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.55+0.05 (+0.23%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up8
Number of years down3
Best 1-yr total return (9 May 2024)29.94%
Worst 1-yr total return (9 May 2024)N/A

Risk statistics

3 years
EQNRXCategory average
5 years
EQNRXCategory average
10 years
EQNRXCategory average
Alpha
-0.35-0.06
-2.12-0.05
-2.9-0.03
BETA
0.890.01
0.950.01
0.940.01
Mean annual return
0.690.01
0.950.01
0.770.01
R-squared
89.740.88
92.180.87
92.450.88
Standard deviation
16.570.2
18.20.16
14.850.15
Sharpe ratio
0.310.01
0.50.01
0.520.01
Treynor ratio
4.530.11
8.430.11
7.450.1