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MFS Equity Income R1 (EQNRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.49-0.02 (-0.09%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up8
Number of years down3
Best 1-yr total return (4 Jun 2024)29.94%
Worst 1-yr total return (4 Jun 2024)N/A

Risk statistics

3 years
EQNRXCategory average
5 years
EQNRXCategory average
10 years
EQNRXCategory average
Alpha
-0.86-0.01
-2.14-0.03
-2.88-0.03
BETA
0.890.01
0.940.01
0.940.01
Mean annual return
0.750.01
1.120.01
0.80.01
R-squared
90.010.78
91.930.83
92.480.84
Standard deviation
16.680.17
17.940.19
14.880.16
Sharpe ratio
0.350
0.630
0.540.01
Treynor ratio
5.260.04
10.890.07
7.70.08