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MFS Equity Income R2 (EQNSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.84+0.04 (+0.18%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up8
Number of years down3
Best 1-yr total return (15 May 2024)30.58%
Worst 1-yr total return (15 May 2024)N/A

Risk statistics

3 years
EQNSXCategory average
5 years
EQNSXCategory average
10 years
EQNSXCategory average
Alpha
0.16-0.01
-1.61-0.03
-2.4-0.03
BETA
0.890.01
0.950.01
0.940.01
Mean annual return
0.730.01
0.990.01
0.820.01
R-squared
89.740.78
92.180.83
92.430.84
Standard deviation
16.590.17
18.220.19
14.860.16
Sharpe ratio
0.340
0.530
0.560.01
Treynor ratio
5.140.04
9.020.07
8.020.08