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MFS Low Volatility Equity Fund (MLVHX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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20.16

-0.06

(-0.30%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★

Number of years up8

Number of years down2

Best 1-yr total return (27 Jun 2024)27.17%

Worst 1-yr total return (27 Jun 2024)N/A

Risk statistics

3 years

MLVHXCategory average

5 years

MLVHXCategory average

10 years

MLVHXCategory average

Alpha

-0.62-0.01

-1.62-0.01

0.5-0.01

BETA

0.770.01

0.810.01

0.780.01

Mean annual return

0.70.01

1.010.01

0.930.01

R-squared

89.560.94

90.960.95

89.080.95

Standard deviation

14.470.17

15.510.19

12.660.15

Sharpe ratio

0.360

0.640.01

0.760.01

Treynor ratio

5.630.03

11.360.1

11.860.1