Mail

New Zealand markets closed

NZX 50
11,682.39
-89.42(-0.76%)
NZD/USD
0.6120
-0.0001(-0.02%)
NZD/EUR
0.5717
+0.0003(+0.06%)
ALL ORDS
8,039.90
+27.80(+0.35%)
ASX 200
7,796.00
+26.60(+0.34%)
OIL
80.59
-0.70(-0.86%)

MFS Low Volatility Equity Fund (MLVPX)

Nasdaq - Nasdaq Delayed price. Currency in USD

Add to watchlist

20.45

+0.05

(+0.25%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★

Number of years up8

Number of years down2

Best 1-yr total return (20 Jun 2024)26.83%

Worst 1-yr total return (20 Jun 2024)N/A

Risk statistics

3 years

MLVPXCategory average

5 years

MLVPXCategory average

10 years

MLVPXCategory average

Alpha

-0.87-0.01

-1.86-0.01

0.25-0.01

BETA

0.770.01

0.810.01

0.780.01

Mean annual return

0.680.01

0.990.01

0.910.01

R-squared

89.530.94

90.980.95

89.150.95

Standard deviation

14.480.17

15.490.19

12.650.15

Sharpe ratio

0.340

0.620.01

0.740.01

Treynor ratio

5.290.03

11.050.1

11.510.1