New Zealand markets closed

MFS Core Equity R4 (MRGJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
52.29+0.21 (+0.40%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★
Number of years up13
Number of years down5
Best 1-yr total return (4 Jul 2024)34.48%
Worst 1-yr total return (4 Jul 2024)N/A

Risk statistics

3 years
MRGJXCategory average
5 years
MRGJXCategory average
10 years
MRGJXCategory average
Alpha
-1.79-0.01
-1.09-0.01
-0.22-0.01
BETA
0.950.01
0.970.01
0.970.01
Mean annual return
0.750.01
1.190.01
1.070.01
R-squared
98.420.94
98.90.95
98.210.95
Standard deviation
17.170.17
17.670.19
15.040.15
Sharpe ratio
0.330
0.680.01
0.740.01
Treynor ratio
4.60.03
11.480.1
10.990.1