Nasdaq - Delayed Quote USD
MFS Global Equity B (MWEBX)
At close: 8:00 PM EST
Fund Summary
The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. It may invest its assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.22% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 27 |
| Number of Years Down | 10 |
Performance & Risk
| YTD Return | 8.93% |
| 5y Average Return | 6.62% |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MWEBX | Category Average | MWEBX | Category Average | MWEBX | Category Average | |
| Alpha | -5.23 | -0.01 | -4.45 | -0.01 | -2.08 | -0 |
| BETA | 1.07 | 0.01 | 1.04 | 0.01 | 1.02 | 0.01 |
| Mean Annual Return | 0.14 | 0.01 | 0.67 | 0.01 | 0.65 | 0.01 |
| R-squared | 93.25 | 0.95 | 94.12 | 0.93 | 93.76 | 0.91 |
| Standard Deviation | 18.13 | 0.18 | 18.71 | 0.15 | 15.5 | 0.15 |
| Sharpe Ratio | -0.13 | 0.01 | 0.3 | 0.01 | 0.39 | 0.01 |
| Treynor Ratio | -3.7 | 0.12 | 3.79 | 0.12 | 4.99 | 0.09 |
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