Nasdaq - Delayed Quote USD
MFS Research R4 (MFRJX)
52.26
+0.89
+(1.73%)
At close: 8:01:36 PM EDT
Fund Summary
The fund normally invests its assets primarily in equity securities. Equity securities include common stocks, depositary receipts, and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 33.43% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -7.66% |
| 5y Average Return | 13.25% |
| Rank in Category (ytd) | 72 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MFRJX | Category Average | MFRJX | Category Average | MFRJX | Category Average | |
| Alpha | -1.57 | -0.01 | -2.08 | -0.01 | -0.85 | -0.01 |
| BETA | 0.95 | 0.01 | 0.96 | 0.01 | 0.96 | 0.01 |
| Mean Annual Return | 0.69 | 0.01 | 1.32 | 0.01 | 0.98 | 0.01 |
| R-squared | 98.44 | 0.94 | 98.46 | 0.95 | 98.06 | 0.95 |
| Standard Deviation | 16.55 | 0.17 | 16.34 | 0.19 | 14.9 | 0.15 |
| Sharpe Ratio | 0.23 | 0 | 0.8 | 0.01 | 0.66 | 0.01 |
| Treynor Ratio | 2.73 | 0.03 | 13.31 | 0.1 | 9.56 | 0.1 |
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