Nasdaq - Delayed Quote USD
MFS Global Total Return R6 (MFWLX)
16.63
-0.07
(-0.42%)
At close: 8:06:37 AM EDT
Fund Summary
MFS invests the fund's assets in equity securities and debt instruments. 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. Debt instruments include corporate bonds, foreign government securities, U.S. government securities, securitized instruments, and other obligations to repay money borrowed. MFS generally invests approximately 60% of the fund's assets in equity securities and approximately 40% of the fund's assets in debt instruments.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.66% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 4.42% |
| 5y Average Return | 7.06% |
| Rank in Category (ytd) | 29 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MFWLX | Category Average | MFWLX | Category Average | MFWLX | Category Average | |
| Alpha | 0.01 | -0.04 | -0.27 | -0.03 | -0.52 | -0.03 |
| BETA | 0.97 | 0.01 | 0.96 | 0.01 | 0.96 | 0.01 |
| Mean Annual Return | 0.38 | 0.01 | 0.72 | 0.01 | 0.48 | 0.01 |
| R-squared | 94.24 | 0.89 | 94.28 | 0.89 | 94.03 | 0.89 |
| Standard Deviation | 12.56 | 0.13 | 11.41 | 0.11 | 9.98 | 0.1 |
| Sharpe Ratio | 0 | 0.01 | 0.51 | 0.01 | 0.38 | 0.01 |
| Treynor Ratio | -0.76 | 0.06 | 5.7 | 0.06 | 3.54 | 0.05 |
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