Nasdaq - Delayed Quote USD
MFS Low Volatility Equity R6 (MLVTX)
18.08
+0.11
+(0.61%)
At close: 8:01:39 PM EDT
Fund Summary
The fund normally invests at least 80% of its net assets in equity securities. Equity securities include common stocks, depositary receipts, equity interests in real estate investment trusts (REITs), and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. It may invest the fund's assets in securities of companies of any size. The fund's investment adviser uses an active bottom-up approach to buying and selling investments for the fund.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.30% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -2.56% |
| 5y Average Return | 11.68% |
| Rank in Category (ytd) | 5 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.71 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MLVTX | Category Average | MLVTX | Category Average | MLVTX | Category Average | |
| Alpha | -1 | -0.01 | -0.1 | -0.01 | 0.4 | -0.01 |
| BETA | 0.71 | 0.01 | 0.78 | 0.01 | 0.78 | 0.01 |
| Mean Annual Return | 0.63 | 0.01 | 1.25 | 0.01 | 0.92 | 0.01 |
| R-squared | 85.5 | 0.94 | 87.82 | 0.95 | 87.24 | 0.95 |
| Standard Deviation | 13.24 | 0.17 | 14.04 | 0.19 | 12.84 | 0.15 |
| Sharpe Ratio | 0.23 | 0 | 0.87 | 0.01 | 0.7 | 0.01 |
| Treynor Ratio | 3.2 | 0.03 | 15.62 | 0.1 | 11.12 | 0.1 |
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