Nasdaq - Delayed Quote USD

MFS Global Total Return B (MFWBX)

18.61 -0.18 (-0.96%)
At close: 8:00 PM 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 17.32%
Worst 1Y Total Return --
Number of Years Up 23
Number of Years Down 7

Performance & Risk

YTD Return 7.39%
5y Average Return 4.74%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MFWBXCategory AverageMFWBXCategory AverageMFWBXCategory Average
Alpha -0.79 -0.04 -1.67 -0.03 -1.64 -0.03
BETA 0.96 0.01 0.97 0.01 0.96 0.01
Mean Annual Return 0.29 0.01 0.48 0.01 0.41 0.01
R-squared 94.27 0.89 95.61 0.89 94.4 0.89
Standard Deviation 12.47 0.13 12.21 0.11 9.87 0.1
Sharpe Ratio -0.02 0.01 0.27 0.01 0.33 0.01
Treynor Ratio -1.11 0.06 2.76 0.06 2.94 0.05

Related Tickers