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MFS Conservative Allocation B (MACBX)

On Jan 5: 11.69   0.04 (0.34%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 7.90% Worst 1 Yr Total Return (2008): -17.10% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic MACBX Category Alpha (against Standard Index) 0.61 -0.95 Beta (against Standard Index) 0.73 0.74 Mean Annual Return 2.14 0.09 R-squared (against Standard Index) 98 87.00 Standard Deviation 9.76 10.61 Sharpe Ratio 0.04 N/A Treynor Ratio -0.18 N/A 5 Years Statistic MACBX Category Alpha (against Standard Index) -0.58 -1.38 Beta (against Standard Index) 0.71 0.71 Mean Annual Return 3.81 0.27 R-squared (against Standard Index) 97 85.46 Standard Deviation 7.82 8.33 Sharpe Ratio 0.14 N/A Treynor Ratio 1.14 N/A 10 Years Statistic MACBX Category Alpha (against Standard Index) N/A -0.99 Beta (against Standard Index) N/A 0.72 Mean Annual Return N/A 0.31 R-squared (against Standard Index) N/A 80.09 Standard Deviation N/A 8.09 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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