Finance Home - My Yahoo - Yahoo! - Help

Friday, December 4, 2009, 10:27PM ET - U.S. Markets Closed. Dow  0.22% Nasdaq  0.98%

MFS Conservative Allocation A (MACFX)

On Dec 4: 11.90   0.01 (0.08%)

MORE ON MACFX

Quotes Summary Historical Prices Charts Interactive Basic Chart Basic Tech. Analysis News & Info Headlines Message Board Fund Profile Performance Holdings Risk Purchase Info Analyst Research Reports

Risk  As of 31-Oct-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): 8.65% Worst 1 Yr Total Return (2008): -16.60% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic MACFX Category Alpha (against Standard Index) 1.32 -0.86 Beta (against Standard Index) 0.73 0.74 Mean Annual Return 2.51 0.06 R-squared (against Standard Index) 98 86.33 Standard Deviation 9.73 10.51 Sharpe Ratio 0.06 N/A Treynor Ratio 0.13 N/A 5 Years Statistic MACFX Category Alpha (against Standard Index) 0.01 -1.44 Beta (against Standard Index) 0.71 0.71 Mean Annual Return 4.32 0.26 R-squared (against Standard Index) 96 84.96 Standard Deviation 7.79 8.32 Sharpe Ratio 0.20 N/A Treynor Ratio 1.82 N/A 10 Years Statistic MACFX Category Alpha (against Standard Index) N/A -1.02 Beta (against Standard Index) N/A 0.71 Mean Annual Return N/A 0.29 R-squared (against Standard Index) N/A 78.75 Standard Deviation N/A 8.01 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center