Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Wednesday, December 9, 2009, 7:11AM ET - U.S. Markets open in 2 hours and 19 minutes.
Dow
1.00%
Nasdaq
0.00%
Home
Investing
Market Overview
Market Stats
Stocks
Mutual Funds
ETFs
Bonds
Options
Industries
Currencies
New!
Education
News & Opinion
Markets
Investing Ideas
Expert Advice
Special Editions
Company Finances
Providers
Personal Finance
Banking & Budgeting
Career & Work
College & Education
Family & Home
Insurance
Loans
Real Estate
Retirement
Taxes
How-to Guides
My Portfolios
Sign In to Create/Edit My Portfolios
Free trial of Real-Time Quotes
Tech Ticker
Get Quotes
Finance Search
MFS Bond I (MBDIX)
On
Dec 8
:
12.76
0.03
(0.24%)
MORE ON MBDIX
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:
Above average
Number of Years Up:
4
Number of Years Down:
1
Best 1 Yr Total Return
(2004)
:
6.39%
Worst 1 Yr Total Return
(2008)
:
-9.61%
RISK (MODERN PORTFOLIO THEORY) STATISTICS
3 Years
Statistic
MBDIX
Category
Alpha (against Standard Index)
-0.73
-1.72
Beta (against Standard Index)
1.25
1.02
Mean Annual Return
6.38
0.39
R-squared (against Standard Index)
42
59.27
Standard Deviation
7.81
5.93
Sharpe Ratio
0.52
N/A
Treynor Ratio
3.16
N/A
5 Years
Statistic
MBDIX
Category
Alpha (against Standard Index)
-0.15
-1.05
Beta (against Standard Index)
1.19
0.98
Mean Annual Return
5.16
0.33
R-squared (against Standard Index)
46
61.87
Standard Deviation
6.33
4.88
Sharpe Ratio
0.35
N/A
Treynor Ratio
1.80
N/A
10 Years
Statistic
MBDIX
Category
Alpha (against Standard Index)
0.02
-0.65
Beta (against Standard Index)
1.14
0.96
Mean Annual Return
6.74
0.45
R-squared (against Standard Index)
59
71.12
Standard Deviation
5.54
4.47
Sharpe Ratio
0.67
N/A
Treynor Ratio
3.30
N/A
Add to Portfolio
Set Alert
Email to a Friend
Get
Risk
for Another Symbol:
Symbol Lookup
Help with Risk Statistics
Planning Center