Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Sunday, December 6, 2009, 4:40AM ET - U.S. Markets Closed. Dow Up 0.22% Nasdaq Up 0.98%
MFS Aggressive Growth Allocation C (MCAGX)On Dec 4: 11.97  Up 0.07 (0.59%)  
MORE ON MCAGX
Quotes
Charts
News & Info
Fund
HereRisk
Analyst


Risk  As of 31-Oct-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Average
Number of Years Up:4
Number of Years Down:1
Best 1 Yr Total Return (2004):14.37%
Worst 1 Yr Total Return (2008):-40.86%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticMCAGXCategory
Alpha (against Standard Index)2.542.45
Beta (against Standard Index)1.081.00
Mean Annual Return-5.66-0.24
R-squared (against Standard Index)9588.47
Standard Deviation21.6320.84
Sharpe Ratio-0.27N/A
Treynor Ratio-7.46N/A
5 Years
StatisticMCAGXCategory
Alpha (against Standard Index)1.210.94
Beta (against Standard Index)1.091.01
Mean Annual Return1.060.21
R-squared (against Standard Index)9486.37
Standard Deviation17.9217.46
Sharpe Ratio-0.02N/A
Treynor Ratio-1.79N/A
10 Years
StatisticMCAGXCategory
Alpha (against Standard Index)N/A0.18
Beta (against Standard Index)N/A1.04
Mean Annual ReturnN/A0.04
R-squared (against Standard Index)N/A78.62
Standard DeviationN/A19.22
Sharpe RatioN/AN/A
Treynor RatioN/AN/A

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Risk for Another Symbol: Symbol Lookup
Help with Risk StatisticsPlanning Center