Nasdaq - Delayed Quote USD

MFS Global Real Estate A (MGLAX)

15.57 +0.05 (+0.32%)
At close: 8:00 PM EDT

Fund Summary

The fund normally invests at least 80% of the fund's net assets in U.S. and foreign real estate-related investments. It normally invests the fund's assets primarily in equity securities. The fund may invest the fund's assets in real estate-related investments of any size. MFS normally invests the fund's assets across different countries and regions, but MFS may invest a significant percentage of the fund's assets in issuers in a single country or region.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 29.49%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 3

Performance & Risk

YTD Return -8.06%
5y Average Return 1.66%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MGLAXCategory AverageMGLAXCategory AverageMGLAXCategory Average
Alpha -6.87 -0.04 -6.59 -0.06 -1.68 -0.02
BETA 1.12 0.01 0.96 0.01 0.87 0.01
Mean Annual Return 0.16 0.01 0.41 0.01 0.56 0.01
R-squared 82.22 0.74 77.63 0.68 67.17 0.66
Standard Deviation 20.48 0.19 19.25 0.16 15.68 0.15
Sharpe Ratio -0.05 0 0.15 0 0.34 0
Treynor Ratio -2.79 0.08 1.02 0.06 4.76 0.07

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