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MFS Moderate Allocation I (MMAIX)

On Dec 22: 12.44   0.03 (0.24%)

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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 (2004): 11.00% Worst 1 Yr Total Return (2008): -25.77% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic MMAIX Category Alpha (against Standard Index) -0.27 -2.96 Beta (against Standard Index) 1.06 1.07 Mean Annual Return 0.59 -0.09 R-squared (against Standard Index) 98 93.10 Standard Deviation 14.18 14.78 Sharpe Ratio -0.05 N/A Treynor Ratio -1.60 N/A 5 Years Statistic MMAIX Category Alpha (against Standard Index) -0.86 -2.53 Beta (against Standard Index) 1.05 1.06 Mean Annual Return 3.96 0.24 R-squared (against Standard Index) 97 92.17 Standard Deviation 11.47 11.94 Sharpe Ratio 0.14 N/A Treynor Ratio 0.92 N/A 10 Years Statistic MMAIX Category Alpha (against Standard Index) N/A -2.27 Beta (against Standard Index) N/A 1.06 Mean Annual Return N/A 0.27 R-squared (against Standard Index) N/A 86.88 Standard Deviation N/A 11.38 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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