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Saturday, December 19, 2009, 12:15AM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
MFS Core Equity A (MRGAX)On Dec 18: 14.95  Up 0.10 (0.67%)  
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Risk  As of 30-Nov-09Get 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):13.97%
Worst 1 Yr Total Return (2008):-37.91%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticMRGAXCategory
Alpha (against Standard Index)2.020.06
Beta (against Standard Index)1.041.00
Mean Annual Return-4.38-0.33
R-squared (against Standard Index)9695.82
Standard Deviation21.0720.42
Sharpe Ratio-0.21N/A
Treynor Ratio-6.37N/A
5 Years
StatisticMRGAXCategory
Alpha (against Standard Index)1.020.04
Beta (against Standard Index)1.041.01
Mean Annual Return1.520.17
R-squared (against Standard Index)9695.19
Standard Deviation17.0516.64
Sharpe Ratio0.00N/A
Treynor Ratio-1.41N/A
10 Years
StatisticMRGAXCategory
Alpha (against Standard Index)1.490.81
Beta (against Standard Index)0.970.96
Mean Annual Return1.010.14
R-squared (against Standard Index)9591.13
Standard Deviation16.0916.39
Sharpe Ratio-0.04N/A
Treynor Ratio-1.99N/A

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