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MFS Core Equity B (MRGBX)

On Dec 15: 13.90   0.07 (0.50%)

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Risk  As of 30-Nov-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): 13.22% Worst 1 Yr Total Return (2008): -38.39% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic MRGBX Category Alpha (against Standard Index) 1.33 0.06 Beta (against Standard Index) 1.04 1.00 Mean Annual Return -5.02 -0.33 R-squared (against Standard Index) 96 95.82 Standard Deviation 21.06 20.42 Sharpe Ratio -0.24 N/A Treynor Ratio -7.00 N/A 5 Years Statistic MRGBX Category Alpha (against Standard Index) 0.36 0.04 Beta (against Standard Index) 1.04 1.01 Mean Annual Return 0.86 0.17 R-squared (against Standard Index) 96 95.19 Standard Deviation 17.03 16.64 Sharpe Ratio -0.04 N/A Treynor Ratio -2.05 N/A 10 Years Statistic MRGBX Category Alpha (against Standard Index) 0.82 0.81 Beta (against Standard Index) 0.97 0.96 Mean Annual Return 0.34 0.14 R-squared (against Standard Index) 95 91.13 Standard Deviation 16.07 16.39 Sharpe Ratio -0.08 N/A Treynor Ratio -2.68 N/A
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