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MFS Core Equity I (MRGRX)

On Dec 16: 15.60   0.04 (0.26%)

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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): 14.34% Worst 1 Yr Total Return (2008): -37.71% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic MRGRX Category Alpha (against Standard Index) 2.37 0.06 Beta (against Standard Index) 1.04 1.00 Mean Annual Return -4.04 -0.33 R-squared (against Standard Index) 96 95.82 Standard Deviation 21.09 20.42 Sharpe Ratio -0.20 N/A Treynor Ratio -6.05 N/A 5 Years Statistic MRGRX Category Alpha (against Standard Index) 1.38 0.04 Beta (against Standard Index) 1.04 1.01 Mean Annual Return 1.88 0.17 R-squared (against Standard Index) 96 95.19 Standard Deviation 17.06 16.64 Sharpe Ratio 0.02 N/A Treynor Ratio -1.06 N/A 10 Years Statistic MRGRX Category Alpha (against Standard Index) 1.84 0.81 Beta (against Standard Index) 0.97 0.96 Mean Annual Return 1.36 0.14 R-squared (against Standard Index) 95 91.13 Standard Deviation 16.11 16.39 Sharpe Ratio -0.01 N/A Treynor Ratio -1.62 N/A
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