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Summary
Historical Data
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Holdings
Performance
Risk
Purchase info
Sustainability
ECTRX - MFS Total Return Fund Class 529C
Nasdaq - Nasdaq Delayed Price. Currency in USD
Risk Overview
Morningstar Risk Rating
★★
Number of Years Up
16
Number of Years Down
3
Best 1 Yr Total Return (Feb 3, 2019)
19.22%
Worst 1 Yr Total Return (Feb 3, 2019)
-23.27%
Risk Statistics
3 Years
ECTRX
Category Average
5 Years
ECTRX
Category Average
10 Years
ECTRX
Category Average
Alpha
0.06
-0.01
-0.92
-0.01
0.27
-0
BETA
1
0.01
1.01
0.01
0.98
0.01
Mean Annual Return
0.8
0.01
0.62
0.01
0.64
0.01
R-squared
96.05
0.93
95.4
0.92
94.33
0.92
Standard Deviation
11.22
0.13
9.86
0.1
8.21
0.09
Sharpe Ratio
2.54
0.01
2.74
0.01
3.27
0.01
Treynor Ratio
8.63
0.09
6
0.09
7.07
0.07
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