Nasdaq - Delayed Quote • USD
MFS Utilities Fund (MMUIX)
At close: 8:00 PM EDT
Fund Summary
The fund normally invests at least 80% of its net assets in securities of issuers in the utilities industry. Issuers in the utilities industry include issuers engaged in the manufacture, production, generation, transmission, sale or distribution of electric, gas or other types of energy, water or other sanitary services; and issuers engaged in telecommunications, including telephone, cellular telephone, satellite, microwave, cable television, and other communications media (but not engaged in public broadcasting).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 33.20% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 21 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -0.29% |
| 5y Average Return | 5.77% |
| Rank in Category (ytd) | 89 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MMUIX | Category Average | MMUIX | Category Average | MMUIX | Category Average | |
| Alpha | -2.53 | 0.02 | -2.22 | 0 | -0.59 | 0.05 |
| BETA | 0.8 | 0 | 0.72 | 0 | 0.72 | 0 |
| Mean Annual Return | 0.38 | 0.01 | 0.58 | 0.01 | 0.55 | 0.01 |
| R-squared | 65.18 | 0.37 | 58.29 | 0.29 | 56.75 | 0.25 |
| Standard Deviation | 16.26 | 0.15 | 16.65 | 0.13 | 13.96 | 0.13 |
| Sharpe Ratio | 0.1 | 0.01 | 0.29 | 0 | 0.36 | 0.01 |
| Treynor Ratio | 0.39 | 0.16 | 4.98 | 0.13 | 5.95 | 0.22 |
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