MNWRX - MFS Managed Wealth Fund Class R1

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)5.69%
Worst 1 Yr Total Return (Feb 3, 2019)-1.97%

Risk Statistics

3 Years
MNWRXCategory Average
5 Years
MNWRXCategory Average
10 Years
MNWRXCategory Average
Alpha
0.63-0.03
-0.61-0.03
N/A-0.02
Beta
0.140.01
0.20.01
N/A0.01
Mean Annual Return
0.320
0.190
N/A0.01
R-squared
39.260.6
56.590.57
N/A0.56
Standard Deviation
2.660.09
3.180.09
N/A0.1
Sharpe Ratio
0.880
0.430
N/A0.01
Treynor Ratio
17.410.08
6.740.03
N/A0.1