Nasdaq - Delayed Quote USD

MFS Global Growth R4 (MWOJX)

60.03 +0.66 (+1.11%)
As of 8:05 AM EDT. Market Open.

Fund Summary

The fund normally invests its assets primarily in U.S. and foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. MFS focuses on investing the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 40.14%
Worst 1Y Total Return --
Number of Years Up 13
Number of Years Down 5

Performance & Risk

YTD Return 1.71%
5y Average Return 10.25%
Rank in Category (ytd) 78
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
MWOJXCategory AverageMWOJXCategory AverageMWOJXCategory Average
Alpha -0.9 0.04 1.12 0.04 1.9 0.02
BETA 1.04 0.01 0.97 0.01 0.98 0.01
Mean Annual Return 0.62 0.02 1.07 0.02 0.93 0.01
R-squared 95.71 0.89 95.58 0.87 94.51 0.88
Standard Deviation 17.69 0.19 17.67 0.15 14.84 0.15
Sharpe Ratio 0.26 0.01 0.6 0.01 0.65 0.01
Treynor Ratio 2.97 0.18 10 0.18 9.26 0.11

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