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MFS Growth Allocation 529B (EBGWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.83-0.10 (-0.42%)
At close: 07:45PM EDT

Risk overview

Morningstar risk rating★★
Number of years up14
Number of years down4
Best 1-yr total return (3 Feb 2019)31.26%
Worst 1-yr total return (3 Feb 2019)-34.93%

Risk statistics

3 years
EBGWXCategory average
5 years
EBGWXCategory average
10 years
EBGWXCategory average
Alpha
-0.03-0.02
0.02-0.02
-0.53-0.01
BETA
1.260.01
1.290.01
1.280.01
Mean annual return
0.990.01
0.860.01
0.740.01
R-squared
97.960.94
97.660.93
97.30.93
Standard deviation
14.10.16
12.460.13
10.570.12
Sharpe ratio
2.410.01
2.710.01
2.840.01
Treynor ratio
8.450.08
6.920.08
6.290.06