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Money
What pension research reveals about retirement planning
As the cost of living crisis eases, what steps are you taking to build your pension?
MFS Equity Income A (EQNAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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21.74
+0.04
(+0.18%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
8
Number of years down
3
Best 1-yr total return (19 May 2024)
30.89%
Worst 1-yr total return (19 May 2024)
N/A
Risk statistics
3 years
EQNAX
Category average
5 years
EQNAX
Category average
10 years
EQNAX
Category average
Alpha
0.41
-0.01
-1.36
-0.03
-2.15
-0.03
BETA
0.89
0.01
0.95
0.01
0.94
0.01
Mean annual return
0.75
0.01
1.01
0.01
0.84
0.01
R-squared
89.74
0.78
92.19
0.83
92.47
0.84
Standard deviation
16.57
0.17
18.22
0.19
14.87
0.16
Sharpe ratio
0.36
0
0.55
0
0.57
0.01
Treynor ratio
5.45
0.04
9.3
0.07
8.32
0.08
Data disclaimer
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