UK markets open in 5 hours 15 minutes

MFS Equity Income A (EQNAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
21.74+0.04 (+0.18%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up8
Number of years down3
Best 1-yr total return (19 May 2024)30.89%
Worst 1-yr total return (19 May 2024)N/A

Risk statistics

3 years
EQNAXCategory average
5 years
EQNAXCategory average
10 years
EQNAXCategory average
Alpha
0.41-0.01
-1.36-0.03
-2.15-0.03
BETA
0.890.01
0.950.01
0.940.01
Mean annual return
0.750.01
1.010.01
0.840.01
R-squared
89.740.78
92.190.83
92.470.84
Standard deviation
16.570.17
18.220.19
14.870.16
Sharpe ratio
0.360
0.550
0.570.01
Treynor ratio
5.450.04
9.30.07
8.320.08