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The retirement income gap no-one is talking about
People are living longer than ever before and this can impact how you plan for retirement
MFS Intl Diversification R3 (MDIHX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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22.73
+0.13
(+0.58%)
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
12
Number of years down
6
Best 1-yr total return (2 May 2024)
34.24%
Worst 1-yr total return (2 May 2024)
N/A
Risk statistics
3 years
MDIHX
Category average
5 years
MDIHX
Category average
10 years
MDIHX
Category average
Alpha
-0.68
-0.01
0.37
-0.01
1.48
0.01
BETA
1
0.01
0.94
0.01
0.91
0.01
Mean annual return
0.08
0.01
0.55
0.01
0.51
0.01
R-squared
96.23
0.95
96.25
0.94
94.51
0.93
Standard deviation
16.63
0.18
16.76
0.15
14.07
0.15
Sharpe ratio
-0.13
0
0.26
0.01
0.33
0
Treynor ratio
-3.5
0.07
3.29
0.09
4.14
0.05
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