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MFS Growth Allocation I (MGWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.03+0.11 (+0.44%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up16
Number of years down5
Best 1-yr total return (2 Jul 2024)32.70%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
MGWIXCategory average
5 years
MGWIXCategory average
10 years
MGWIXCategory average
Alpha
2.19-0.02
1.63-0.02
1.22-0.01
BETA
1.150.01
1.190.01
1.210.01
Mean annual return
0.320.01
0.740.01
0.670.01
R-squared
97.460.94
97.520.93
97.160.93
Standard deviation
14.550.16
14.760.13
12.280.12
Sharpe ratio
0.030.01
0.440.01
0.520.01
Treynor ratio
-0.540.08
4.810.08
4.890.06