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MFS Managed Wealth I (MNWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.51+0.02 (+0.16%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating
Number of years up7
Number of years down2
Best 1-yr total return (2 Jul 2024)8.70%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
MNWIXCategory average
5 years
MNWIXCategory average
10 years
MNWIXCategory average
Alpha
-0.48-0.02
-0.2-0.01
0.54-0.01
BETA
0.140
0.090
0.120
Mean annual return
0.28-0
0.240
0.260
R-squared
51.150.21
26.790.14
37.690.07
Standard deviation
3.390.07
3.030.06
3.080.05
Sharpe ratio
-0.01-0
0.21-0
0.5-0
Treynor ratio
-0.610.15
6.79-0.92
11.82-0.12