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MFS Managed Wealth R2 (MNWSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.31+0.01 (+0.08%)
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)8.24%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
MNWSXCategory average
5 years
MNWSXCategory average
10 years
MNWSXCategory average
Alpha
-1-0.02
-0.69-0.01
0.05-0.01
BETA
0.140
0.080
0.120
Mean annual return
0.24-0
0.20
0.220
R-squared
51.150.21
26.980.14
37.950.07
Standard deviation
3.320.07
2.980.06
3.070.05
Sharpe ratio
-0.18-0
0.04-0
0.33-0
Treynor ratio
-4.610.15
0.83-0.92
7.77-0.12