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MFS Total Return I (MTRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.63+0.22 (+1.14%)
As of 08:06AM EDT. Market open.

Risk overview

Morningstar risk rating★★
Number of years up20
Number of years down6
Best 1-yr total return (30 May 2024)20.49%
Worst 1-yr total return (30 May 2024)N/A

Risk statistics

3 years
MTRIXCategory average
5 years
MTRIXCategory average
10 years
MTRIXCategory average
Alpha
1.41-0.01
1.25-0.01
1.08-0
BETA
0.930.01
0.960.01
0.960.01
Mean annual return
0.240.01
0.590.01
0.560.01
R-squared
94.310.93
95.520.92
94.710.92
Standard deviation
11.880.13
12.190.1
9.770.09
Sharpe ratio
-0.020.01
0.40.01
0.540.01
Treynor ratio
-0.960.09
4.510.09
5.170.07