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MFS Managed Wealth I (MNWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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12.82

+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 (26 Sept 2024)8.70%

Worst 1-yr total return (26 Sept 2024)N/A

Risk statistics

3 years

MNWIXCategory average

5 years

MNWIXCategory average

10 years

MNWIXCategory average

Alpha

-0.48-0.02

-0.18-0.01

0.69-0.01

BETA

0.140

0.090

0.120

Mean annual return

0.31-0

0.260

0.280

R-squared

51.660.21

28.450.14

37.630.07

Standard deviation

3.450.07

3.070.06

3.110.05

Sharpe ratio

0-0

0.26-0

0.55-0

Treynor ratio

-0.540.15

8.28-0.92

13.25-0.12