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MFS Managed Wealth R4 (MNWUX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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12.50
+0.01
(+0.08%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★
Number of years up
7
Number of years down
2
Best 1-yr total return (4 July 2024)
8.81%
Worst 1-yr total return (4 July 2024)
N/A
Risk statistics
3 years
MNWUX
Category average
5 years
MNWUX
Category average
10 years
MNWUX
Category average
Alpha
-0.5
-0.02
-0.21
-0.01
0.54
-0.01
BETA
0.14
0
0.09
0
0.13
0
Mean annual return
0.28
-0
0.24
0
0.26
0
R-squared
51.36
0.21
27.84
0.14
38.46
0.07
Standard deviation
3.35
0.07
3
0.06
3.07
0.05
Sharpe ratio
-0.02
-0
0.21
-0
0.5
-0
Treynor ratio
-0.75
0.15
6.72
-0.92
11.79
-0.12
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