Mail

Australia markets closed

ALL ORDS
7,959.70
-32.60(-0.41%)
AUD/USD
0.6650
-0.0010(-0.15%)
ASX 200
7,718.20
-32.50(-0.42%)
OIL
84.00
+0.62(+0.74%)
GOLD
2,339.50
+0.60(+0.03%)
Bitcoin AUD
94,122.11
-311.93(-0.33%)

MFS New Discovery Value R2 (NDVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD

Add to watchlist

17.12

-0.17

(-0.98%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★

Number of years up9

Number of years down3

Best 1-yr total return (27 June 2024)39.00%

Worst 1-yr total return (27 June 2024)N/A

Risk statistics

3 years

NDVSXCategory average

5 years

NDVSXCategory average

10 years

NDVSXCategory average

Alpha

-6.7-0.12

-5.36-0.08

-4.05-0.07

BETA

0.950.01

1.120.01

1.110.01

Mean annual return

0.30.01

1.070.01

0.860.01

R-squared

70.870.78

750.72

74.340.73

Standard deviation

19.960.28

23.580.23

19.60.2

Sharpe ratio

0.020

0.450.01

0.450.01

Treynor ratio

-1.660.06

7.30.09

6.50.08