Mail

Canada markets open in 4 hours 23 minutes

S&P/TSX
22,244.02
+20.35(+0.09%)
S&P 500
5,537.02
+28.01(+0.51%)
DOW
39,308.00
-23.90(-0.06%)
CAD/USD
0.7350
+0.0003(+0.04%)
CRUDE OIL
83.96
+0.08(+0.10%)
Bitcoin CAD
73,615.99
-4,587.83(-5.87%)

MFS Equity Income Fund (EQNAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

Add to watchlist

21.66

+0.03

(+0.14%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up8

Number of Years Down3

Best 1 Yr Total Return (Jul 2, 2024)30.89%

Worst 1 Yr Total Return (Jul 2, 2024)N/A

Risk Statistics

3 Years

EQNAXCategory Average

5 Years

EQNAXCategory Average

10 Years

EQNAXCategory Average

Alpha

-0.72-0.01

-1.85-0.03

-2.37-0.03

BETA

0.880.01

0.940.01

0.940.01

Mean Annual Return

0.790.01

1.090.01

0.850.01

R-squared

89.220.78

91.350.83

92.20.84

Standard Deviation

16.670.17

17.80.19

14.90.16

Sharpe Ratio

0.370

0.610

0.580.01

Treynor Ratio

5.710.04

10.420.07

8.40.08