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MFS Equity Income Fund (EQNTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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21.71

+0.03

(+0.14%)

At close: 08:05AM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up8

Number of Years Down3

Best 1 Yr Total Return (Jul 2, 2024)30.90%

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

Risk Statistics

3 Years

EQNTXCategory Average

5 Years

EQNTXCategory Average

10 Years

EQNTXCategory Average

Alpha

-0.72-0.01

-1.87-0.03

-2.36-0.03

BETA

0.880.01

0.940.01

0.940.01

Mean Annual Return

0.790.01

1.090.01

0.850.01

R-squared

89.160.78

91.290.83

92.110.84

Standard Deviation

16.690.17

17.830.19

14.910.16

Sharpe Ratio

0.370

0.60

0.580.01

Treynor Ratio

5.720.04

10.410.07

8.410.08