MRGHX - MFS Core Equity Fund Class R3

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Feb. 3, 2019)34.10%
Worst 1 Yr Total Return (Feb. 3, 2019)-37.86%

Risk Statistics

3 Years
MRGHXCategory Average
5 Years
MRGHXCategory Average
10 Years
MRGHXCategory Average
Alpha
0.69-0.02
0-0.02
-0.1-0.02
Beta
0.990.01
0.980.01
10.01
Mean Annual Return
1.020.01
0.930.01
1.170.01
R-squared
99.050.96
98.240.95
97.760.95
Standard Deviation
16.850.17
14.640.15
13.620.14
Sharpe Ratio
0.620
0.680
0.980.01
Treynor Ratio
9.80.06
9.550.07
13.230.11