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MGLRX: MFS Global Real Estate R6 (MUTUAL FUND)
Basic Info 20.9 0.09(0.43%) June 11
| Asset Class: | US Real Estate |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/09/2018 |
| Last Dividend Date: | 12/15/2020 |
| 12-Mo. Yield | 1.03% |
| Expenses | - |
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Performance Analytics (As of 06/11/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.2 | 17.9 | 40.2 | 13.6 | 10.4 | 10.4 | 2.2 | 18.4 | -6.5 | 13.0 | 7.5 | 0.7 | 15.2 | 5.0 | 11.5 |
| SR | NA | 3.95 | 2.91 | 0.62 | 0.56 | 0.67 | 0.06 | 1.58 | -0.68 | 1.82 | 0.54 | 0.06 | 1.77 | 0.38 | 2.72 |
| DD(%) | NA | 4.1 | 7.0 | 38.5 | 38.5 | 38.5 | 38.5 | 8.8 | 12.5 | 4.2 | 11.3 | 12.6 | 7.7 | 14.7 | 3.9 |
| SD(%) | NA | 11.5 | 13.8 | 20.7 | 17.2 | 15.0 | 33.0 | 10.8 | 11.5 | 6.8 | 13.4 | 12.3 | 8.6 | 13.0 | 9.2 |
| TR | NA | 0.65 | 0.59 | 0.18 | 0.14 | 0.14 | 0.03 | 0.25 | -0.19 | 0.34 | 0.1 | 0.01 | 0.3 | 0.06 | 0.41 |
| Alpha(%) | NA | 0.01 | 0.04 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | -0.02 | 0.02 | 0.0 | 0.0 | 0.03 | -0.08 | 0.06 |
| Beta(%) | NA | 0.7 | 0.68 | 0.71 | 0.7 | 0.7 | 0.73 | 0.68 | 0.41 | 0.36 | 0.72 | 0.62 | 0.51 | 0.87 | 0.61 |
| RS | NA | 0.84 | 0.84 | 0.9 | 0.88 | 0.86 | 0.92 | 0.6 | 0.37 | 0.14 | 0.53 | 0.6 | 0.49 | 0.58 | 0.65 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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* Day change on 06/11/2021.Latest Articles Related to MGLRX
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