Nasdaq - Delayed Quote USD
MFS Equity Income Fund (EQNTX)
21.31
-0.02
(-0.09%)
At close: May 23 at 8:00:37 PM EDT
Fund Summary
The fund normally invests at least 80% of its net assets in equity securities. It invests the majority of its assets in dividend-paying common stocks, but may invest in other types of income-producing securities, including convertible securities, preferred stocks, and equity interests in REITs, and may also invest in non-income-producing equity securities. The fund may invest its assets in foreign securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 30.90% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 1.85% |
| 5y Average Return | 14.92% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| EQNTX | Category Average | EQNTX | Category Average | EQNTX | Category Average | |
| Alpha | -2.37 | -0.01 | -0.13 | -0.03 | -2.22 | -0.03 |
| BETA | 0.91 | 0.01 | 0.9 | 0.01 | 0.93 | 0.01 |
| Mean Annual Return | 0.81 | 0.01 | 1.2 | 0.01 | 0.82 | 0.01 |
| R-squared | 86.66 | 0.78 | 88.36 | 0.83 | 91.26 | 0.84 |
| Standard Deviation | 16 | 0.17 | 15.35 | 0.19 | 14.98 | 0.16 |
| Sharpe Ratio | 0.32 | 0 | 0.75 | 0 | 0.53 | 0.01 |
| Treynor Ratio | 4.53 | 0.04 | 12.51 | 0.07 | 7.64 | 0.08 |
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