Ratings & Risk for MFS Massachusetts Investors Gr Stk 529B (EMIVX)

Morningstar Category: Large Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Below Average
    		449
    5-Year Average Below Average
    		390
    10-Year Below Average Average
    		278
    Overall Average Below Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 18.76 -0.14 -0.22
    5-Year 15.62 0.18 -0.05
    10-Year 17.93 -0.09 -0.22
    15-Year 17.89 0.68 0.25
    20-Year 18.50 0.75 0.27
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 94.02 0.82 8.91
    3-Year 94.72 0.93 3.09
    5-Year 92.39 0.94 0.47
    10-Year 83.15 1.01 -1.40

    S&P 500 TR

    Trailing data as of 10/31/2009