Knowing how to calculate relative and cumulative distribution in Excel can be useful in a variety of circumstances. It can be used in market analysis to sort a sample of people into age groups. It can ...

Average Annual Total Return on NAV is the annual compound return for the five-year period. It reflects the change in the Fund's NAV and reinvestment of all distributions. Annualized Current ...

MFS Investment Management ® (MFS ®) released today the distribution income sources for five of its closed-end funds for January 2026: ...

1 Average annual total return at NAV represents the change in NAV of the Fund, with all distributions reinvested, for the 5-year period ended on September 30, 2025 2 The annualized current ...