BMSYX
MFS Blended Research MidCap Equity-R6
$14.62
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | MidCap |
---|---|
Market Cap | 666.233M |
52 Week High | 14.62 |
52 Week Low | 10.788 |
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Key Data
Symbol | BMSYX |
---|---|
Type | Mutual Fund |
Category | MidCap |
Price | 14.62 |
Price Yesterday | 14.62 |
Market Cap | 666.23 |
YTD Return | 11.60% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0052 |
Overview
52 Week High | 14.62 |
---|---|
52 Week Low | 10.79 |
Market Cap | 666.23M |
Shares Outstanding | 45.57M |
Income Dividend Yield | 1.06% |
Long Term Dividend Yield | 1.10% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.16% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 18.87% |
One Months | 99.67% |
Three Months | 57.45% |
Six Months | 60.70% |
Nine Months | 29.97% |
One Year | 28.30% |
Three Years | 10.44% |
Five Years | 12.85% |
Ten Years | -999 |
YTD | 57.45% |
Since Inception | 11.80% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.34% |
One Month | 5.64% |
Three Months | 11.60% |
Six Months | 26.26% |
Nine Months | 21.45% |
One Year | 27.89% |
Three Years | 34.50% |
Five Years | 82.75% |
Ten Years | -999 |
YTD | 11.60% |
Since Inception | 132.99% |
Yearly Returns
2024 | 11.60% |
---|---|
2023 | 19.81% |
2022 | -13.62% |
2021 | 26.85% |
2020 | 10.60% |
2019 | 30.26% |
2018 | -11.00% |
2017 | 19.06% |
2016 | 4.18% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -6.44% |
---|---|
Beta | 1.16 |
Correlation | 93.07% |
Downside Deviation | 3.69% |
Coefficient of determination | 86.63% |
Standard Deviation | 4.19% |
Sharpe Ratio | -0.12 |
Sortino | -0.48 |
Treynor | 23.63 |
Ulcer Index | 4.08 |
Ulcer Performance Index | -0.44 |