BRUDX
MFS Blended Research Value Equity-A
$16.64
0.23 (1.40%)
Currency in USD / Last Updated: 3/27/2024
Category | Large Cap Value |
---|---|
Market Cap | 300.047M |
52 Week High | 16.64 |
52 Week Low | 12.877 |
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Key Data
Symbol | BRUDX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 16.64 |
Price Yesterday | 16.41 |
Market Cap | 300.05 |
YTD Return | 10.27% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0074 |
Overview
52 Week High | 16.64 |
---|---|
52 Week Low | 12.88 |
Market Cap | 300.05M |
Shares Outstanding | 18.03M |
Income Dividend Yield | 1.10% |
Long Term Dividend Yield | 1.91% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.01% |
Returns Annualized
One Day | 3,247.96% |
---|---|
Five Days | 89.79% |
One Months | 80.73% |
Three Months | 47.66% |
Six Months | 51.05% |
Nine Months | 30.36% |
One Year | 29.26% |
Three Years | 10.54% |
Five Years | 11.39% |
Ten Years | -999 |
YTD | 50.84% |
Since Inception | 10.46% |
Returns Total
One Day | 1.40% |
---|---|
Five Days | 1.28% |
One Month | 5.05% |
Three Months | 10.05% |
Six Months | 22.68% |
Nine Months | 21.98% |
One Year | 29.22% |
Three Years | 34.99% |
Five Years | 71.30% |
Ten Years | -999 |
YTD | 10.27% |
Since Inception | 133.25% |
Yearly Returns
2024 | 10.27% |
---|---|
2023 | 14.27% |
2022 | -4.37% |
2021 | 25.90% |
2020 | 1.44% |
2019 | 22.99% |
2018 | -8.58% |
2017 | 16.37% |
2016 | 13.85% |
2015 | 1.74% |
Risk against SP-DA
Alpha | -1.42% |
---|---|
Beta | 0.88 |
Correlation | 93.72% |
Downside Deviation | 2.80% |
Coefficient of determination | 87.84% |
Standard Deviation | 3.16% |
Sharpe Ratio | -0.44 |
Sortino | -1.73 |
Treynor | 27.21 |
Ulcer Index | 2.98 |
Ulcer Performance Index | -1.62 |