BRWAX
MFS Blended Research Growth Equity-A
$21.17
0.35 (1.68%)
Currency in USD / Last Updated: 4/23/2024
Category | Large Cap Growth |
---|---|
Market Cap | 315.556M |
52 Week High | 22 |
52 Week Low | 15.057 |
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Key Data
Symbol | BRWAX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 21.17 |
Price Yesterday | 20.82 |
Market Cap | 315.56 |
YTD Return | 9.97% |
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 | 22.00 |
---|---|
52 Week Low | 15.06 |
Market Cap | 315.56M |
Shares Outstanding | 14.91M |
Income Dividend Yield | 0.50% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.50% |
Returns Annualized
One Day | 6,603.86% |
---|---|
Five Days | -28.29% |
One Months | -36.99% |
Three Months | 25.56% |
Six Months | 58.37% |
Nine Months | 27.19% |
One Year | 37.65% |
Three Years | 7.94% |
Five Years | 15.12% |
Ten Years | -999 |
YTD | 36.00% |
Since Inception | 14.10% |
Returns Total
One Day | 1.68% |
---|---|
Five Days | -0.66% |
One Month | -3.77% |
Three Months | 5.85% |
Six Months | 25.59% |
Nine Months | 19.86% |
One Year | 37.60% |
Three Years | 25.66% |
Five Years | 101.97% |
Ten Years | -999 |
YTD | 9.97% |
Since Inception | 210.27% |
Yearly Returns
2024 | 9.97% |
---|---|
2023 | 40.78% |
2022 | -29.97% |
2021 | 28.64% |
2020 | 30.47% |
2019 | 32.00% |
2018 | -5.10% |
2017 | 26.56% |
2016 | 6.38% |
2015 | 1.10% |
Risk against SP-DA
Alpha | 8.41% |
---|---|
Beta | 1.24 |
Correlation | 96.98% |
Downside Deviation | 2.83% |
Coefficient of determination | 94.06% |
Standard Deviation | 4.38% |
Sharpe Ratio | 0.86 |
Sortino | 4.6 |
Treynor | 26.02 |
Ulcer Index | 2.69 |
Ulcer Performance Index | 4.84 |