BRWJX
MFS Blended Research Growth Equity-I
$21.03
0.22 (1.06%)
Currency in USD / Last Updated: 4/22/2024
Category | Large Cap Growth |
---|---|
Market Cap | 310.409M |
52 Week High | 22.22 |
52 Week Low | 15.176 |
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Key Data
Symbol | BRWJX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 21.03 |
Price Yesterday | 20.81 |
Market Cap | 310.41 |
YTD Return | 8.23% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0049 |
Overview
52 Week High | 22.22 |
---|---|
52 Week Low | 15.18 |
Market Cap | 310.41M |
Shares Outstanding | 14.76M |
Income Dividend Yield | 0.57% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.57% |
Returns Annualized
One Day | 1,319.34% |
---|---|
Five Days | -67.97% |
One Months | -50.05% |
Three Months | 18.90% |
Six Months | 54.09% |
Nine Months | 24.84% |
One Year | 35.85% |
Three Years | 8.04% |
Five Years | 15.28% |
Ten Years | -999 |
YTD | 29.59% |
Since Inception | 14.18% |
Returns Total
One Day | 1.06% |
---|---|
Five Days | -2.23% |
One Month | -5.36% |
Three Months | 4.42% |
Six Months | 23.90% |
Nine Months | 18.09% |
One Year | 35.64% |
Three Years | 26.00% |
Five Years | 103.31% |
Ten Years | -999 |
YTD | 8.23% |
Since Inception | 211.93% |
Yearly Returns
2024 | 8.23% |
---|---|
2023 | 41.06% |
2022 | -29.76% |
2021 | 29.02% |
2020 | 30.71% |
2019 | 32.39% |
2018 | -4.82% |
2017 | 26.92% |
2016 | 6.61% |
2015 | 1.16% |
Risk against SP-DA
Alpha | 8.40% |
---|---|
Beta | 1.24 |
Correlation | 96.82% |
Downside Deviation | 2.82% |
Coefficient of determination | 93.74% |
Standard Deviation | 4.37% |
Sharpe Ratio | 0.83 |
Sortino | 4.48 |
Treynor | 24.64 |
Ulcer Index | 2.68 |
Ulcer Performance Index | 4.7 |