MAAFX
MFS Aggressive Growth Allocation-R1
$27.51
-0.01 (-0.04%)
Currency in USD / Last Updated: 4/24/2024
| Category | Aggressive |
|---|---|
| Market Cap | 2836.088M |
| 52 Week High | 28.42 |
| 52 Week Low | 23.042 |
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Key Data
| Symbol | MAAFX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 27.51 |
| Price Yesterday | 27.52 |
| Market Cap | 2,836.09 |
| YTD Return | 3.89% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0177 |
Overview
| 52 Week High | 28.42 |
|---|---|
| 52 Week Low | 23.04 |
| Market Cap | 2,836.09M |
| Shares Outstanding | 103.09M |
| Income Dividend Yield | 0.34% |
| Long Term Dividend Yield | 2.29% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.63% |
Returns Annualized
| One Day | -8.76% |
|---|---|
| Five Days | 101.72% |
| One Months | -26.84% |
| Three Months | 17.75% |
| Six Months | 37.20% |
| Nine Months | 9.57% |
| One Year | 12.96% |
| Three Years | 2.08% |
| Five Years | 7.94% |
| Ten Years | 7.61% |
| YTD | 12.96% |
| Since Inception | 6.98% |
Returns Total
| One Day | -0.04% |
|---|---|
| Five Days | 1.40% |
| One Month | -2.69% |
| Three Months | 4.17% |
| Six Months | 16.97% |
| Nine Months | 7.13% |
| One Year | 12.95% |
| Three Years | 6.35% |
| Five Years | 46.40% |
| Ten Years | 107.81% |
| YTD | 3.89% |
| Since Inception | 261.12% |
Yearly Returns
| 2024 | 3.89% |
|---|---|
| 2023 | 15.12% |
| 2022 | -17.73% |
| 2021 | 18.00% |
| 2020 | 14.64% |
| 2019 | 28.63% |
| 2018 | -7.63% |
| 2017 | 21.98% |
| 2016 | 6.43% |
| 2015 | -0.89% |
Risk against SP-DA
| Alpha | -8.83% |
|---|---|
| Beta | 0.86 |
| Correlation | 94.92% |
| Downside Deviation | 2.92% |
| Coefficient of determination | 90.09% |
| Standard Deviation | 3.10% |
| Sharpe Ratio | -1.08 |
| Sortino | -3.97 |
| Treynor | 8.85 |
| Ulcer Index | 3.37 |
| Ulcer Performance Index | -3.44 |