MAAGX
MFS Aggressive Growth Allocation-A
$29.10
0.19 (0.66%)
Currency in USD / Last Updated: 4/26/2024
| Category | Aggressive |
|---|---|
| Market Cap | 2845.18M |
| 52 Week High | 29.95 |
| 52 Week Low | 24.216 |
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Key Data
| Symbol | MAAGX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 29.1 |
| Price Yesterday | 28.91 |
| Market Cap | 2,845.18 |
| YTD Return | 4.45% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0102 |
Overview
| 52 Week High | 29.95 |
|---|---|
| 52 Week Low | 24.22 |
| Market Cap | 2,845.18M |
| Shares Outstanding | 97.77M |
| Income Dividend Yield | 0.94% |
| Long Term Dividend Yield | 2.17% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.11% |
Returns Annualized
| One Day | 421.95% |
|---|---|
| Five Days | 207.08% |
| One Months | -20.25% |
| Three Months | 17.02% |
| Six Months | 43.39% |
| Nine Months | 10.27% |
| One Year | 16.55% |
| Three Years | 2.87% |
| Five Years | 8.74% |
| Ten Years | 8.56% |
| YTD | 14.52% |
| Since Inception | 8.35% |
Returns Total
| One Day | 0.66% |
|---|---|
| Five Days | 2.25% |
| One Month | -1.95% |
| Three Months | 4.00% |
| Six Months | 19.55% |
| Nine Months | 7.64% |
| One Year | 16.54% |
| Three Years | 8.85% |
| Five Years | 51.92% |
| Ten Years | 127.10% |
| YTD | 4.45% |
| Since Inception | 472.50% |
Yearly Returns
| 2024 | 4.45% |
|---|---|
| 2023 | 15.98% |
| 2022 | -17.09% |
| 2021 | 18.89% |
| 2020 | 15.48% |
| 2019 | 29.67% |
| 2018 | -6.97% |
| 2017 | 22.92% |
| 2016 | 7.23% |
| 2015 | -0.14% |
Risk against SP-DA
| Alpha | -8.24% |
|---|---|
| Beta | 0.87 |
| Correlation | 96.64% |
| Downside Deviation | 2.92% |
| Coefficient of determination | 93.39% |
| Standard Deviation | 3.06% |
| Sharpe Ratio | -1.06 |
| Sortino | -3.83 |
| Treynor | 12.87 |
| Ulcer Index | 3.3 |
| Ulcer Performance Index | -3.39 |