MAALX
MFS Aggressive Growth Allocation-R4
$29.16
0.00 (0.00%)
Currency in USD / Last Updated: 4/24/2024
| Category | Aggressive |
|---|---|
| Market Cap | 2837.285M |
| 52 Week High | 30.09 |
| 52 Week Low | 24.3 |
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Key Data
| Symbol | MAALX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 29.16 |
| Price Yesterday | 29.16 |
| Market Cap | 2,837.29 |
| YTD Return | 4.22% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0077 |
Overview
| 52 Week High | 30.09 |
|---|---|
| 52 Week Low | 24.30 |
| Market Cap | 2,837.29M |
| Shares Outstanding | 97.30M |
| Income Dividend Yield | 1.16% |
| Long Term Dividend Yield | 2.16% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.32% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 104.29% |
| One Months | -25.83% |
| Three Months | 19.00% |
| Six Months | 38.73% |
| Nine Months | 10.72% |
| One Year | 14.11% |
| Three Years | 3.11% |
| Five Years | 9.02% |
| Ten Years | 8.69% |
| YTD | 14.10% |
| Since Inception | 8.07% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.43% |
| One Month | -2.57% |
| Three Months | 4.44% |
| Six Months | 17.61% |
| Nine Months | 7.97% |
| One Year | 14.10% |
| Three Years | 9.59% |
| Five Years | 53.89% |
| Ten Years | 129.64% |
| YTD | 4.22% |
| Since Inception | 337.64% |
Yearly Returns
| 2024 | 4.22% |
|---|---|
| 2023 | 16.30% |
| 2022 | -16.91% |
| 2021 | 19.20% |
| 2020 | 15.79% |
| 2019 | 29.93% |
| 2018 | -6.75% |
| 2017 | 23.27% |
| 2016 | 7.44% |
| 2015 | 0.16% |
Risk against SP-DA
| Alpha | -7.78% |
|---|---|
| Beta | 0.86 |
| Correlation | 95.31% |
| Downside Deviation | 2.92% |
| Coefficient of determination | 90.84% |
| Standard Deviation | 3.10% |
| Sharpe Ratio | -0.97 |
| Sortino | -3.57 |
| Treynor | 10.13 |
| Ulcer Index | 3.28 |
| Ulcer Performance Index | -3.18 |