MACKX
MFS Conservative Allocation-R1
$15.65
-0.05 (-0.32%)
Currency in USD / Last Updated: 4/25/2024
Category | Conservative |
---|---|
Market Cap | 3837.489M |
52 Week High | 16.07 |
52 Week Low | 14.181 |
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Key Data
Symbol | MACKX |
---|---|
Type | Mutual Fund |
Category | Conservative |
Price | 15.65 |
Price Yesterday | 15.7 |
Market Cap | 3,837.49 |
YTD Return | 0.20% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0159 |
Overview
52 Week High | 16.07 |
---|---|
52 Week Low | 14.18 |
Market Cap | 3,837.49M |
Shares Outstanding | 245.21M |
Income Dividend Yield | 2.08% |
Long Term Dividend Yield | 0.74% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.82% |
Returns Annualized
One Day | -55.27% |
---|---|
Five Days | 25.38% |
One Months | -22.23% |
Three Months | 2.13% |
Six Months | 21.68% |
Nine Months | 4.34% |
One Year | 5.91% |
Three Years | -0.63% |
Five Years | 3.66% |
Ten Years | 3.76% |
YTD | 0.65% |
Since Inception | 4.56% |
Returns Total
One Day | -0.32% |
---|---|
Five Days | 0.45% |
One Month | -2.17% |
Three Months | 0.53% |
Six Months | 10.21% |
Nine Months | 3.25% |
One Year | 5.90% |
Three Years | -1.89% |
Five Years | 19.64% |
Ten Years | 44.53% |
YTD | 0.20% |
Since Inception | 133.44% |
Yearly Returns
2024 | 0.20% |
---|---|
2023 | 9.58% |
2022 | -14.07% |
2021 | 7.05% |
2020 | 10.71% |
2019 | 16.23% |
2018 | -3.82% |
2017 | 9.96% |
2016 | 4.64% |
2015 | -1.56% |
Risk against SP-DA
Alpha | -9.15% |
---|---|
Beta | 0.47 |
Correlation | 89.19% |
Downside Deviation | 1.85% |
Coefficient of determination | 79.55% |
Standard Deviation | 1.79% |
Sharpe Ratio | -3.23 |
Sortino | -10.86 |
Treynor | 1.12 |
Ulcer Index | 2.29 |
Ulcer Performance Index | -8.75 |