MAGJX
MFS Growth Allocation-R4
$23.82
0.21 (0.89%)
Currency in USD / Last Updated: 4/23/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 6664.002M |
| 52 Week High | 24.52 |
| 52 Week Low | 20.254 |
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Key Data
| Symbol | MAGJX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 23.82 |
| Price Yesterday | 23.61 |
| Market Cap | 6,664.00 |
| YTD Return | 3.30% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0071 |
Overview
| 52 Week High | 24.52 |
|---|---|
| 52 Week Low | 20.25 |
| Market Cap | 6,664.00M |
| Shares Outstanding | 279.77M |
| Income Dividend Yield | 1.86% |
| Long Term Dividend Yield | 1.91% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.77% |
Returns Annualized
| One Day | 833.44% |
|---|---|
| Five Days | 59.70% |
| One Months | -25.10% |
| Three Months | 15.26% |
| Six Months | 35.33% |
| Nine Months | 9.69% |
| One Year | 12.70% |
| Three Years | 2.48% |
| Five Years | 7.88% |
| Ten Years | 7.61% |
| YTD | 11.06% |
| Since Inception | 7.52% |
Returns Total
| One Day | 0.89% |
|---|---|
| Five Days | 0.93% |
| One Month | -2.38% |
| Three Months | 3.61% |
| Six Months | 16.17% |
| Nine Months | 7.22% |
| One Year | 12.68% |
| Three Years | 7.61% |
| Five Years | 46.04% |
| Ten Years | 107.85% |
| YTD | 3.30% |
| Since Inception | 296.74% |
Yearly Returns
| 2024 | 3.30% |
|---|---|
| 2023 | 14.89% |
| 2022 | -15.88% |
| 2021 | 16.03% |
| 2020 | 14.72% |
| 2019 | 26.54% |
| 2018 | -5.62% |
| 2017 | 19.22% |
| 2016 | 7.79% |
| 2015 | -0.63% |
Risk against SP-DA
| Alpha | -6.85% |
|---|---|
| Beta | 0.74 |
| Correlation | 95.16% |
| Downside Deviation | 2.64% |
| Coefficient of determination | 90.56% |
| Standard Deviation | 2.65% |
| Sharpe Ratio | -1.3 |
| Sortino | -4.52 |
| Treynor | 9.94 |
| Ulcer Index | 2.92 |
| Ulcer Performance Index | -4.08 |