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MAGWX

MFS Growth Allocation-A

$24.53 0.03 (0.12%)
Currency in USD / Last Updated: 3/28/2024
Category Balanced Aggressive
Market Cap 6540.14M
52 Week High 24.53
52 Week Low 20.291
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Key Data
Symbol MAGWX
Type Mutual Fund
Category Balanced Aggressive
Price 24.53
Price Yesterday 24.5
Market Cap 6,540.14
YTD Return 6.24%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0.0575
Initial Purchase Amount 1000
Redeption Fee 0
Prospectus 0.0096
Overview
52 Week High 24.53
52 Week Low 20.29
Market Cap 6,540.14M
Shares Outstanding 266.62M
Income Dividend Yield 1.58%
Long Term Dividend Yield 1.85%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 3.43%
Returns Annualized
One Day 36.16%
Five Days 8.58%
One Months 43.31%
Three Months 28.42%
Six Months 36.97%
Nine Months 17.07%
One Year 16.96%
Three Years 4.82%
Five Years 8.77%
Ten Years 7.65%
YTD 28.42%
Since Inception 7.96%
Returns Total
One Day 0.12%
Five Days 0.16%
One Month 2.89%
Three Months 6.24%
Six Months 16.73%
Nine Months 12.39%
One Year 16.73%
Three Years 15.08%
Five Years 52.06%
Ten Years 108.69%
YTD 6.24%
Since Inception 426.17%
Yearly Returns
2024 6.24%
2023 14.61%
2022 -16.08%
2021 15.70%
2020 14.45%
2019 26.27%
2018 -5.87%
2017 18.89%
2016 7.56%
2015 -0.87%
Risk against SP-DA
Alpha -7.32%
Beta 0.75
Correlation 96.78%
Downside Deviation 2.60%
Coefficient of determination 93.67%
Standard Deviation 2.60%
Sharpe Ratio -1.62
Sortino -5.62
Treynor 19.42
Ulcer Index 2.87
Ulcer Performance Index -5.1

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