MAWAX
MFS Aggressive Growth Allocation-R2
$27.72
-0.09 (-0.32%)
Currency in USD / Last Updated: 4/19/2024
| Category | Aggressive |
|---|---|
| Market Cap | 2781.563M |
| 52 Week High | 29.18 |
| 52 Week Low | 23.618 |
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Key Data
| Symbol | MAWAX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 27.72 |
| Price Yesterday | 27.81 |
| Market Cap | 2,781.56 |
| YTD Return | 2.06% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0127 |
Overview
| 52 Week High | 29.18 |
|---|---|
| 52 Week Low | 23.62 |
| Market Cap | 2,781.56M |
| Shares Outstanding | 100.35M |
| Income Dividend Yield | 0.73% |
| Long Term Dividend Yield | 2.27% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.00% |
Returns Annualized
| One Day | -55.85% |
|---|---|
| Five Days | -69.49% |
| One Months | -34.71% |
| Three Months | 11.61% |
| Six Months | 30.47% |
| Nine Months | 6.89% |
| One Year | 11.43% |
| Three Years | 2.25% |
| Five Years | 8.21% |
| Ten Years | 8.00% |
| YTD | 7.01% |
| Since Inception | 7.73% |
Returns Total
| One Day | -0.32% |
|---|---|
| Five Days | -2.33% |
| One Month | -3.65% |
| Three Months | 2.78% |
| Six Months | 14.09% |
| Nine Months | 5.14% |
| One Year | 11.42% |
| Three Years | 6.91% |
| Five Years | 48.24% |
| Ten Years | 115.54% |
| YTD | 2.06% |
| Since Inception | 357.58% |
Yearly Returns
| 2024 | 2.06% |
|---|---|
| 2023 | 15.66% |
| 2022 | -17.29% |
| 2021 | 18.57% |
| 2020 | 15.24% |
| 2019 | 29.30% |
| 2018 | -7.22% |
| 2017 | 22.64% |
| 2016 | 6.92% |
| 2015 | -0.35% |
Risk against SP-DA
| Alpha | -7.94% |
|---|---|
| Beta | 0.87 |
| Correlation | 96.43% |
| Downside Deviation | 2.92% |
| Coefficient of determination | 92.99% |
| Standard Deviation | 3.08% |
| Sharpe Ratio | -0.94 |
| Sortino | -3.44 |
| Treynor | 6.96 |
| Ulcer Index | 3.31 |
| Ulcer Performance Index | -3.03 |