MCARX
MFS Conservative Allocation-R2
$16.19
0.07 (0.43%)
Currency in USD / Last Updated: 3/27/2024
Category | Conservative |
---|---|
Market Cap | 3811.061M |
52 Week High | 16.19 |
52 Week Low | 14.266 |
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Key Data
Symbol | MCARX |
---|---|
Type | Mutual Fund |
Category | Conservative |
Price | 16.19 |
Price Yesterday | 16.12 |
Market Cap | 3,811.06 |
YTD Return | 3.04% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0109 |
Overview
52 Week High | 16.19 |
---|---|
52 Week Low | 14.27 |
Market Cap | 3,811.06M |
Shares Outstanding | 235.40M |
Income Dividend Yield | 2.48% |
Long Term Dividend Yield | 0.71% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.20% |
Returns Annualized
One Day | 198.32% |
---|---|
Five Days | 28.39% |
One Months | 27.97% |
Three Months | 11.55% |
Six Months | 24.24% |
Nine Months | 11.23% |
One Year | 11.40% |
Three Years | 1.61% |
Five Years | 5.03% |
Ten Years | 4.59% |
YTD | 13.43% |
Since Inception | 5.23% |
Returns Total
One Day | 0.43% |
---|---|
Five Days | 0.50% |
One Month | 2.07% |
Three Months | 2.72% |
Six Months | 11.36% |
Nine Months | 8.30% |
One Year | 11.39% |
Three Years | 4.89% |
Five Years | 27.75% |
Ten Years | 56.50% |
YTD | 3.04% |
Since Inception | 182.35% |
Yearly Returns
2024 | 3.04% |
---|---|
2023 | 10.12% |
2022 | -13.69% |
2021 | 7.59% |
2020 | 11.33% |
2019 | 16.81% |
2018 | -3.36% |
2017 | 10.52% |
2016 | 5.15% |
2015 | -1.04% |
Risk against SP-DA
Alpha | -7.31% |
---|---|
Beta | 0.47 |
Correlation | 89.82% |
Downside Deviation | 1.85% |
Coefficient of determination | 80.68% |
Standard Deviation | 1.74% |
Sharpe Ratio | -3.76 |
Sortino | -12.24 |
Treynor | 13.15 |
Ulcer Index | 2.18 |
Ulcer Performance Index | -10.42 |