MCGWX
MFS Growth Allocation-C
$23.33
0.20 (0.86%)
Currency in USD / Last Updated: 4/23/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 6661.788M |
| 52 Week High | 24.03 |
| 52 Week Low | 19.93 |
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Key Data
| Symbol | MCGWX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 23.33 |
| Price Yesterday | 23.13 |
| Market Cap | 6,661.79 |
| YTD Return | 3.00% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0171 |
Overview
| 52 Week High | 24.03 |
|---|---|
| 52 Week Low | 19.93 |
| Market Cap | 6,661.79M |
| Shares Outstanding | 285.55M |
| Income Dividend Yield | 0.89% |
| Long Term Dividend Yield | 1.95% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.83% |
Returns Annualized
| One Day | 777.40% |
|---|---|
| Five Days | 57.80% |
| One Months | -25.92% |
| Three Months | 14.18% |
| Six Months | 33.98% |
| Nine Months | 8.62% |
| One Year | 11.58% |
| Three Years | 1.47% |
| Five Years | 6.81% |
| Ten Years | 6.54% |
| YTD | 10.04% |
| Since Inception | 6.82% |
Returns Total
| One Day | 0.86% |
|---|---|
| Five Days | 0.91% |
| One Month | -2.47% |
| Three Months | 3.37% |
| Six Months | 15.60% |
| Nine Months | 6.42% |
| One Year | 11.57% |
| Three Years | 4.45% |
| Five Years | 38.94% |
| Ten Years | 88.13% |
| YTD | 3.00% |
| Since Inception | 320.82% |
Yearly Returns
| 2024 | 3.00% |
|---|---|
| 2023 | 13.70% |
| 2022 | -16.70% |
| 2021 | 14.84% |
| 2020 | 13.63% |
| 2019 | 25.25% |
| 2018 | -6.55% |
| 2017 | 18.07% |
| 2016 | 6.69% |
| 2015 | -1.62% |
Risk against SP-DA
| Alpha | -7.85% |
|---|---|
| Beta | 0.73 |
| Correlation | 94.63% |
| Downside Deviation | 2.65% |
| Coefficient of determination | 89.54% |
| Standard Deviation | 2.65% |
| Sharpe Ratio | -1.42 |
| Sortino | -4.91 |
| Treynor | 8.49 |
| Ulcer Index | 3.02 |
| Ulcer Performance Index | -4.31 |