MFEGX
MFS Growth-A
$176.06
-1.20 (-0.68%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Growth |
---|---|
Market Cap | 42802.65M |
52 Week High | 185.41 |
52 Week Low | 126.34 |
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Key Data
Symbol | MFEGX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 176.06 |
Price Yesterday | 177.26 |
Market Cap | 42,802.65 |
YTD Return | 11.56% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0084 |
Overview
52 Week High | 185.41 |
---|---|
52 Week Low | 126.34 |
Market Cap | 42,802.65M |
Shares Outstanding | 243.11M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 4.75% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.75% |
Returns Annualized
One Day | -81.98% |
---|---|
Five Days | -90.91% |
One Months | -27.60% |
Three Months | 40.97% |
Six Months | 53.57% |
Nine Months | 25.54% |
One Year | 36.13% |
Three Years | 5.84% |
Five Years | 14.08% |
Ten Years | 14.10% |
YTD | 44.49% |
Since Inception | 10.22% |
Returns Total
One Day | -0.68% |
---|---|
Five Days | -4.64% |
One Month | -2.78% |
Three Months | 8.95% |
Six Months | 23.69% |
Nine Months | 18.69% |
One Year | 36.09% |
Three Years | 18.55% |
Five Years | 92.87% |
Ten Years | 272.92% |
YTD | 11.56% |
Since Inception | 1,853.18% |
Yearly Returns
2024 | 11.56% |
---|---|
2023 | 35.79% |
2022 | -31.32% |
2021 | 23.34% |
2020 | 30.98% |
2019 | 37.35% |
2018 | 2.34% |
2017 | 30.54% |
2016 | 2.21% |
2015 | 7.11% |
Risk against SP-DA
Alpha | 10.00% |
---|---|
Beta | 1.21 |
Correlation | 93.18% |
Downside Deviation | 2.66% |
Coefficient of determination | 86.82% |
Standard Deviation | 4.42% |
Sharpe Ratio | 0.89 |
Sortino | 5.12 |
Treynor | 25.41 |
Ulcer Index | 2.3 |
Ulcer Performance Index | 5.93 |