MFRJX
MFS Research-R4
$56.63
-0.08 (-0.14%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap |
---|---|
Market Cap | 7810.013M |
52 Week High | 58.78 |
52 Week Low | 45.087 |
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Key Data
Symbol | MFRJX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 56.63 |
Price Yesterday | 56.71 |
Market Cap | 7,810.01 |
YTD Return | 6.25% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0055 |
Overview
52 Week High | 58.78 |
---|---|
52 Week Low | 45.09 |
Market Cap | 7,810.01M |
Shares Outstanding | 137.91M |
Income Dividend Yield | 0.76% |
Long Term Dividend Yield | 5.76% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 6.52% |
Returns Annualized
One Day | -29.96% |
---|---|
Five Days | 59.26% |
One Months | -32.30% |
Three Months | 19.02% |
Six Months | 44.79% |
Nine Months | 16.94% |
One Year | 23.48% |
Three Years | 6.73% |
Five Years | 12.25% |
Ten Years | 11.67% |
YTD | 21.35% |
Since Inception | 10.11% |
Returns Total
One Day | -0.14% |
---|---|
Five Days | 0.93% |
One Month | -3.35% |
Three Months | 4.44% |
Six Months | 20.13% |
Nine Months | 12.51% |
One Year | 23.45% |
Three Years | 21.52% |
Five Years | 78.04% |
Ten Years | 200.87% |
YTD | 6.25% |
Since Inception | 524.43% |
Yearly Returns
2024 | 6.25% |
---|---|
2023 | 22.77% |
2022 | -17.05% |
2021 | 25.03% |
2020 | 16.91% |
2019 | 33.43% |
2018 | -4.25% |
2017 | 23.65% |
2016 | 9.01% |
2015 | 1.11% |
Risk against SP-DA
Alpha | -0.68% |
---|---|
Beta | 0.98 |
Correlation | 99.29% |
Downside Deviation | 2.82% |
Coefficient of determination | 98.59% |
Standard Deviation | 3.38% |
Sharpe Ratio | -0.09 |
Sortino | -0.38 |
Treynor | 18.47 |
Ulcer Index | 2.79 |
Ulcer Performance Index | -0.38 |