MGALX
MFS Growth Allocation-R2
$23.85
0.04 (0.17%)
Currency in USD / Last Updated: 3/28/2024
Category | Balanced Aggressive |
---|---|
Market Cap | 6541.197M |
52 Week High | 23.85 |
52 Week Low | 19.737 |
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Key Data
Symbol | MGALX |
---|---|
Type | Mutual Fund |
Category | Balanced Aggressive |
Price | 23.85 |
Price Yesterday | 23.81 |
Market Cap | 6,541.20 |
YTD Return | 6.24% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0121 |
Overview
52 Week High | 23.85 |
---|---|
52 Week Low | 19.74 |
Market Cap | 6,541.20M |
Shares Outstanding | 274.26M |
Income Dividend Yield | 1.36% |
Long Term Dividend Yield | 1.90% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.27% |
Returns Annualized
One Day | 52.72% |
---|---|
Five Days | 11.17% |
One Months | 43.24% |
Three Months | 28.42% |
Six Months | 36.57% |
Nine Months | 16.81% |
One Year | 16.73% |
Three Years | 4.56% |
Five Years | 8.50% |
Ten Years | 7.39% |
YTD | 28.42% |
Since Inception | 7.42% |
Returns Total
One Day | 0.17% |
---|---|
Five Days | 0.21% |
One Month | 2.89% |
Three Months | 6.24% |
Six Months | 16.56% |
Nine Months | 12.21% |
One Year | 16.50% |
Three Years | 14.25% |
Five Years | 50.19% |
Ten Years | 103.62% |
YTD | 6.24% |
Since Inception | 329.27% |
Yearly Returns
2024 | 6.24% |
---|---|
2023 | 14.25% |
2022 | -16.28% |
2021 | 15.45% |
2020 | 14.19% |
2019 | 25.91% |
2018 | -6.09% |
2017 | 18.59% |
2016 | 7.27% |
2015 | -1.12% |
Risk against SP-DA
Alpha | -7.45% |
---|---|
Beta | 0.74 |
Correlation | 96.67% |
Downside Deviation | 2.64% |
Coefficient of determination | 93.46% |
Standard Deviation | 2.59% |
Sharpe Ratio | -1.66 |
Sortino | -5.64 |
Treynor | 19.2 |
Ulcer Index | 2.89 |
Ulcer Performance Index | -5.16 |