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MGWIX

MFS Growth Allocation-I

$24.81 0.16 (0.65%)
Currency in USD / Last Updated: 3/27/2024
Category Balanced Aggressive
Market Cap 6531.753M
52 Week High 24.81
52 Week Low 20.523
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Key Data
Symbol MGWIX
Type Mutual Fund
Category Balanced Aggressive
Price 24.81
Price Yesterday 24.65
Market Cap 6,531.75
YTD Return 6.21%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0071
Overview
52 Week High 24.81
52 Week Low 20.52
Market Cap 6,531.75M
Shares Outstanding 263.27M
Income Dividend Yield 1.79%
Long Term Dividend Yield 1.83%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 3.62%
Returns Annualized
One Day 411.42%
Five Days 25.13%
One Months 42.44%
Three Months 26.44%
Six Months 37.38%
Nine Months 18.74%
One Year 20.23%
Three Years 4.94%
Five Years 9.19%
Ten Years 8.02%
YTD 28.81%
Since Inception 8.25%
Returns Total
One Day 0.65%
Five Days 0.45%
One Month 2.99%
Three Months 5.94%
Six Months 17.04%
Nine Months 13.73%
One Year 20.21%
Three Years 15.52%
Five Years 55.10%
Ten Years 115.91%
YTD 6.21%
Since Inception 458.28%
Yearly Returns
2024 6.21%
2023 14.85%
2022 -15.88%
2021 16.01%
2020 14.74%
2019 26.54%
2018 -5.62%
2017 19.20%
2016 7.78%
2015 -0.56%
Risk against SP-DA
Alpha -6.39%
Beta 0.74
Correlation 95.86%
Downside Deviation 2.63%
Coefficient of determination 91.89%
Standard Deviation 2.60%
Sharpe Ratio -1.54
Sortino -5.28
Treynor 20.21
Ulcer Index 2.84
Ulcer Performance Index -4.88

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