MIAGX
MFS Aggressive Growth Allocation-I
$29.25
-0.12 (-0.41%)
Currency in USD / Last Updated: 4/17/2024
Category | Aggressive |
---|---|
Market Cap | 2796.873M |
52 Week High | 30.62 |
52 Week Low | 24.729 |
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Key Data
Symbol | MIAGX |
---|---|
Type | Mutual Fund |
Category | Aggressive |
Price | 29.25 |
Price Yesterday | 29.37 |
Market Cap | 2,796.87 |
YTD Return | 2.78% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0077 |
Overview
52 Week High | 30.62 |
---|---|
52 Week Low | 24.73 |
Market Cap | 2,796.87M |
Shares Outstanding | 95.62M |
Income Dividend Yield | 1.16% |
Long Term Dividend Yield | 2.16% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.32% |
Returns Annualized
One Day | -64.40% |
---|---|
Five Days | -77.58% |
One Months | -24.91% |
Three Months | 22.05% |
Six Months | 26.68% |
Nine Months | 9.17% |
One Year | 12.78% |
Three Years | 2.84% |
Five Years | 8.91% |
Ten Years | 8.61% |
YTD | 9.78% |
Since Inception | 8.37% |
Returns Total
One Day | -0.41% |
---|---|
Five Days | -2.92% |
One Month | -2.47% |
Three Months | 5.10% |
Six Months | 12.44% |
Nine Months | 6.83% |
One Year | 12.77% |
Three Years | 8.73% |
Five Years | 53.07% |
Ten Years | 127.84% |
YTD | 2.78% |
Since Inception | 475.11% |
Yearly Returns
2024 | 2.78% |
---|---|
2023 | 16.27% |
2022 | -16.90% |
2021 | 19.16% |
2020 | 15.80% |
2019 | 29.96% |
2018 | -6.74% |
2017 | 23.22% |
2016 | 7.51% |
2015 | 0.11% |
Risk against SP-DA
Alpha | -7.65% |
---|---|
Beta | 0.86 |
Correlation | 95.06% |
Downside Deviation | 2.90% |
Coefficient of determination | 90.37% |
Standard Deviation | 3.07% |
Sharpe Ratio | -0.95 |
Sortino | -3.48 |
Treynor | 8.62 |
Ulcer Index | 3.22 |
Ulcer Performance Index | -3.14 |