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 |