MIRTX
MFS MA Investors Trust-R2
$35.07
0.04 (0.11%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap |
---|---|
Market Cap | 6859.096M |
52 Week High | 35.07 |
52 Week Low | 26.821 |
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Key Data
Symbol | MIRTX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 35.07 |
Price Yesterday | 35.03 |
Market Cap | 6,859.10 |
YTD Return | 10.60% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0095 |
Overview
52 Week High | 35.07 |
---|---|
52 Week Low | 26.82 |
Market Cap | 6,859.10M |
Shares Outstanding | 195.58M |
Income Dividend Yield | 0.62% |
Long Term Dividend Yield | 9.86% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 10.48% |
Returns Annualized
One Day | 33.36% |
---|---|
Five Days | 15.50% |
One Months | 55.13% |
Three Months | 51.66% |
Six Months | 53.28% |
Nine Months | 25.16% |
One Year | 27.46% |
Three Years | 9.38% |
Five Years | 12.67% |
Ten Years | 11.14% |
YTD | 51.66% |
Since Inception | 9.74% |
Returns Total
One Day | 0.11% |
---|---|
Five Days | 0.29% |
One Month | 3.54% |
Three Months | 10.60% |
Six Months | 23.36% |
Nine Months | 18.10% |
One Year | 27.07% |
Three Years | 30.69% |
Five Years | 81.32% |
Ten Years | 186.66% |
YTD | 10.60% |
Since Inception | 563.07% |
Yearly Returns
2024 | 10.60% |
---|---|
2023 | 18.86% |
2022 | -16.53% |
2021 | 26.53% |
2020 | 13.80% |
2019 | 31.55% |
2018 | -5.56% |
2017 | 23.19% |
2016 | 8.54% |
2015 | -0.03% |
Risk against SP-DA
Alpha | -1.94% |
---|---|
Beta | 0.94 |
Correlation | 99.24% |
Downside Deviation | 2.77% |
Coefficient of determination | 98.48% |
Standard Deviation | 3.18% |
Sharpe Ratio | -0.33 |
Sortino | -1.33 |
Treynor | 27.13 |
Ulcer Index | 2.88 |
Ulcer Performance Index | -1.28 |