MITBX
MFS MA Investors Trust-B
$34.21
-0.10 (-0.29%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap |
---|---|
Market Cap | 6481.495M |
52 Week High | 35.97 |
52 Week Low | 28.215 |
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Key Data
Symbol | MITBX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 34.21 |
Price Yesterday | 34.31 |
Market Cap | 6,481.50 |
YTD Return | 5.07% |
Expense Details
Deferred | 0.04 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0145 |
Overview
52 Week High | 35.97 |
---|---|
52 Week Low | 28.22 |
Market Cap | 6,481.50M |
Shares Outstanding | 189.46M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 10.11% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 10.11% |
Returns Annualized
One Day | -52.11% |
---|---|
Five Days | -84.77% |
One Months | -28.83% |
Three Months | 21.89% |
Six Months | 35.36% |
Nine Months | 13.54% |
One Year | 18.56% |
Three Years | 5.13% |
Five Years | 10.44% |
Ten Years | 10.16% |
YTD | 18.09% |
Since Inception | 8.58% |
Returns Total
One Day | -0.29% |
---|---|
Five Days | -3.66% |
One Month | -2.92% |
Three Months | 5.07% |
Six Months | 16.19% |
Nine Months | 10.04% |
One Year | 18.54% |
Three Years | 16.17% |
Five Years | 64.10% |
Ten Years | 162.57% |
YTD | 5.07% |
Since Inception | 1,082.51% |
Yearly Returns
2024 | 5.07% |
---|---|
2023 | 18.27% |
2022 | -16.96% |
2021 | 25.88% |
2020 | 13.26% |
2019 | 30.94% |
2018 | -6.06% |
2017 | 22.61% |
2016 | 7.95% |
2015 | -0.49% |
Risk against SP-DA
Alpha | -2.50% |
---|---|
Beta | 0.91 |
Correlation | 96.20% |
Downside Deviation | 2.74% |
Coefficient of determination | 92.54% |
Standard Deviation | 3.23% |
Sharpe Ratio | -0.35 |
Sortino | -1.45 |
Treynor | 14.41 |
Ulcer Index | 3 |
Ulcer Performance Index | -1.32 |