MITDX
MFS MA Investors Trust-R4
$37.18
-0.10 (-0.27%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap |
---|---|
Market Cap | 6565.728M |
52 Week High | 38.57 |
52 Week Low | 30.133 |
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Key Data
Symbol | MITDX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 37.18 |
Price Yesterday | 37.28 |
Market Cap | 6,565.73 |
YTD Return | 6.75% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0045 |
Overview
52 Week High | 38.57 |
---|---|
52 Week Low | 30.13 |
Market Cap | 6,565.73M |
Shares Outstanding | 176.59M |
Income Dividend Yield | 1.04% |
Long Term Dividend Yield | 9.30% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 10.34% |
Returns Annualized
One Day | -49.21% |
---|---|
Five Days | 65.63% |
One Months | -31.15% |
Three Months | 21.57% |
Six Months | 43.67% |
Nine Months | 15.60% |
One Year | 20.86% |
Three Years | 6.49% |
Five Years | 11.64% |
Ten Years | 11.32% |
YTD | 23.18% |
Since Inception | 10.00% |
Returns Total
One Day | -0.27% |
---|---|
Five Days | 1.01% |
One Month | -3.20% |
Three Months | 5.00% |
Six Months | 19.67% |
Nine Months | 11.54% |
One Year | 20.84% |
Three Years | 20.69% |
Five Years | 73.23% |
Ten Years | 191.65% |
YTD | 6.75% |
Since Inception | 512.32% |
Yearly Returns
2024 | 6.75% |
---|---|
2023 | 19.45% |
2022 | -16.14% |
2021 | 27.17% |
2020 | 14.38% |
2019 | 32.23% |
2018 | -5.10% |
2017 | 23.84% |
2016 | 9.05% |
2015 | 0.48% |
Risk against SP-DA
Alpha | -2.49% |
---|---|
Beta | 0.94 |
Correlation | 98.27% |
Downside Deviation | 2.76% |
Coefficient of determination | 96.58% |
Standard Deviation | 3.27% |
Sharpe Ratio | -0.32 |
Sortino | -1.33 |
Treynor | 16.5 |
Ulcer Index | 2.95 |
Ulcer Performance Index | -1.25 |