MITGX
MFS MA Investors Trust-R1
$33.00
-0.09 (-0.27%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap |
---|---|
Market Cap | 6563.535M |
52 Week High | 34.26 |
52 Week Low | 26.866 |
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Key Data
Symbol | MITGX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 33 |
Price Yesterday | 33.09 |
Market Cap | 6,563.54 |
YTD Return | 6.42% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0145 |
Overview
52 Week High | 34.26 |
---|---|
52 Week Low | 26.87 |
Market Cap | 6,563.54M |
Shares Outstanding | 198.90M |
Income Dividend Yield | 0.06% |
Long Term Dividend Yield | 10.48% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 10.53% |
Returns Annualized
One Day | -49.69% |
---|---|
Five Days | 63.49% |
One Months | -31.80% |
Three Months | 20.47% |
Six Months | 42.28% |
Nine Months | 14.41% |
One Year | 19.67% |
Three Years | 5.41% |
Five Years | 10.52% |
Ten Years | 10.21% |
YTD | 21.97% |
Since Inception | 8.88% |
Returns Total
One Day | -0.27% |
---|---|
Five Days | 0.98% |
One Month | -3.28% |
Three Months | 4.76% |
Six Months | 19.09% |
Nine Months | 10.67% |
One Year | 19.65% |
Three Years | 17.10% |
Five Years | 64.75% |
Ten Years | 163.89% |
YTD | 6.42% |
Since Inception | 403.89% |
Yearly Returns
2024 | 6.42% |
---|---|
2023 | 18.25% |
2022 | -16.96% |
2021 | 25.89% |
2020 | 13.23% |
2019 | 30.89% |
2018 | -6.03% |
2017 | 22.58% |
2016 | 7.98% |
2015 | -0.50% |
Risk against SP-DA
Alpha | -3.63% |
---|---|
Beta | 0.94 |
Correlation | 98.16% |
Downside Deviation | 2.82% |
Coefficient of determination | 96.35% |
Standard Deviation | 3.27% |
Sharpe Ratio | -0.43 |
Sortino | -1.73 |
Treynor | 15.28 |
Ulcer Index | 3.05 |
Ulcer Performance Index | -1.6 |