MITHX
MFS MA Investors Trust-R3
$37.44
0.04 (0.11%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap |
---|---|
Market Cap | 6857.81M |
52 Week High | 37.44 |
52 Week Low | 28.562 |
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Key Data
Symbol | MITHX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 37.44 |
Price Yesterday | 37.4 |
Market Cap | 6,857.81 |
YTD Return | 10.64% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.007 |
Overview
52 Week High | 37.44 |
---|---|
52 Week Low | 28.56 |
Market Cap | 6,857.81M |
Shares Outstanding | 183.17M |
Income Dividend Yield | 0.79% |
Long Term Dividend Yield | 9.24% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 10.02% |
Returns Annualized
One Day | 30.95% |
---|---|
Five Days | 14.45% |
One Months | 55.08% |
Three Months | 51.90% |
Six Months | 53.60% |
Nine Months | 25.46% |
One Year | 27.76% |
Three Years | 9.65% |
Five Years | 12.96% |
Ten Years | 11.41% |
YTD | 51.90% |
Since Inception | 9.95% |
Returns Total
One Day | 0.11% |
---|---|
Five Days | 0.27% |
One Month | 3.54% |
Three Months | 10.64% |
Six Months | 23.49% |
Nine Months | 18.31% |
One Year | 27.36% |
Three Years | 31.64% |
Five Years | 83.60% |
Ten Years | 193.88% |
YTD | 10.64% |
Since Inception | 503.19% |
Yearly Returns
2024 | 10.64% |
---|---|
2023 | 19.15% |
2022 | -16.33% |
2021 | 26.86% |
2020 | 14.09% |
2019 | 31.85% |
2018 | -5.32% |
2017 | 23.51% |
2016 | 8.78% |
2015 | 0.25% |
Risk against SP-DA
Alpha | -1.57% |
---|---|
Beta | 0.94 |
Correlation | 99.25% |
Downside Deviation | 2.76% |
Coefficient of determination | 98.51% |
Standard Deviation | 3.18% |
Sharpe Ratio | -0.3 |
Sortino | -1.21 |
Treynor | 27.52 |
Ulcer Index | 2.86 |
Ulcer Performance Index | -1.17 |