MITTX
MFS MA Investors Trust-A
$37.98
0.04 (0.11%)
Currency in USD / Last Updated: 3/28/2024
Category | Large Cap |
---|---|
Market Cap | 6858.96M |
52 Week High | 37.98 |
52 Week Low | 28.976 |
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Key Data
Symbol | MITTX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 37.98 |
Price Yesterday | 37.94 |
Market Cap | 6,858.96 |
YTD Return | 10.66% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.007 |
Overview
52 Week High | 37.98 |
---|---|
52 Week Low | 28.98 |
Market Cap | 6,858.96M |
Shares Outstanding | 180.59M |
Income Dividend Yield | 0.79% |
Long Term Dividend Yield | 9.10% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 9.90% |
Returns Annualized
One Day | 30.45% |
---|---|
Five Days | 14.23% |
One Months | 55.16% |
Three Months | 52.05% |
Six Months | 53.62% |
Nine Months | 25.47% |
One Year | 27.76% |
Three Years | 9.65% |
Five Years | 12.96% |
Ten Years | 11.43% |
YTD | 52.05% |
Since Inception | 11.13% |
Returns Total
One Day | 0.11% |
---|---|
Five Days | 0.26% |
One Month | 3.54% |
Three Months | 10.66% |
Six Months | 23.50% |
Nine Months | 18.32% |
One Year | 27.36% |
Three Years | 31.66% |
Five Years | 83.60% |
Ten Years | 194.19% |
YTD | 10.66% |
Since Inception | 4,148.32% |
Yearly Returns
2024 | 10.66% |
---|---|
2023 | 19.15% |
2022 | -16.34% |
2021 | 26.82% |
2020 | 14.12% |
2019 | 31.91% |
2018 | -5.31% |
2017 | 23.56% |
2016 | 8.77% |
2015 | 0.28% |
Risk against SP-DA
Alpha | -1.60% |
---|---|
Beta | 0.94 |
Correlation | 99.24% |
Downside Deviation | 2.77% |
Coefficient of determination | 98.48% |
Standard Deviation | 3.18% |
Sharpe Ratio | -0.3 |
Sortino | -1.21 |
Treynor | 27.49 |
Ulcer Index | 2.86 |
Ulcer Performance Index | -1.17 |