MRGBX
MFS Core Equity-B
$41.76
0.36 (0.87%)
Currency in USD / Last Updated: 3/27/2024
Category | Large Cap |
---|---|
Market Cap | 6800.031M |
52 Week High | 41.76 |
52 Week Low | 31.744 |
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Key Data
Symbol | MRGBX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 41.76 |
Price Yesterday | 41.4 |
Market Cap | 6,800.03 |
YTD Return | 9.92% |
Expense Details
Deferred | 0.04 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0166 |
Overview
52 Week High | 41.76 |
---|---|
52 Week Low | 31.74 |
Market Cap | 6,800.03M |
Shares Outstanding | 162.84M |
Income Dividend Yield | 0.16% |
Long Term Dividend Yield | 2.06% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.21% |
Returns Annualized
One Day | 788.16% |
---|---|
Five Days | 37.04% |
One Months | 51.07% |
Three Months | 45.70% |
Six Months | 52.85% |
Nine Months | 27.94% |
One Year | 31.47% |
Three Years | 9.03% |
Five Years | 13.42% |
Ten Years | 11.63% |
YTD | 48.85% |
Since Inception | 8.50% |
Returns Total
One Day | 0.87% |
---|---|
Five Days | 0.63% |
One Month | 3.49% |
Three Months | 9.69% |
Six Months | 23.40% |
Nine Months | 20.28% |
One Year | 31.43% |
Three Years | 29.53% |
Five Years | 87.46% |
Ten Years | 199.81% |
YTD | 9.92% |
Since Inception | 797.29% |
Yearly Returns
2024 | 9.92% |
---|---|
2023 | 21.96% |
2022 | -17.82% |
2021 | 24.13% |
2020 | 17.66% |
2019 | 31.80% |
2018 | -4.86% |
2017 | 23.55% |
2016 | 10.26% |
2015 | -1.12% |
Risk against SP-DA
Alpha | -2.38% |
---|---|
Beta | 0.99 |
Correlation | 99.49% |
Downside Deviation | 2.84% |
Coefficient of determination | 98.97% |
Standard Deviation | 3.35% |
Sharpe Ratio | -0.23 |
Sortino | -0.93 |
Treynor | 26.42 |
Ulcer Index | 2.91 |
Ulcer Performance Index | -0.9 |