MTCAX
MFS Technology-A
$58.98
-1.19 (-1.98%)
Currency in USD / Last Updated: 4/15/2024
| Category | Tech |
|---|---|
| Market Cap | 1827M |
| 52 Week High | 61.32 |
| 52 Week Low | 38.317 |
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Key Data
| Symbol | MTCAX |
|---|---|
| Type | Mutual Fund |
| Category | Tech |
| Price | 58.98 |
| Price Yesterday | 60.17 |
| Market Cap | 1,827.00 |
| YTD Return | 12.99% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0114 |
Overview
| 52 Week High | 61.32 |
|---|---|
| 52 Week Low | 38.32 |
| Market Cap | 1,827.00M |
| Shares Outstanding | 30.98M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 9.63% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 9.63% |
Returns Annualized
| One Day | -99.35% |
|---|---|
| Five Days | -76.74% |
| One Months | -5.60% |
| Three Months | 49.44% |
| Six Months | 69.48% |
| Nine Months | 38.56% |
| One Year | 49.91% |
| Three Years | 5.32% |
| Five Years | 15.25% |
| Ten Years | 16.80% |
| YTD | 53.39% |
| Since Inception | 6.92% |
Returns Total
| One Day | -1.98% |
|---|---|
| Five Days | -2.85% |
| One Month | -0.46% |
| Three Months | 10.55% |
| Six Months | 29.88% |
| Nine Months | 27.68% |
| One Year | 49.61% |
| Three Years | 16.77% |
| Five Years | 102.95% |
| Ten Years | 370.67% |
| YTD | 12.99% |
| Since Inception | 386.07% |
Yearly Returns
| 2024 | 12.99% |
|---|---|
| 2023 | 53.90% |
| 2022 | -36.21% |
| 2021 | 13.37% |
| 2020 | 46.04% |
| 2019 | 35.76% |
| 2018 | 1.59% |
| 2017 | 38.47% |
| 2016 | 8.16% |
| 2015 | 10.37% |
Risk against SP-DA
| Alpha | 16.63% |
|---|---|
| Beta | 1.47 |
| Correlation | 91.35% |
| Downside Deviation | 2.82% |
| Coefficient of determination | 83.45% |
| Standard Deviation | 5.47% |
| Sharpe Ratio | 1.35 |
| Sortino | 9.05 |
| Treynor | 30.31 |
| Ulcer Index | 2.82 |
| Ulcer Performance Index | 9.04 |