MTCBX
MFS Technology-B
$43.82
-0.89 (-1.99%)
Currency in USD / Last Updated: 4/15/2024
| Category | Tech |
|---|---|
| Market Cap | 1826.347M |
| 52 Week High | 45.56 |
| 52 Week Low | 28.676 |
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Key Data
| Symbol | MTCBX |
|---|---|
| Type | Mutual Fund |
| Category | Tech |
| Price | 43.82 |
| Price Yesterday | 44.71 |
| Market Cap | 1,826.35 |
| YTD Return | 12.73% |
Expense Details
| Deferred | 0.04 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0189 |
Overview
| 52 Week High | 45.56 |
|---|---|
| 52 Week Low | 28.68 |
| Market Cap | 1,826.35M |
| Shares Outstanding | 41.68M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 12.96% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 12.96% |
Returns Annualized
| One Day | -99.37% |
|---|---|
| Five Days | -76.86% |
| One Months | -6.39% |
| Three Months | 48.34% |
| Six Months | 68.20% |
| Nine Months | 37.51% |
| One Year | 48.78% |
| Three Years | 4.53% |
| Five Years | 14.38% |
| Ten Years | 15.92% |
| YTD | 52.19% |
| Since Inception | 6.15% |
Returns Total
| One Day | -1.99% |
|---|---|
| Five Days | -2.86% |
| One Month | -0.52% |
| Three Months | 10.35% |
| Six Months | 29.39% |
| Nine Months | 26.95% |
| One Year | 48.49% |
| Three Years | 14.17% |
| Five Years | 95.45% |
| Ten Years | 336.41% |
| YTD | 12.73% |
| Since Inception | 310.03% |
Yearly Returns
| 2024 | 12.73% |
|---|---|
| 2023 | 52.77% |
| 2022 | -36.69% |
| 2021 | 12.52% |
| 2020 | 44.96% |
| 2019 | 34.70% |
| 2018 | 0.86% |
| 2017 | 37.38% |
| 2016 | 7.39% |
| 2015 | 9.49% |
Risk against SP-DA
| Alpha | 15.47% |
|---|---|
| Beta | 1.47 |
| Correlation | 91.38% |
| Downside Deviation | 2.83% |
| Coefficient of determination | 83.51% |
| Standard Deviation | 5.47% |
| Sharpe Ratio | 1.29 |
| Sortino | 8.6 |
| Treynor | 29.52 |
| Ulcer Index | 2.87 |
| Ulcer Performance Index | 8.49 |