MUEAX
MFS Blended Research Core Equity-A
$34.17
0.42 (1.24%)
Currency in USD / Last Updated: 4/23/2024
Category | Large Cap |
---|---|
Market Cap | 1250.311M |
52 Week High | 35.3 |
52 Week Low | 25.643 |
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Key Data
Symbol | MUEAX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 34.17 |
Price Yesterday | 33.75 |
Market Cap | 1,250.31 |
YTD Return | 9.48% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0074 |
Overview
52 Week High | 35.30 |
---|---|
52 Week Low | 25.64 |
Market Cap | 1,250.31M |
Shares Outstanding | 36.59M |
Income Dividend Yield | 0.68% |
Long Term Dividend Yield | 2.76% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.44% |
Returns Annualized
One Day | 2,164.01% |
---|---|
Five Days | 36.48% |
One Months | -31.42% |
Three Months | 29.72% |
Six Months | 55.19% |
Nine Months | 23.81% |
One Year | 30.78% |
Three Years | 9.92% |
Five Years | 14.08% |
Ten Years | 11.57% |
YTD | 34.05% |
Since Inception | 7.48% |
Returns Total
One Day | 1.24% |
---|---|
Five Days | 0.62% |
One Month | -3.09% |
Three Months | 6.71% |
Six Months | 24.33% |
Nine Months | 17.45% |
One Year | 30.75% |
Three Years | 32.67% |
Five Years | 93.00% |
Ten Years | 198.19% |
YTD | 9.48% |
Since Inception | 572.11% |
Yearly Returns
2024 | 9.48% |
---|---|
2023 | 27.96% |
2022 | -16.25% |
2021 | 29.03% |
2020 | 15.10% |
2019 | 28.44% |
2018 | -8.05% |
2017 | 20.34% |
2016 | 8.13% |
2015 | 0.66% |
Risk against SP-DA
Alpha | 5.68% |
---|---|
Beta | 1.03 |
Correlation | 99.02% |
Downside Deviation | 2.69% |
Coefficient of determination | 98.06% |
Standard Deviation | 3.55% |
Sharpe Ratio | 0.5 |
Sortino | 2.29 |
Treynor | 24.77 |
Ulcer Index | 2.54 |
Ulcer Performance Index | 2.43 |