MUEUX
MFS Blended Research Core Equity-R4
$34.11
-0.23 (-0.67%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap |
---|---|
Market Cap | 1239.377M |
52 Week High | 35.54 |
52 Week Low | 25.755 |
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Key Data
Symbol | MUEUX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 34.11 |
Price Yesterday | 34.34 |
Market Cap | 1,239.38 |
YTD Return | 8.63% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0049 |
Overview
52 Week High | 35.54 |
---|---|
52 Week Low | 25.76 |
Market Cap | 1,239.38M |
Shares Outstanding | 36.33M |
Income Dividend Yield | 0.89% |
Long Term Dividend Yield | 2.77% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.66% |
Returns Annualized
One Day | -81.64% |
---|---|
Five Days | 30.60% |
One Months | -34.88% |
Three Months | 21.06% |
Six Months | 55.82% |
Nine Months | 21.55% |
One Year | 32.08% |
Three Years | 9.85% |
Five Years | 14.20% |
Ten Years | 11.85% |
YTD | 29.83% |
Since Inception | 11.04% |
Returns Total
One Day | -0.67% |
---|---|
Five Days | 0.53% |
One Month | -3.67% |
Three Months | 4.89% |
Six Months | 24.58% |
Nine Months | 15.84% |
One Year | 32.05% |
Three Years | 32.53% |
Five Years | 93.97% |
Ten Years | 205.84% |
YTD | 8.63% |
Since Inception | 412.62% |
Yearly Returns
2024 | 8.63% |
---|---|
2023 | 28.29% |
2022 | -16.06% |
2021 | 29.34% |
2020 | 15.40% |
2019 | 28.76% |
2018 | -7.80% |
2017 | 20.63% |
2016 | 8.40% |
2015 | 0.91% |
Risk against SP-DA
Alpha | 5.55% |
---|---|
Beta | 1.03 |
Correlation | 99.15% |
Downside Deviation | 2.70% |
Coefficient of determination | 98.31% |
Standard Deviation | 3.52% |
Sharpe Ratio | 0.5 |
Sortino | 2.26 |
Treynor | 25.98 |
Ulcer Index | 2.54 |
Ulcer Performance Index | 2.41 |