MUEVX
MFS Blended Research Core Equity-R6
$34.91
-0.07 (-0.20%)
Currency in USD / Last Updated: 4/24/2024
Category | Large Cap |
---|---|
Market Cap | 1247.69M |
52 Week High | 36.13 |
52 Week Low | 26.152 |
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Key Data
Symbol | MUEVX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 34.91 |
Price Yesterday | 34.98 |
Market Cap | 1,247.69 |
YTD Return | 9.37% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0041 |
Overview
52 Week High | 36.13 |
---|---|
52 Week Low | 26.15 |
Market Cap | 1,247.69M |
Shares Outstanding | 35.74M |
Income Dividend Yield | 0.95% |
Long Term Dividend Yield | 2.70% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.66% |
Returns Annualized
One Day | -39.67% |
---|---|
Five Days | 68.70% |
One Months | -31.69% |
Three Months | 28.20% |
Six Months | 53.53% |
Nine Months | 23.35% |
One Year | 30.83% |
Three Years | 10.23% |
Five Years | 14.50% |
Ten Years | 11.96% |
YTD | 33.10% |
Since Inception | 14.16% |
Returns Total
One Day | -0.20% |
---|---|
Five Days | 1.04% |
One Month | -3.27% |
Three Months | 6.40% |
Six Months | 23.67% |
Nine Months | 17.13% |
One Year | 30.79% |
Three Years | 33.84% |
Five Years | 96.58% |
Ten Years | 208.77% |
YTD | 9.37% |
Since Inception | 380.92% |
Yearly Returns
2024 | 9.37% |
---|---|
2023 | 28.42% |
2022 | -15.95% |
2021 | 29.49% |
2020 | 15.48% |
2019 | 28.96% |
2018 | -7.75% |
2017 | 20.82% |
2016 | 8.51% |
2015 | 0.99% |
Risk against SP-DA
Alpha | 5.77% |
---|---|
Beta | 1.03 |
Correlation | 99.04% |
Downside Deviation | 2.68% |
Coefficient of determination | 98.08% |
Standard Deviation | 3.56% |
Sharpe Ratio | 0.51 |
Sortino | 2.35 |
Treynor | 24.78 |
Ulcer Index | 2.52 |
Ulcer Performance Index | 2.49 |