MVCJX
MFS MidCap Value-R4
$31.29
0.00 (0.00%)
Currency in USD / Last Updated: 4/26/2024
Category | MidCap Value |
---|---|
Market Cap | 16503.004M |
52 Week High | 32.67 |
52 Week Low | 25.505 |
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Key Data
Symbol | MVCJX |
---|---|
Type | Mutual Fund |
Category | MidCap Value |
Price | 31.29 |
Price Yesterday | 31.29 |
Market Cap | 16,503.00 |
YTD Return | 4.33% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0074 |
Overview
52 Week High | 32.67 |
---|---|
52 Week Low | 25.51 |
Market Cap | 16,503.00M |
Shares Outstanding | 527.42M |
Income Dividend Yield | 1.44% |
Long Term Dividend Yield | 1.38% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.82% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 129.12% |
One Months | -21.28% |
Three Months | 22.56% |
Six Months | 47.41% |
Nine Months | 9.36% |
One Year | 19.08% |
Three Years | 5.85% |
Five Years | 10.00% |
Ten Years | 8.92% |
YTD | 14.13% |
Since Inception | 8.84% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 1.66% |
One Month | -2.07% |
Three Months | 5.21% |
Six Months | 21.20% |
Nine Months | 6.97% |
One Year | 19.05% |
Three Years | 18.58% |
Five Years | 60.89% |
Ten Years | 134.61% |
YTD | 4.33% |
Since Inception | 401.52% |
Yearly Returns
2024 | 4.33% |
---|---|
2023 | 12.78% |
2022 | -8.74% |
2021 | 30.83% |
2020 | 4.24% |
2019 | 30.90% |
2018 | -11.44% |
2017 | 13.66% |
2016 | 15.70% |
2015 | -2.31% |
Risk against SP-DA
Alpha | -9.59% |
---|---|
Beta | 1.04 |
Correlation | 92.43% |
Downside Deviation | 3.18% |
Coefficient of determination | 85.43% |
Standard Deviation | 3.84% |
Sharpe Ratio | -0.65 |
Sortino | -2.73 |
Treynor | 13.15 |
Ulcer Index | 4.51 |
Ulcer Performance Index | -1.92 |