OTCAX
MFS MidCap Growth-A
$27.59
-0.29 (-1.04%)
Currency in USD / Last Updated: 4/18/2024
Category | MidCap Growth |
---|---|
Market Cap | 13856.691M |
52 Week High | 29.78 |
52 Week Low | 22.44 |
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Key Data
Symbol | OTCAX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 27.59 |
Price Yesterday | 27.88 |
Market Cap | 13,856.69 |
YTD Return | 3.18% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.0575 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0104 |
Overview
52 Week High | 29.78 |
---|---|
52 Week Low | 22.44 |
Market Cap | 13,856.69M |
Shares Outstanding | 502.24M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.00% |
Returns Annualized
One Day | -92.85% |
---|---|
Five Days | -93.08% |
One Months | -46.78% |
Three Months | 14.20% |
Six Months | 38.24% |
Nine Months | 9.99% |
One Year | 16.23% |
Three Years | -0.61% |
Five Years | 9.24% |
Ten Years | 11.17% |
YTD | 11.10% |
Since Inception | 8.50% |
Returns Total
One Day | -1.04% |
---|---|
Five Days | -5.16% |
One Month | -5.35% |
Three Months | 3.37% |
Six Months | 17.40% |
Nine Months | 7.44% |
One Year | 16.22% |
Three Years | -1.81% |
Five Years | 55.41% |
Ten Years | 187.61% |
YTD | 3.18% |
Since Inception | 1,086.67% |
Yearly Returns
2024 | 3.18% |
---|---|
2023 | 21.00% |
2022 | -28.53% |
2021 | 13.74% |
2020 | 35.32% |
2019 | 37.43% |
2018 | 0.85% |
2017 | 25.99% |
2016 | 4.34% |
2015 | 4.21% |
Risk against SP-DA
Alpha | -8.39% |
---|---|
Beta | 1.12 |
Correlation | 95.83% |
Downside Deviation | 3.15% |
Coefficient of determination | 91.84% |
Standard Deviation | 3.98% |
Sharpe Ratio | -0.46 |
Sortino | -2 |
Treynor | 9.68 |
Ulcer Index | 3.94 |
Ulcer Performance Index | -1.6 |