OTCBX
MFS MidCap Growth-B
$22.97
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | MidCap Growth |
---|---|
Market Cap | 14852.631M |
52 Week High | 23.16 |
52 Week Low | 17.5 |
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Key Data
Symbol | OTCBX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 22.97 |
Price Yesterday | 22.97 |
Market Cap | 14,852.63 |
YTD Return | 10.27% |
Expense Details
Deferred | 0.04 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0179 |
Overview
52 Week High | 23.16 |
---|---|
52 Week Low | 17.50 |
Market Cap | 14,852.63M |
Shares Outstanding | 646.61M |
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 | 0.00% |
---|---|
Five Days | -34.00% |
One Months | 21.37% |
Three Months | 49.84% |
Six Months | 55.82% |
Nine Months | 24.64% |
One Year | 23.90% |
Three Years | 2.91% |
Five Years | 10.42% |
Ten Years | 10.87% |
YTD | 49.84% |
Since Inception | 8.15% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -0.82% |
One Month | 1.55% |
Three Months | 10.27% |
Six Months | 24.36% |
Nine Months | 17.73% |
One Year | 23.56% |
Three Years | 8.95% |
Five Years | 63.97% |
Ten Years | 179.92% |
YTD | 10.27% |
Since Inception | 939.84% |
Yearly Returns
2024 | 10.27% |
---|---|
2023 | 20.13% |
2022 | -29.08% |
2021 | 12.90% |
2020 | 34.31% |
2019 | 36.50% |
2018 | 0.04% |
2017 | 25.02% |
2016 | 3.59% |
2015 | 3.47% |
Risk against SP-DA
Alpha | -9.48% |
---|---|
Beta | 1.11 |
Correlation | 95.49% |
Downside Deviation | 3.16% |
Coefficient of determination | 91.18% |
Standard Deviation | 3.91% |
Sharpe Ratio | -0.46 |
Sortino | -1.97 |
Treynor | 20.65 |
Ulcer Index | 3.91 |
Ulcer Performance Index | -1.6 |