OTCIX
MFS MidCap Growth-I
$30.37
0.12 (0.40%)
Currency in USD / Last Updated: 4/24/2024
Category | MidCap Growth |
---|---|
Market Cap | 13943.748M |
52 Week High | 32.15 |
52 Week Low | 24.2 |
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Key Data
Symbol | OTCIX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 30.37 |
Price Yesterday | 30.25 |
Market Cap | 13,943.75 |
YTD Return | 5.27% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0079 |
Overview
52 Week High | 32.15 |
---|---|
52 Week Low | 24.20 |
Market Cap | 13,943.75M |
Shares Outstanding | 459.13M |
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 | 171.47% |
---|---|
Five Days | 54.31% |
One Months | -44.49% |
Three Months | 16.08% |
Six Months | 49.90% |
Nine Months | 15.20% |
One Year | 18.51% |
Three Years | -0.05% |
Five Years | 9.53% |
Ten Years | 11.60% |
YTD | 17.82% |
Since Inception | 7.95% |
Returns Total
One Day | 0.40% |
---|---|
Five Days | 0.86% |
One Month | -5.00% |
Three Months | 3.79% |
Six Months | 22.21% |
Nine Months | 11.25% |
One Year | 18.49% |
Three Years | -0.14% |
Five Years | 57.52% |
Ten Years | 198.89% |
YTD | 5.27% |
Since Inception | 655.66% |
Yearly Returns
2024 | 5.27% |
---|---|
2023 | 21.27% |
2022 | -28.34% |
2021 | 14.02% |
2020 | 35.67% |
2019 | 37.82% |
2018 | 1.10% |
2017 | 26.29% |
2016 | 4.62% |
2015 | 4.47% |
Risk against SP-DA
Alpha | -8.69% |
---|---|
Beta | 1.14 |
Correlation | 96.86% |
Downside Deviation | 3.33% |
Coefficient of determination | 93.82% |
Standard Deviation | 4.03% |
Sharpe Ratio | -0.43 |
Sortino | -1.81 |
Treynor | 11.53 |
Ulcer Index | 4 |
Ulcer Performance Index | -1.51 |