OTCKX
MFS MidCap Growth-R6
$30.64
0.50 (1.66%)
Currency in USD / Last Updated: 4/23/2024
Category | MidCap Growth |
---|---|
Market Cap | 13885.312M |
52 Week High | 32.57 |
52 Week Low | 24.5 |
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Key Data
Symbol | OTCKX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 30.64 |
Price Yesterday | 30.14 |
Market Cap | 13,885.31 |
YTD Return | 4.86% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0066 |
Overview
52 Week High | 32.57 |
---|---|
52 Week Low | 24.50 |
Market Cap | 13,885.31M |
Shares Outstanding | 453.18M |
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 | 6,245.40% |
---|---|
Five Days | -23.11% |
One Months | -48.49% |
Three Months | 12.07% |
Six Months | 50.03% |
Nine Months | 14.06% |
One Year | 18.41% |
Three Years | -0.06% |
Five Years | 9.61% |
Ten Years | 11.66% |
YTD | 16.59% |
Since Inception | 13.06% |
Returns Total
One Day | 1.66% |
---|---|
Five Days | -0.52% |
One Month | -5.37% |
Three Months | 2.89% |
Six Months | 22.27% |
Nine Months | 10.41% |
One Year | 18.39% |
Three Years | -0.17% |
Five Years | 58.07% |
Ten Years | 200.66% |
YTD | 4.86% |
Since Inception | 299.11% |
Yearly Returns
2024 | 4.86% |
---|---|
2023 | 21.50% |
2022 | -28.29% |
2021 | 14.17% |
2020 | 35.80% |
2019 | 37.93% |
2018 | 1.21% |
2017 | 26.38% |
2016 | 4.76% |
2015 | 4.59% |
Risk against SP-DA
Alpha | -8.76% |
---|---|
Beta | 1.13 |
Correlation | 96.44% |
Downside Deviation | 3.30% |
Coefficient of determination | 93.01% |
Standard Deviation | 4.03% |
Sharpe Ratio | -0.44 |
Sortino | -1.88 |
Treynor | 11.51 |
Ulcer Index | 3.98 |
Ulcer Performance Index | -1.56 |