BMSYX
MFS Blended Research MidCap Equity-R6
$14.23
-0.02 (-0.14%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap |
|---|---|
| Market Cap | 712.784M |
| 52 Week High | 14.8 |
| 52 Week Low | 10.788 |
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Key Data
| Symbol | BMSYX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap |
| Price | 14.23 |
| Price Yesterday | 14.25 |
| Market Cap | 712.78 |
| YTD Return | 8.63% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0052 |
Overview
| 52 Week High | 14.80 |
|---|---|
| 52 Week Low | 10.79 |
| Market Cap | 712.78M |
| Shares Outstanding | 50.09M |
| Income Dividend Yield | 1.09% |
| Long Term Dividend Yield | 1.13% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.22% |
Returns Annualized
| One Day | -29.83% |
|---|---|
| Five Days | -6.84% |
| One Months | -3.48% |
| Three Months | -8.65% |
| Six Months | 20.57% |
| Nine Months | 34.04% |
| One Year | 19.10% |
| Three Years | 6.52% |
| Five Years | 10.81% |
| Ten Years | -999 |
| YTD | 17.42% |
| Since Inception | 10.98% |
Returns Total
| One Day | -0.14% |
|---|---|
| Five Days | -0.14% |
| One Month | -0.28% |
| Three Months | -2.20% |
| Six Months | 9.63% |
| Nine Months | 24.26% |
| One Year | 19.08% |
| Three Years | 20.76% |
| Five Years | 66.82% |
| Ten Years | -999 |
| YTD | 8.63% |
| Since Inception | 126.77% |
Yearly Returns
| 2024 | 8.63% |
|---|---|
| 2023 | 19.81% |
| 2022 | -13.62% |
| 2021 | 26.85% |
| 2020 | 10.60% |
| 2019 | 30.26% |
| 2018 | -11.00% |
| 2017 | 19.06% |
| 2016 | 4.18% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -9.27% |
|---|---|
| Beta | 0.99 |
| Correlation | 80.58% |
| Downside Deviation | 3.32% |
| Coefficient of determination | 64.92% |
| Standard Deviation | 3.93% |
| Sharpe Ratio | -0.71 |
| Sortino | -2.9 |
| Treynor | 13.92 |
| Ulcer Index | 4.21 |
| Ulcer Performance Index | -2.28 |