BRSJX
MFS Blended Research SmallCap Equity-I
$14.86
-0.05 (-0.34%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap |
|---|---|
| Market Cap | 329.489M |
| 52 Week High | 15.77 |
| 52 Week Low | 12.295 |
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Key Data
| Symbol | BRSJX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap |
| Price | 14.86 |
| Price Yesterday | 14.91 |
| Market Cap | 329.49 |
| YTD Return | -2.30% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0074 |
Overview
| 52 Week High | 15.77 |
|---|---|
| 52 Week Low | 12.30 |
| Market Cap | 329.49M |
| Shares Outstanding | 22.17M |
| Income Dividend Yield | 0.79% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.79% |
Returns Annualized
| One Day | -57.14% |
|---|---|
| Five Days | -23.73% |
| One Months | -15.52% |
| Three Months | -17.51% |
| Six Months | -0.55% |
| Nine Months | 18.56% |
| One Year | 8.84% |
| Three Years | 0.00% |
| Five Years | 5.95% |
| Ten Years | -999 |
| YTD | -4.42% |
| Since Inception | 8.21% |
Returns Total
| One Day | -0.34% |
|---|---|
| Five Days | -0.54% |
| One Month | -1.33% |
| Three Months | -4.62% |
| Six Months | -0.27% |
| Nine Months | 13.45% |
| One Year | 8.83% |
| Three Years | -0.01% |
| Five Years | 33.39% |
| Ten Years | -999 |
| YTD | -2.30% |
| Since Inception | 100.11% |
Yearly Returns
| 2024 | -2.30% |
|---|---|
| 2023 | 18.82% |
| 2022 | -18.41% |
| 2021 | 29.02% |
| 2020 | 2.07% |
| 2019 | 26.22% |
| 2018 | -5.38% |
| 2017 | 13.80% |
| 2016 | 20.28% |
| 2015 | -1.87% |
Risk against SP-DA
| Alpha | -21.98% |
|---|---|
| Beta | 1.09 |
| Correlation | 69.56% |
| Downside Deviation | 3.49% |
| Coefficient of determination | 48.38% |
| Standard Deviation | 5.04% |
| Sharpe Ratio | -1.14 |
| Sortino | -5.69 |
| Treynor | 3.18 |
| Ulcer Index | 5.68 |
| Ulcer Performance Index | -3.5 |