BRSWX
MFS Blended Research Small Cap Equi\Disc
$15.23
0.00 (0.00%)
Currency in USD / Last Updated: 11/15/2022
| Category | Small Blend |
|---|---|
| Market Cap | 362.963M |
| 52 Week High | 16.369 |
| 52 Week Low | 14.08 |
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Key Data
| Symbol | BRSWX |
|---|---|
| Type | Mutual Fund |
| Category | Small Blend |
| Price | 15.23 |
| Price Yesterday | 15.23 |
| Market Cap | 362.96 |
| YTD Return | -3.85% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0179 |
Overview
| 52 Week High | 16.37 |
|---|---|
| 52 Week Low | 14.08 |
| Market Cap | 362.96M |
| Shares Outstanding | 23.83M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 9.53% |
| Short Term Dividend Yield | 4.30% |
| 52 Week Yield (All) | 13.83% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 0.00% |
| Nine Months | 0.53% |
| One Year | -6.82% |
| Three Years | 9.22% |
| Five Years | 9.15% |
| Ten Years | 6.03% |
| YTD | -4.40% |
| Since Inception | 9.84% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 0.00% |
| Nine Months | 0.40% |
| One Year | -6.81% |
| Three Years | 30.19% |
| Five Years | 54.73% |
| Ten Years | 79.37% |
| YTD | -3.85% |
| Since Inception | 79.37% |
Yearly Returns
| 2022 | -3.85% |
|---|---|
| 2021 | 28.25% |
| 2020 | 1.00% |
| 2019 | 24.89% |
| 2018 | -6.42% |
| 2017 | 12.59% |
| 2016 | 9.46% |
| 2015 | 0.00% |
| 2014 | 0.00% |
| 2013 | 0.00% |
Risk against SP-DA
| Alpha | -7.53% |
|---|---|
| Beta | 0.01 |
| Correlation | 2.29% |
| Downside Deviation | 5.24% |
| Coefficient of determination | 0.05% |
| Standard Deviation | 4.15% |
| Sharpe Ratio | 0.46 |
| Sortino | 1.26 |
| Treynor | -566.2 |
| Ulcer Index | 7.36 |
| Ulcer Performance Index | 0.9 |