BRUDX
MFS Blended Research Value Equity-A
$16.36
0.01 (0.06%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 295.329M |
| 52 Week High | 16.77 |
| 52 Week Low | 12.955 |
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Key Data
| Symbol | BRUDX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 16.36 |
| Price Yesterday | 16.35 |
| Market Cap | 295.33 |
| YTD Return | 8.42% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0074 |
Overview
| 52 Week High | 16.77 |
|---|---|
| 52 Week Low | 12.96 |
| Market Cap | 295.33M |
| Shares Outstanding | 18.05M |
| Income Dividend Yield | 1.12% |
| Long Term Dividend Yield | 1.95% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.06% |
Returns Annualized
| One Day | 16.68% |
|---|---|
| Five Days | 16.70% |
| One Months | 0.00% |
| Three Months | -3.88% |
| Six Months | 18.03% |
| Nine Months | 30.00% |
| One Year | 19.11% |
| Three Years | 7.73% |
| Five Years | 10.25% |
| Ten Years | -999 |
| YTD | 16.98% |
| Since Inception | 9.91% |
Returns Total
| One Day | 0.06% |
|---|---|
| Five Days | 0.31% |
| One Month | 0.00% |
| Three Months | -0.97% |
| Six Months | 8.49% |
| Nine Months | 21.47% |
| One Year | 19.09% |
| Three Years | 24.90% |
| Five Years | 62.69% |
| Ten Years | -999 |
| YTD | 8.42% |
| Since Inception | 129.36% |
Yearly Returns
| 2024 | 8.42% |
|---|---|
| 2023 | 14.27% |
| 2022 | -4.37% |
| 2021 | 25.90% |
| 2020 | 1.44% |
| 2019 | 22.99% |
| 2018 | -8.58% |
| 2017 | 16.37% |
| 2016 | 13.85% |
| 2015 | 1.75% |
Risk against SP-DA
| Alpha | -3.63% |
|---|---|
| Beta | 0.74 |
| Correlation | 80.49% |
| Downside Deviation | 2.52% |
| Coefficient of determination | 64.79% |
| Standard Deviation | 2.97% |
| Sharpe Ratio | -0.93 |
| Sortino | -3.81 |
| Treynor | 18.45 |
| Ulcer Index | 3.17 |
| Ulcer Performance Index | -3.03 |