BRWAX
MFS Blended Research Growth Equity-A
$24.46
0.04 (0.16%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 363.395M |
| 52 Week High | 24.46 |
| 52 Week Low | 16.32 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | BRWAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 24.46 |
| Price Yesterday | 24.42 |
| Market Cap | 363.40 |
| YTD Return | 27.06% |
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 | 24.46 |
|---|---|
| 52 Week Low | 16.32 |
| Market Cap | 363.40M |
| Shares Outstanding | 14.86M |
| Income Dividend Yield | 0.43% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.43% |
Returns Annualized
| One Day | 51.11% |
|---|---|
| Five Days | 242.74% |
| One Months | 130.87% |
| Three Months | 59.74% |
| Six Months | 63.82% |
| Nine Months | 59.37% |
| One Year | 41.73% |
| Three Years | 10.86% |
| Five Years | 17.99% |
| Ten Years | -999 |
| YTD | 59.17% |
| Since Inception | 15.64% |
Returns Total
| One Day | 0.16% |
|---|---|
| Five Days | 2.47% |
| One Month | 6.86% |
| Three Months | 12.20% |
| Six Months | 27.46% |
| Nine Months | 41.27% |
| One Year | 41.68% |
| Three Years | 36.05% |
| Five Years | 128.19% |
| Ten Years | -999 |
| YTD | 27.06% |
| Since Inception | 258.55% |
Yearly Returns
| 2024 | 27.06% |
|---|---|
| 2023 | 40.78% |
| 2022 | -29.97% |
| 2021 | 28.64% |
| 2020 | 30.47% |
| 2019 | 32.00% |
| 2018 | -5.10% |
| 2017 | 26.56% |
| 2016 | 6.38% |
| 2015 | 1.11% |
Risk against SP-DA
| Alpha | 6.68% |
|---|---|
| Beta | 1.27 |
| Correlation | 96.04% |
| Downside Deviation | 2.95% |
| Coefficient of determination | 92.25% |
| Standard Deviation | 4.26% |
| Sharpe Ratio | 0.88 |
| Sortino | 4.41 |
| Treynor | 28.59 |
| Ulcer Index | 2.76 |
| Ulcer Performance Index | 4.72 |