BRWJX
MFS Blended Research Growth Equity-I
$24.72
0.04 (0.16%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 363.322M |
| 52 Week High | 24.72 |
| 52 Week Low | 16.468 |
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Key Data
| Symbol | BRWJX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 24.72 |
| Price Yesterday | 24.68 |
| Market Cap | 363.32 |
| YTD Return | 27.23% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0049 |
Overview
| 52 Week High | 24.72 |
|---|---|
| 52 Week Low | 16.47 |
| Market Cap | 363.32M |
| Shares Outstanding | 14.70M |
| Income Dividend Yield | 0.48% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.48% |
Returns Annualized
| One Day | 50.45% |
|---|---|
| Five Days | 238.28% |
| One Months | 131.29% |
| Three Months | 60.09% |
| Six Months | 64.24% |
| Nine Months | 59.71% |
| One Year | 42.02% |
| Three Years | 11.16% |
| Five Years | 18.29% |
| Ten Years | -999 |
| YTD | 59.56% |
| Since Inception | 15.93% |
Returns Total
| One Day | 0.16% |
|---|---|
| Five Days | 2.45% |
| One Month | 6.87% |
| Three Months | 12.26% |
| Six Months | 27.62% |
| Nine Months | 41.49% |
| One Year | 41.97% |
| Three Years | 37.15% |
| Five Years | 131.07% |
| Ten Years | -999 |
| YTD | 27.23% |
| Since Inception | 266.71% |
Yearly Returns
| 2024 | 27.23% |
|---|---|
| 2023 | 41.06% |
| 2022 | -29.76% |
| 2021 | 29.02% |
| 2020 | 30.71% |
| 2019 | 32.39% |
| 2018 | -4.82% |
| 2017 | 26.92% |
| 2016 | 6.61% |
| 2015 | 1.17% |
Risk against SP-DA
| Alpha | 7.01% |
|---|---|
| Beta | 1.27 |
| Correlation | 96.12% |
| Downside Deviation | 2.96% |
| Coefficient of determination | 92.39% |
| Standard Deviation | 4.25% |
| Sharpe Ratio | 0.9 |
| Sortino | 4.5 |
| Treynor | 28.86 |
| Ulcer Index | 2.76 |
| Ulcer Performance Index | 4.83 |