BRWVX
MFS Blended Research Growth Equity-R6
$24.78
0.04 (0.16%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 363.307M |
| 52 Week High | 24.78 |
| 52 Week Low | 16.496 |
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Key Data
| Symbol | BRWVX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 24.78 |
| Price Yesterday | 24.74 |
| Market Cap | 363.31 |
| YTD Return | 27.27% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0043 |
Overview
| 52 Week High | 24.78 |
|---|---|
| 52 Week Low | 16.50 |
| Market Cap | 363.31M |
| Shares Outstanding | 14.66M |
| Income Dividend Yield | 0.54% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.54% |
Returns Annualized
| One Day | 50.31% |
|---|---|
| Five Days | 244.38% |
| One Months | 132.06% |
| Three Months | 60.19% |
| Six Months | 64.36% |
| Nine Months | 59.88% |
| One Year | 42.14% |
| Three Years | 11.24% |
| Five Years | 18.39% |
| Ten Years | -999 |
| YTD | 59.67% |
| Since Inception | 16.02% |
Returns Total
| One Day | 0.16% |
|---|---|
| Five Days | 2.48% |
| One Month | 6.90% |
| Three Months | 12.28% |
| Six Months | 27.67% |
| Nine Months | 41.61% |
| One Year | 42.09% |
| Three Years | 37.44% |
| Five Years | 132.04% |
| Ten Years | -999 |
| YTD | 27.27% |
| Since Inception | 269.19% |
Yearly Returns
| 2024 | 27.27% |
|---|---|
| 2023 | 41.14% |
| 2022 | -29.69% |
| 2021 | 29.09% |
| 2020 | 30.94% |
| 2019 | 32.48% |
| 2018 | -4.84% |
| 2017 | 27.16% |
| 2016 | 6.55% |
| 2015 | 1.25% |
Risk against SP-DA
| Alpha | 7.19% |
|---|---|
| Beta | 1.27 |
| Correlation | 96.10% |
| Downside Deviation | 2.98% |
| Coefficient of determination | 92.36% |
| Standard Deviation | 4.24% |
| Sharpe Ratio | 0.91 |
| Sortino | 4.51 |
| Treynor | 29.01 |
| Ulcer Index | 2.74 |
| Ulcer Performance Index | 4.9 |