EAMTX
MFS MA Investors Tr-529A\DISC
$33.54
0.00 (0.00%)
Currency in USD / Last Updated: 11/15/2022
| Category | Large Blend |
|---|---|
| Market Cap | 6185.011M |
| 52 Week High | 40.35 |
| 52 Week Low | 33.43 |
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Key Data
| Symbol | EAMTX |
|---|---|
| Type | Mutual Fund |
| Category | Large Blend |
| Price | 33.54 |
| Price Yesterday | 33.54 |
| Market Cap | 6,185.01 |
| YTD Return | -16.65% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0075 |
Overview
| 52 Week High | 40.35 |
|---|---|
| 52 Week Low | 33.43 |
| Market Cap | 6,185.01M |
| Shares Outstanding | 184.41M |
| Income Dividend Yield | 0.42% |
| Long Term Dividend Yield | 8.11% |
| Short Term Dividend Yield | 0.89% |
| 52 Week Yield (All) | 9.41% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | -4.26% |
| Nine Months | -14.11% |
| One Year | -16.28% |
| Three Years | 7.94% |
| Five Years | 9.45% |
| Ten Years | 12.14% |
| YTD | -18.85% |
| Since Inception | 8.86% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | -2.19% |
| Nine Months | -10.77% |
| One Year | -16.27% |
| Three Years | 25.71% |
| Five Years | 56.87% |
| Ten Years | 213.81% |
| YTD | -16.65% |
| Since Inception | 456.13% |
Yearly Returns
| 2022 | -16.65% |
|---|---|
| 2021 | 26.80% |
| 2020 | 14.06% |
| 2019 | 31.84% |
| 2018 | -5.37% |
| 2017 | 23.47% |
| 2016 | 8.76% |
| 2015 | 0.19% |
| 2014 | 10.96% |
| 2013 | 31.86% |
Risk against SP-DA
| Alpha | -12.46% |
|---|---|
| Beta | 0.33 |
| Correlation | 53.33% |
| Downside Deviation | 4.95% |
| Coefficient of determination | 28.44% |
| Standard Deviation | 4.31% |
| Sharpe Ratio | -0.19 |
| Sortino | -0.58 |
| Treynor | -52.06 |
| Ulcer Index | 13.16 |
| Ulcer Performance Index | -0.22 |