MAAFX
MFS Aggressive Growth Allocation-R1
$28.61
-0.09 (-0.31%)
Currency in USD / Last Updated: 7/9/2024
| Category | Aggressive |
|---|---|
| Market Cap | 2810.42M |
| 52 Week High | 28.78 |
| 52 Week Low | 23.042 |
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Key Data
| Symbol | MAAFX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 28.61 |
| Price Yesterday | 28.7 |
| Market Cap | 2,810.42 |
| YTD Return | 8.04% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0177 |
Overview
| 52 Week High | 28.78 |
|---|---|
| 52 Week Low | 23.04 |
| Market Cap | 2,810.42M |
| Shares Outstanding | 98.23M |
| Income Dividend Yield | 0.32% |
| Long Term Dividend Yield | 2.20% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.53% |
Returns Annualized
| One Day | -54.72% |
|---|---|
| Five Days | 58.50% |
| One Months | 11.21% |
| Three Months | 4.38% |
| Six Months | 20.07% |
| Nine Months | 26.22% |
| One Year | 15.68% |
| Three Years | 2.40% |
| Five Years | 8.20% |
| Ten Years | 7.67% |
| YTD | 16.20% |
| Since Inception | 7.13% |
Returns Total
| One Day | -0.31% |
|---|---|
| Five Days | 0.92% |
| One Month | 0.85% |
| Three Months | 1.06% |
| Six Months | 9.41% |
| Nine Months | 18.84% |
| One Year | 15.66% |
| Three Years | 7.34% |
| Five Years | 48.16% |
| Ten Years | 108.89% |
| YTD | 8.04% |
| Since Inception | 275.61% |
Yearly Returns
| 2024 | 8.04% |
|---|---|
| 2023 | 15.12% |
| 2022 | -17.73% |
| 2021 | 18.00% |
| 2020 | 14.64% |
| 2019 | 28.63% |
| 2018 | -7.63% |
| 2017 | 21.98% |
| 2016 | 6.43% |
| 2015 | -0.89% |
Risk against SP-DA
| Alpha | -8.70% |
|---|---|
| Beta | 0.81 |
| Correlation | 89.53% |
| Downside Deviation | 2.87% |
| Coefficient of determination | 80.15% |
| Standard Deviation | 2.93% |
| Sharpe Ratio | -1.29 |
| Sortino | -4.55 |
| Treynor | 12.65 |
| Ulcer Index | 3.41 |
| Ulcer Performance Index | -3.83 |