MAAGX
MFS Aggressive Growth Allocation-A
$30.22
-0.09 (-0.30%)
Currency in USD / Last Updated: 7/9/2024
| Category | Aggressive |
|---|---|
| Market Cap | 2810.617M |
| 52 Week High | 30.36 |
| 52 Week Low | 24.216 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | MAAGX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 30.22 |
| Price Yesterday | 30.31 |
| Market Cap | 2,810.62 |
| YTD Return | 8.47% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0102 |
Overview
| 52 Week High | 30.36 |
|---|---|
| 52 Week Low | 24.22 |
| Market Cap | 2,810.62M |
| Shares Outstanding | 93.01M |
| Income Dividend Yield | 0.91% |
| Long Term Dividend Yield | 2.09% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.99% |
Returns Annualized
| One Day | -52.77% |
|---|---|
| Five Days | 62.66% |
| One Months | 12.46% |
| Three Months | 5.14% |
| Six Months | 20.97% |
| Nine Months | 27.22% |
| One Year | 16.56% |
| Three Years | 3.18% |
| Five Years | 9.02% |
| Ten Years | 8.48% |
| YTD | 17.09% |
| Since Inception | 8.46% |
Returns Total
| One Day | -0.30% |
|---|---|
| Five Days | 0.97% |
| One Month | 0.94% |
| Three Months | 1.24% |
| Six Months | 9.81% |
| Nine Months | 19.54% |
| One Year | 16.54% |
| Three Years | 9.79% |
| Five Years | 53.84% |
| Ten Years | 125.20% |
| YTD | 8.47% |
| Since Inception | 494.65% |
Yearly Returns
| 2024 | 8.47% |
|---|---|
| 2023 | 15.98% |
| 2022 | -17.09% |
| 2021 | 18.89% |
| 2020 | 15.48% |
| 2019 | 29.67% |
| 2018 | -6.97% |
| 2017 | 22.92% |
| 2016 | 7.23% |
| 2015 | -0.14% |
Risk against SP-DA
| Alpha | -7.93% |
|---|---|
| Beta | 0.82 |
| Correlation | 90.09% |
| Downside Deviation | 2.86% |
| Coefficient of determination | 81.16% |
| Standard Deviation | 2.92% |
| Sharpe Ratio | -1.2 |
| Sortino | -4.25 |
| Treynor | 13.66 |
| Ulcer Index | 3.33 |
| Ulcer Performance Index | -3.65 |