MAALX
MFS Aggressive Growth Allocation-R4
$30.39
-0.08 (-0.26%)
Currency in USD / Last Updated: 7/9/2024
| Category | Aggressive |
|---|---|
| Market Cap | 2811.47M |
| 52 Week High | 30.52 |
| 52 Week Low | 24.3 |
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Key Data
| Symbol | MAALX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 30.39 |
| Price Yesterday | 30.47 |
| Market Cap | 2,811.47 |
| YTD Return | 8.61% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0077 |
Overview
| 52 Week High | 30.52 |
|---|---|
| 52 Week Low | 24.30 |
| Market Cap | 2,811.47M |
| Shares Outstanding | 92.51M |
| Income Dividend Yield | 1.11% |
| Long Term Dividend Yield | 2.08% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.19% |
Returns Annualized
| One Day | -48.48% |
|---|---|
| Five Days | 62.21% |
| One Months | 12.85% |
| Three Months | 5.54% |
| Six Months | 21.28% |
| Nine Months | 27.56% |
| One Year | 16.89% |
| Three Years | 3.44% |
| Five Years | 9.30% |
| Ten Years | 8.75% |
| YTD | 17.39% |
| Since Inception | 8.21% |
Returns Total
| One Day | -0.26% |
|---|---|
| Five Days | 0.96% |
| One Month | 0.96% |
| Three Months | 1.33% |
| Six Months | 9.95% |
| Nine Months | 19.77% |
| One Year | 16.88% |
| Three Years | 10.62% |
| Five Years | 55.81% |
| Ten Years | 130.84% |
| YTD | 8.61% |
| Since Inception | 356.10% |
Yearly Returns
| 2024 | 8.61% |
|---|---|
| 2023 | 16.30% |
| 2022 | -16.91% |
| 2021 | 19.20% |
| 2020 | 15.79% |
| 2019 | 29.93% |
| 2018 | -6.75% |
| 2017 | 23.27% |
| 2016 | 7.44% |
| 2015 | 0.16% |
Risk against SP-DA
| Alpha | -7.67% |
|---|---|
| Beta | 0.82 |
| Correlation | 90.26% |
| Downside Deviation | 2.85% |
| Coefficient of determination | 81.47% |
| Standard Deviation | 2.93% |
| Sharpe Ratio | -1.16 |
| Sortino | -4.15 |
| Treynor | 14.01 |
| Ulcer Index | 3.31 |
| Ulcer Performance Index | -3.57 |