MAGJX
MFS Growth Allocation-R4
$24.73
-0.06 (-0.24%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 6583.225M |
| 52 Week High | 24.79 |
| 52 Week Low | 20.254 |
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Key Data
| Symbol | MAGJX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 24.73 |
| Price Yesterday | 24.79 |
| Market Cap | 6,583.23 |
| YTD Return | 7.24% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0071 |
Overview
| 52 Week High | 24.79 |
|---|---|
| 52 Week Low | 20.25 |
| Market Cap | 6,583.23M |
| Shares Outstanding | 266.20M |
| Income Dividend Yield | 1.79% |
| Long Term Dividend Yield | 1.84% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.63% |
Returns Annualized
| One Day | -45.73% |
|---|---|
| Five Days | 60.22% |
| One Months | 13.09% |
| Three Months | 5.09% |
| Six Months | 17.97% |
| Nine Months | 24.88% |
| One Year | 15.11% |
| Three Years | 2.77% |
| Five Years | 8.05% |
| Ten Years | 7.65% |
| YTD | 14.53% |
| Since Inception | 7.64% |
Returns Total
| One Day | -0.24% |
|---|---|
| Five Days | 0.94% |
| One Month | 0.98% |
| Three Months | 1.23% |
| Six Months | 8.46% |
| Nine Months | 17.90% |
| One Year | 15.10% |
| Three Years | 8.49% |
| Five Years | 47.10% |
| Ten Years | 108.66% |
| YTD | 7.24% |
| Since Inception | 311.89% |
Yearly Returns
| 2024 | 7.24% |
|---|---|
| 2023 | 14.89% |
| 2022 | -15.88% |
| 2021 | 16.03% |
| 2020 | 14.72% |
| 2019 | 26.54% |
| 2018 | -5.62% |
| 2017 | 19.22% |
| 2016 | 7.79% |
| 2015 | -0.63% |
Risk against SP-DA
| Alpha | -6.97% |
|---|---|
| Beta | 0.72 |
| Correlation | 90.57% |
| Downside Deviation | 2.63% |
| Coefficient of determination | 82.02% |
| Standard Deviation | 2.54% |
| Sharpe Ratio | -1.54 |
| Sortino | -5.17 |
| Treynor | 13.6 |
| Ulcer Index | 2.96 |
| Ulcer Performance Index | -4.6 |