MAGWX
MFS Growth Allocation-A
$24.73
-0.05 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 6583.225M |
| 52 Week High | 24.79 |
| 52 Week Low | 20.291 |
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Key Data
| Symbol | MAGWX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 24.73 |
| Price Yesterday | 24.78 |
| Market Cap | 6,583.23 |
| YTD Return | 7.10% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0096 |
Overview
| 52 Week High | 24.79 |
|---|---|
| 52 Week Low | 20.29 |
| Market Cap | 6,583.23M |
| Shares Outstanding | 266.20M |
| Income Dividend Yield | 1.57% |
| Long Term Dividend Yield | 1.84% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.41% |
Returns Annualized
| One Day | -39.92% |
|---|---|
| Five Days | 60.22% |
| One Months | 13.09% |
| Three Months | 4.92% |
| Six Months | 17.76% |
| Nine Months | 24.56% |
| One Year | 14.85% |
| Three Years | 2.51% |
| Five Years | 7.78% |
| Ten Years | 7.38% |
| YTD | 14.24% |
| Since Inception | 7.89% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 0.94% |
| One Month | 0.98% |
| Three Months | 1.19% |
| Six Months | 8.37% |
| Nine Months | 17.68% |
| One Year | 14.83% |
| Three Years | 7.67% |
| Five Years | 45.30% |
| Ten Years | 103.46% |
| YTD | 7.10% |
| Since Inception | 430.57% |
Yearly Returns
| 2024 | 7.10% |
|---|---|
| 2023 | 14.61% |
| 2022 | -16.08% |
| 2021 | 15.70% |
| 2020 | 14.45% |
| 2019 | 26.27% |
| 2018 | -5.87% |
| 2017 | 18.89% |
| 2016 | 7.56% |
| 2015 | -0.87% |
Risk against SP-DA
| Alpha | -7.20% |
|---|---|
| Beta | 0.71 |
| Correlation | 90.30% |
| Downside Deviation | 2.61% |
| Coefficient of determination | 81.55% |
| Standard Deviation | 2.54% |
| Sharpe Ratio | -1.57 |
| Sortino | -5.31 |
| Treynor | 13.26 |
| Ulcer Index | 2.98 |
| Ulcer Performance Index | -4.65 |