MAWAX
MFS Aggressive Growth Allocation-R2
$29.43
-0.08 (-0.27%)
Currency in USD / Last Updated: 7/9/2024
| Category | Aggressive |
|---|---|
| Market Cap | 2810.995M |
| 52 Week High | 29.57 |
| 52 Week Low | 23.618 |
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Key Data
| Symbol | MAWAX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 29.43 |
| Price Yesterday | 29.51 |
| Market Cap | 2,811.00 |
| YTD Return | 8.36% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0127 |
Overview
| 52 Week High | 29.57 |
|---|---|
| 52 Week Low | 23.62 |
| Market Cap | 2,811.00M |
| Shares Outstanding | 95.51M |
| Income Dividend Yield | 0.69% |
| Long Term Dividend Yield | 2.14% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.83% |
Returns Annualized
| One Day | -49.58% |
|---|---|
| Five Days | 61.98% |
| One Months | 11.84% |
| Three Months | 4.99% |
| Six Months | 20.70% |
| Nine Months | 26.90% |
| One Year | 16.27% |
| Three Years | 2.92% |
| Five Years | 8.75% |
| Ten Years | 8.20% |
| YTD | 16.85% |
| Since Inception | 7.96% |
Returns Total
| One Day | -0.27% |
|---|---|
| Five Days | 0.96% |
| One Month | 0.89% |
| Three Months | 1.20% |
| Six Months | 9.69% |
| Nine Months | 19.31% |
| One Year | 16.25% |
| Three Years | 8.98% |
| Five Years | 51.93% |
| Ten Years | 119.58% |
| YTD | 8.36% |
| Since Inception | 385.80% |
Yearly Returns
| 2024 | 8.36% |
|---|---|
| 2023 | 15.66% |
| 2022 | -17.29% |
| 2021 | 18.57% |
| 2020 | 15.24% |
| 2019 | 29.30% |
| 2018 | -7.22% |
| 2017 | 22.64% |
| 2016 | 6.92% |
| 2015 | -0.35% |
Risk against SP-DA
| Alpha | -8.23% |
|---|---|
| Beta | 0.82 |
| Correlation | 90.12% |
| Downside Deviation | 2.86% |
| Coefficient of determination | 81.21% |
| Standard Deviation | 2.93% |
| Sharpe Ratio | -1.23 |
| Sortino | -4.35 |
| Treynor | 13.29 |
| Ulcer Index | 3.36 |
| Ulcer Performance Index | -3.7 |