MCGWX
MFS Growth Allocation-C
$24.17
-0.06 (-0.25%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 6581.346M |
| 52 Week High | 24.24 |
| 52 Week Low | 19.93 |
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Key Data
| Symbol | MCGWX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 24.17 |
| Price Yesterday | 24.23 |
| Market Cap | 6,581.35 |
| YTD Return | 6.71% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0171 |
Overview
| 52 Week High | 24.24 |
|---|---|
| 52 Week Low | 19.93 |
| Market Cap | 6,581.35M |
| Shares Outstanding | 272.29M |
| Income Dividend Yield | 0.86% |
| Long Term Dividend Yield | 1.88% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.74% |
Returns Annualized
| One Day | -46.50% |
|---|---|
| Five Days | 58.61% |
| One Months | 12.22% |
| Three Months | 4.14% |
| Six Months | 16.84% |
| Nine Months | 23.66% |
| One Year | 14.01% |
| Three Years | 1.74% |
| Five Years | 6.98% |
| Ten Years | 6.58% |
| YTD | 13.43% |
| Since Inception | 6.93% |
Returns Total
| One Day | -0.25% |
|---|---|
| Five Days | 0.92% |
| One Month | 0.92% |
| Three Months | 1.00% |
| Six Months | 7.95% |
| Nine Months | 17.05% |
| One Year | 13.99% |
| Three Years | 5.27% |
| Five Years | 39.97% |
| Ten Years | 88.77% |
| YTD | 6.71% |
| Since Inception | 336.05% |
Yearly Returns
| 2024 | 6.71% |
|---|---|
| 2023 | 13.70% |
| 2022 | -16.70% |
| 2021 | 14.84% |
| 2020 | 13.63% |
| 2019 | 25.25% |
| 2018 | -6.55% |
| 2017 | 18.07% |
| 2016 | 6.69% |
| 2015 | -1.62% |
Risk against SP-DA
| Alpha | -7.89% |
|---|---|
| Beta | 0.71 |
| Correlation | 89.87% |
| Downside Deviation | 2.65% |
| Coefficient of determination | 80.77% |
| Standard Deviation | 2.53% |
| Sharpe Ratio | -1.68 |
| Sortino | -5.55 |
| Treynor | 12.19 |
| Ulcer Index | 3.06 |
| Ulcer Performance Index | -4.8 |