MEGBX
MFS Growth-B
$147.37
-0.04 (-0.03%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 48249.968M |
| 52 Week High | 147.62 |
| 52 Week Low | 99.919 |
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Key Data
| Symbol | MEGBX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 147.37 |
| Price Yesterday | 147.41 |
| Market Cap | 48,249.97 |
| YTD Return | 27.03% |
Expense Details
| Deferred | 0.04 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.016 |
Overview
| 52 Week High | 147.62 |
|---|---|
| 52 Week Low | 99.92 |
| Market Cap | 48,249.97M |
| Shares Outstanding | 327.41M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 5.67% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.67% |
Returns Annualized
| One Day | -6.62% |
|---|---|
| Five Days | 180.28% |
| One Months | 91.86% |
| Three Months | 44.90% |
| Six Months | 63.79% |
| Nine Months | 56.13% |
| One Year | 40.80% |
| Three Years | 7.55% |
| Five Years | 14.81% |
| Ten Years | 14.23% |
| YTD | 59.09% |
| Since Inception | 11.56% |
Returns Total
| One Day | -0.03% |
|---|---|
| Five Days | 2.06% |
| One Month | 5.30% |
| Three Months | 9.54% |
| Six Months | 27.45% |
| Nine Months | 39.13% |
| One Year | 40.76% |
| Three Years | 24.26% |
| Five Years | 99.11% |
| Ten Years | 276.87% |
| YTD | 27.03% |
| Since Inception | 4912.58% |
Yearly Returns
| 2024 | 27.03% |
|---|---|
| 2023 | 34.78% |
| 2022 | -31.84% |
| 2021 | 22.42% |
| 2020 | 30.31% |
| 2019 | 36.32% |
| 2018 | 1.58% |
| 2017 | 29.56% |
| 2016 | 1.44% |
| 2015 | 6.30% |
Risk against SP-DA
| Alpha | 5.76% |
|---|---|
| Beta | 1.27 |
| Correlation | 93.16% |
| Downside Deviation | 3.01% |
| Coefficient of determination | 86.79% |
| Standard Deviation | 4.39% |
| Sharpe Ratio | 0.8 |
| Sortino | 4.01 |
| Treynor | 27.87 |
| Ulcer Index | 2.57 |
| Ulcer Performance Index | 4.71 |