MFEJX
MFS Growth-R4
$212.68
-0.06 (-0.03%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 48258.579M |
| 52 Week High | 213.03 |
| 52 Week Low | 143.189 |
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Key Data
| Symbol | MFEJX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 212.68 |
| Price Yesterday | 212.74 |
| Market Cap | 48,258.58 |
| YTD Return | 27.69% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.006 |
Overview
| 52 Week High | 213.03 |
|---|---|
| 52 Week Low | 143.19 |
| Market Cap | 48,258.58M |
| Shares Outstanding | 226.91M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 3.93% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.93% |
Returns Annualized
| One Day | -6.87% |
|---|---|
| Five Days | 182.96% |
| One Months | 93.80% |
| Three Months | 46.37% |
| Six Months | 65.47% |
| Nine Months | 57.71% |
| One Year | 42.22% |
| Three Years | 8.63% |
| Five Years | 15.96% |
| Ten Years | 15.38% |
| YTD | 60.69% |
| Since Inception | 12.99% |
Returns Total
| One Day | -0.03% |
|---|---|
| Five Days | 2.08% |
| One Month | 5.39% |
| Three Months | 9.82% |
| Six Months | 28.09% |
| Nine Months | 40.18% |
| One Year | 42.18% |
| Three Years | 28.03% |
| Five Years | 109.30% |
| Ten Years | 316.42% |
| YTD | 27.69% |
| Since Inception | 945.73% |
Yearly Returns
| 2024 | 27.69% |
|---|---|
| 2023 | 36.13% |
| 2022 | -31.15% |
| 2021 | 23.64% |
| 2020 | 31.63% |
| 2019 | 37.68% |
| 2018 | 2.59% |
| 2017 | 30.88% |
| 2016 | 2.45% |
| 2015 | 7.38% |
Risk against SP-DA
| Alpha | 7.15% |
|---|---|
| Beta | 1.27 |
| Correlation | 93.25% |
| Downside Deviation | 2.95% |
| Coefficient of determination | 86.96% |
| Standard Deviation | 4.39% |
| Sharpe Ratio | 0.89 |
| Sortino | 4.58 |
| Treynor | 28.95 |
| Ulcer Index | 2.5 |
| Ulcer Performance Index | 5.39 |