MFRJX
MFS Research-R4
$60.48
-0.10 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 8086.841M |
| 52 Week High | 60.61 |
| 52 Week Low | 45.834 |
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Key Data
| Symbol | MFRJX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 60.48 |
| Price Yesterday | 60.58 |
| Market Cap | 8,086.84 |
| YTD Return | 13.47% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0055 |
Overview
| 52 Week High | 60.61 |
|---|---|
| 52 Week Low | 45.83 |
| Market Cap | 8,086.84M |
| Shares Outstanding | 133.71M |
| Income Dividend Yield | 0.71% |
| Long Term Dividend Yield | 5.40% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 6.10% |
Returns Annualized
| One Day | -34.08% |
|---|---|
| Five Days | 79.92% |
| One Months | 39.34% |
| Three Months | 15.06% |
| Six Months | 31.01% |
| Nine Months | 36.94% |
| One Year | 24.89% |
| Three Years | 7.50% |
| Five Years | 12.82% |
| Ten Years | 11.91% |
| YTD | 27.79% |
| Since Inception | 10.37% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 1.17% |
| One Month | 2.67% |
| Three Months | 3.51% |
| Six Months | 14.20% |
| Nine Months | 26.25% |
| One Year | 24.86% |
| Three Years | 24.11% |
| Five Years | 82.48% |
| Ten Years | 207.30% |
| YTD | 13.47% |
| Since Inception | 566.89% |
Yearly Returns
| 2024 | 13.47% |
|---|---|
| 2023 | 22.77% |
| 2022 | -17.05% |
| 2021 | 25.03% |
| 2020 | 16.91% |
| 2019 | 33.43% |
| 2018 | -4.25% |
| 2017 | 23.65% |
| 2016 | 9.01% |
| 2015 | 1.11% |
Risk against SP-DA
| Alpha | -3.15% |
|---|---|
| Beta | 0.97 |
| Correlation | 97.68% |
| Downside Deviation | 2.88% |
| Coefficient of determination | 95.42% |
| Standard Deviation | 3.20% |
| Sharpe Ratio | -0.35 |
| Sortino | -1.33 |
| Treynor | 20.1 |
| Ulcer Index | 2.85 |
| Ulcer Performance Index | -1.34 |