MGALX
MFS Growth Allocation-R2
$24.02
-0.06 (-0.25%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 6581.576M |
| 52 Week High | 24.08 |
| 52 Week Low | 19.737 |
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Key Data
| Symbol | MGALX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 24.02 |
| Price Yesterday | 24.08 |
| Market Cap | 6,581.58 |
| YTD Return | 6.99% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0121 |
Overview
| 52 Week High | 24.08 |
|---|---|
| 52 Week Low | 19.74 |
| Market Cap | 6,581.58M |
| Shares Outstanding | 274.00M |
| Income Dividend Yield | 1.35% |
| Long Term Dividend Yield | 1.89% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.24% |
Returns Annualized
| One Day | -46.70% |
|---|---|
| Five Days | 59.07% |
| One Months | 12.31% |
| Three Months | 4.71% |
| Six Months | 17.39% |
| Nine Months | 24.30% |
| One Year | 14.54% |
| Three Years | 2.25% |
| Five Years | 7.51% |
| Ten Years | 7.12% |
| YTD | 14.02% |
| Since Inception | 7.35% |
Returns Total
| One Day | -0.25% |
|---|---|
| Five Days | 0.92% |
| One Month | 0.92% |
| Three Months | 1.14% |
| Six Months | 8.20% |
| Nine Months | 17.50% |
| One Year | 14.52% |
| Three Years | 6.88% |
| Five Years | 43.46% |
| Ten Years | 98.50% |
| YTD | 6.99% |
| Since Inception | 332.33% |
Yearly Returns
| 2024 | 6.99% |
|---|---|
| 2023 | 14.25% |
| 2022 | -16.28% |
| 2021 | 15.45% |
| 2020 | 14.19% |
| 2019 | 25.91% |
| 2018 | -6.09% |
| 2017 | 18.59% |
| 2016 | 7.27% |
| 2015 | -1.12% |
Risk against SP-DA
| Alpha | -7.39% |
|---|---|
| Beta | 0.71 |
| Correlation | 90.17% |
| Downside Deviation | 2.63% |
| Coefficient of determination | 81.31% |
| Standard Deviation | 2.53% |
| Sharpe Ratio | -1.62 |
| Sortino | -5.39 |
| Treynor | 12.91 |
| Ulcer Index | 3 |
| Ulcer Performance Index | -4.72 |