MIAGX
MFS Aggressive Growth Allocation-I
$30.91
-0.09 (-0.29%)
Currency in USD / Last Updated: 7/9/2024
| Category | Aggressive |
|---|---|
| Market Cap | 2810.303M |
| 52 Week High | 31.05 |
| 52 Week Low | 24.729 |
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Key Data
| Symbol | MIAGX |
|---|---|
| Type | Mutual Fund |
| Category | Aggressive |
| Price | 30.91 |
| Price Yesterday | 31 |
| Market Cap | 2,810.30 |
| YTD Return | 8.61% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0077 |
Overview
| 52 Week High | 31.05 |
|---|---|
| 52 Week Low | 24.73 |
| Market Cap | 2,810.30M |
| Shares Outstanding | 90.92M |
| Income Dividend Yield | 1.10% |
| Long Term Dividend Yield | 2.04% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.14% |
Returns Annualized
| One Day | -51.97% |
|---|---|
| Five Days | 60.89% |
| One Months | 12.16% |
| Three Months | 5.44% |
| Six Months | 21.22% |
| Nine Months | 27.52% |
| One Year | 16.84% |
| Three Years | 3.43% |
| Five Years | 9.30% |
| Ten Years | 8.75% |
| YTD | 17.38% |
| Since Inception | 8.56% |
Returns Total
| One Day | -0.29% |
|---|---|
| Five Days | 0.95% |
| One Month | 0.91% |
| Three Months | 1.31% |
| Six Months | 9.92% |
| Nine Months | 19.75% |
| One Year | 16.82% |
| Three Years | 10.59% |
| Five Years | 55.78% |
| Ten Years | 130.90% |
| YTD | 8.61% |
| Since Inception | 507.87% |
Yearly Returns
| 2024 | 8.61% |
|---|---|
| 2023 | 16.27% |
| 2022 | -16.90% |
| 2021 | 19.16% |
| 2020 | 15.80% |
| 2019 | 29.96% |
| 2018 | -6.74% |
| 2017 | 23.22% |
| 2016 | 7.51% |
| 2015 | 0.11% |
Risk against SP-DA
| Alpha | -7.71% |
|---|---|
| Beta | 0.82 |
| Correlation | 90.18% |
| Downside Deviation | 2.84% |
| Coefficient of determination | 81.32% |
| Standard Deviation | 2.93% |
| Sharpe Ratio | -1.17 |
| Sortino | -4.18 |
| Treynor | 13.95 |
| Ulcer Index | 3.31 |
| Ulcer Performance Index | -3.59 |