MIRTX
MFS MA Investors Trust-R2
$36.87
-0.02 (-0.05%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 7029.155M |
| 52 Week High | 36.89 |
| 52 Week Low | 27.453 |
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Key Data
| Symbol | MIRTX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 36.87 |
| Price Yesterday | 36.89 |
| Market Cap | 7,029.16 |
| YTD Return | 16.27% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.005 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0096 |
Overview
| 52 Week High | 36.89 |
|---|---|
| 52 Week Low | 27.45 |
| Market Cap | 7,029.16M |
| Shares Outstanding | 190.65M |
| Income Dividend Yield | 0.59% |
| Long Term Dividend Yield | 9.38% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 9.97% |
Returns Annualized
| One Day | -12.79% |
|---|---|
| Five Days | 119.47% |
| One Months | 43.96% |
| Three Months | 27.39% |
| Six Months | 36.95% |
| Nine Months | 40.02% |
| One Year | 26.28% |
| Three Years | 7.50% |
| Five Years | 12.29% |
| Ten Years | 11.26% |
| YTD | 33.98% |
| Since Inception | 9.87% |
Returns Total
| One Day | -0.05% |
|---|---|
| Five Days | 1.57% |
| One Month | 2.93% |
| Three Months | 6.13% |
| Six Months | 16.71% |
| Nine Months | 28.35% |
| One Year | 26.25% |
| Three Years | 24.10% |
| Five Years | 78.28% |
| Ten Years | 189.74% |
| YTD | 16.27% |
| Since Inception | 597.24% |
Yearly Returns
| 2024 | 16.27% |
|---|---|
| 2023 | 18.86% |
| 2022 | -16.53% |
| 2021 | 26.53% |
| 2020 | 13.80% |
| 2019 | 31.55% |
| 2018 | -5.56% |
| 2017 | 23.19% |
| 2016 | 8.54% |
| 2015 | -0.03% |
Risk against SP-DA
| Alpha | -1.17% |
|---|---|
| Beta | 0.95 |
| Correlation | 98.80% |
| Downside Deviation | 2.86% |
| Coefficient of determination | 97.61% |
| Standard Deviation | 3.08% |
| Sharpe Ratio | -0.23 |
| Sortino | -0.85 |
| Treynor | 22.09 |
| Ulcer Index | 3.02 |
| Ulcer Performance Index | -0.81 |