MITBX
MFS MA Investors Trust-B
$37.77
-0.02 (-0.05%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 7029.45M |
| 52 Week High | 37.79 |
| 52 Week Low | 28.215 |
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Key Data
| Symbol | MITBX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 37.77 |
| Price Yesterday | 37.79 |
| Market Cap | 7,029.45 |
| YTD Return | 16.00% |
Expense Details
| Deferred | 0.04 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0146 |
Overview
| 52 Week High | 37.79 |
|---|---|
| 52 Week Low | 28.22 |
| Market Cap | 7,029.45M |
| Shares Outstanding | 186.11M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 9.16% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 9.16% |
Returns Annualized
| One Day | -12.50% |
|---|---|
| Five Days | 118.31% |
| One Months | 43.69% |
| Three Months | 26.78% |
| Six Months | 36.35% |
| Nine Months | 39.34% |
| One Year | 25.68% |
| Three Years | 6.97% |
| Five Years | 11.74% |
| Ten Years | 10.70% |
| YTD | 33.38% |
| Since Inception | 8.87% |
Returns Total
| One Day | -0.05% |
|---|---|
| Five Days | 1.56% |
| One Month | 2.92% |
| Three Months | 6.01% |
| Six Months | 16.47% |
| Nine Months | 27.88% |
| One Year | 25.65% |
| Three Years | 22.28% |
| Five Years | 73.94% |
| Ten Years | 175.71% |
| YTD | 16.00% |
| Since Inception | 1205.57% |
Yearly Returns
| 2024 | 16.00% |
|---|---|
| 2023 | 18.27% |
| 2022 | -16.96% |
| 2021 | 25.88% |
| 2020 | 13.26% |
| 2019 | 30.94% |
| 2018 | -6.06% |
| 2017 | 22.61% |
| 2016 | 7.95% |
| 2015 | -0.49% |
Risk against SP-DA
| Alpha | -1.76% |
|---|---|
| Beta | 0.95 |
| Correlation | 98.81% |
| Downside Deviation | 2.90% |
| Coefficient of determination | 97.64% |
| Standard Deviation | 3.08% |
| Sharpe Ratio | -0.28 |
| Sortino | -1.05 |
| Treynor | 21.47 |
| Ulcer Index | 3.07 |
| Ulcer Performance Index | -0.99 |