MITDX
MFS MA Investors Trust-R4
$40.61
-0.02 (-0.05%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 7030.119M |
| 52 Week High | 40.63 |
| 52 Week Low | 30.133 |
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Key Data
| Symbol | MITDX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 40.61 |
| Price Yesterday | 40.63 |
| Market Cap | 7,030.12 |
| YTD Return | 16.59% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0046 |
Overview
| 52 Week High | 40.63 |
|---|---|
| 52 Week Low | 30.13 |
| Market Cap | 7,030.12M |
| Shares Outstanding | 173.11M |
| Income Dividend Yield | 0.96% |
| Long Term Dividend Yield | 8.52% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 9.47% |
Returns Annualized
| One Day | -11.68% |
|---|---|
| Five Days | 120.07% |
| One Months | 44.59% |
| Three Months | 27.99% |
| Six Months | 37.62% |
| Nine Months | 40.73% |
| One Year | 26.93% |
| Three Years | 8.04% |
| Five Years | 12.86% |
| Ten Years | 11.81% |
| YTD | 34.71% |
| Since Inception | 10.39% |
Returns Total
| One Day | -0.05% |
|---|---|
| Five Days | 1.58% |
| One Month | 2.97% |
| Three Months | 6.25% |
| Six Months | 17.00% |
| Nine Months | 28.83% |
| One Year | 26.90% |
| Three Years | 25.97% |
| Five Years | 82.79% |
| Ten Years | 204.61% |
| YTD | 16.59% |
| Since Inception | 568.81% |
Yearly Returns
| 2024 | 16.59% |
|---|---|
| 2023 | 19.45% |
| 2022 | -16.14% |
| 2021 | 27.17% |
| 2020 | 14.38% |
| 2019 | 32.23% |
| 2018 | -5.10% |
| 2017 | 23.84% |
| 2016 | 9.05% |
| 2015 | 0.48% |
Risk against SP-DA
| Alpha | -0.54% |
|---|---|
| Beta | 0.95 |
| Correlation | 98.84% |
| Downside Deviation | 2.83% |
| Coefficient of determination | 97.68% |
| Standard Deviation | 3.08% |
| Sharpe Ratio | -0.17 |
| Sortino | -0.63 |
| Treynor | 22.77 |
| Ulcer Index | 2.97 |
| Ulcer Performance Index | -0.6 |