MITGX
MFS MA Investors Trust-R1
$35.97
-0.02 (-0.06%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 7028.826M |
| 52 Week High | 35.99 |
| 52 Week Low | 26.866 |
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Key Data
| Symbol | MITGX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 35.97 |
| Price Yesterday | 35.99 |
| Market Cap | 7,028.83 |
| YTD Return | 15.99% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0146 |
Overview
| 52 Week High | 35.99 |
|---|---|
| 52 Week Low | 26.87 |
| Market Cap | 7,028.83M |
| Shares Outstanding | 195.41M |
| Income Dividend Yield | 0.05% |
| Long Term Dividend Yield | 9.61% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 9.66% |
Returns Annualized
| One Day | -13.08% |
|---|---|
| Five Days | 117.57% |
| One Months | 43.22% |
| Three Months | 26.81% |
| Six Months | 36.30% |
| Nine Months | 39.35% |
| One Year | 25.65% |
| Three Years | 6.97% |
| Five Years | 11.73% |
| Ten Years | 10.70% |
| YTD | 33.36% |
| Since Inception | 9.27% |
Returns Total
| One Day | -0.06% |
|---|---|
| Five Days | 1.55% |
| One Month | 2.89% |
| Three Months | 6.01% |
| Six Months | 16.45% |
| Nine Months | 27.89% |
| One Year | 25.62% |
| Three Years | 22.26% |
| Five Years | 73.86% |
| Ten Years | 175.57% |
| YTD | 15.99% |
| Since Inception | 449.33% |
Yearly Returns
| 2024 | 15.99% |
|---|---|
| 2023 | 18.25% |
| 2022 | -16.96% |
| 2021 | 25.89% |
| 2020 | 13.23% |
| 2019 | 30.89% |
| 2018 | -6.03% |
| 2017 | 22.58% |
| 2016 | 7.98% |
| 2015 | -0.50% |
Risk against SP-DA
| Alpha | -1.77% |
|---|---|
| Beta | 0.94 |
| Correlation | 98.78% |
| Downside Deviation | 2.91% |
| Coefficient of determination | 97.57% |
| Standard Deviation | 3.08% |
| Sharpe Ratio | -0.29 |
| Sortino | -1.05 |
| Treynor | 21.47 |
| Ulcer Index | 3.07 |
| Ulcer Performance Index | -1 |