MITTX
MFS MA Investors Trust-A
$39.97
-0.02 (-0.05%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 7029.404M |
| 52 Week High | 39.99 |
| 52 Week Low | 29.7 |
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Key Data
| Symbol | MITTX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 39.97 |
| Price Yesterday | 39.99 |
| Market Cap | 7,029.40 |
| YTD Return | 16.46% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0071 |
Overview
| 52 Week High | 39.99 |
|---|---|
| 52 Week Low | 29.70 |
| Market Cap | 7,029.40M |
| Shares Outstanding | 175.87M |
| Income Dividend Yield | 0.76% |
| Long Term Dividend Yield | 8.65% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 9.41% |
Returns Annualized
| One Day | -11.86% |
|---|---|
| Five Days | 120.05% |
| One Months | 44.51% |
| Three Months | 27.82% |
| Six Months | 37.32% |
| Nine Months | 40.40% |
| One Year | 26.64% |
| Three Years | 7.78% |
| Five Years | 12.58% |
| Ten Years | 11.55% |
| YTD | 34.41% |
| Since Inception | 11.20% |
Returns Total
| One Day | -0.05% |
|---|---|
| Five Days | 1.58% |
| One Month | 2.96% |
| Three Months | 6.22% |
| Six Months | 16.87% |
| Nine Months | 28.60% |
| One Year | 26.61% |
| Three Years | 25.05% |
| Five Years | 80.59% |
| Ten Years | 197.48% |
| YTD | 16.46% |
| Since Inception | 4375.92% |
Yearly Returns
| 2024 | 16.46% |
|---|---|
| 2023 | 19.15% |
| 2022 | -16.34% |
| 2021 | 26.82% |
| 2020 | 14.12% |
| 2019 | 31.91% |
| 2018 | -5.31% |
| 2017 | 23.56% |
| 2016 | 8.77% |
| 2015 | 0.28% |
Risk against SP-DA
| Alpha | -0.79% |
|---|---|
| Beta | 0.95 |
| Correlation | 98.83% |
| Downside Deviation | 2.84% |
| Coefficient of determination | 97.66% |
| Standard Deviation | 3.08% |
| Sharpe Ratio | -0.19 |
| Sortino | -0.73 |
| Treynor | 22.5 |
| Ulcer Index | 3 |
| Ulcer Performance Index | -0.69 |