MRGJX
MFS Core Equity-R4
$52.20
-0.09 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
Category | Large Cap |
---|---|
Market Cap | 6877.872M |
52 Week High | 52.29 |
52 Week Low | 39.382 |
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Key Data
Symbol | MRGJX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 52.2 |
Price Yesterday | 52.29 |
Market Cap | 6,877.87 |
YTD Return | 13.43% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0066 |
Overview
52 Week High | 52.29 |
---|---|
52 Week Low | 39.38 |
Market Cap | 6,877.87M |
Shares Outstanding | 131.76M |
Income Dividend Yield | 0.70% |
Long Term Dividend Yield | 1.64% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.34% |
Returns Annualized
One Day | -35.24% |
---|---|
Five Days | 67.34% |
One Months | 36.77% |
Three Months | 14.70% |
Six Months | 31.18% |
Nine Months | 37.33% |
One Year | 24.31% |
Three Years | 7.68% |
Five Years | 13.44% |
Ten Years | 12.45% |
YTD | 27.70% |
Since Inception | 10.66% |
Returns Total
One Day | -0.17% |
---|---|
Five Days | 1.03% |
One Month | 2.51% |
Three Months | 3.43% |
Six Months | 14.27% |
Nine Months | 26.51% |
One Year | 24.29% |
Three Years | 24.73% |
Five Years | 87.54% |
Ten Years | 222.26% |
YTD | 13.43% |
Since Inception | 600.30% |
Yearly Returns
2024 | 13.43% |
---|---|
2023 | 23.19% |
2022 | -16.99% |
2021 | 25.37% |
2020 | 18.86% |
2019 | 33.08% |
2018 | -3.89% |
2017 | 24.78% |
2016 | 11.36% |
2015 | -0.15% |
Risk against SP-DA
Alpha | -3.72% |
---|---|
Beta | 0.97 |
Correlation | 97.47% |
Downside Deviation | 2.87% |
Coefficient of determination | 95.01% |
Standard Deviation | 3.20% |
Sharpe Ratio | -0.4 |
Sortino | -1.53 |
Treynor | 19.51 |
Ulcer Index | 2.98 |
Ulcer Performance Index | -1.48 |