MRGKX
MFS Core Equity-R6
$55.64
-0.10 (-0.18%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 6878.105M |
| 52 Week High | 55.74 |
| 52 Week Low | 41.951 |
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Key Data
| Symbol | MRGKX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 55.64 |
| Price Yesterday | 55.74 |
| Market Cap | 6,878.11 |
| YTD Return | 13.50% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0057 |
Overview
| 52 Week High | 55.74 |
|---|---|
| 52 Week Low | 41.95 |
| Market Cap | 6,878.11M |
| Shares Outstanding | 123.62M |
| Income Dividend Yield | 0.70% |
| Long Term Dividend Yield | 1.54% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.24% |
Returns Annualized
| One Day | -36.43% |
|---|---|
| Five Days | 68.12% |
| One Months | 36.95% |
| Three Months | 14.84% |
| Six Months | 31.29% |
| Nine Months | 37.47% |
| One Year | 24.45% |
| Three Years | 7.78% |
| Five Years | 13.54% |
| Ten Years | 12.55% |
| YTD | 27.86% |
| Since Inception | 14.06% |
Returns Total
| One Day | -0.18% |
|---|---|
| Five Days | 1.04% |
| One Month | 2.52% |
| Three Months | 3.46% |
| Six Months | 14.32% |
| Nine Months | 26.60% |
| One Year | 24.42% |
| Three Years | 25.06% |
| Five Years | 88.36% |
| Ten Years | 225.15% |
| YTD | 13.50% |
| Since Inception | 353.17% |
Yearly Returns
| 2024 | 13.50% |
|---|---|
| 2023 | 23.26% |
| 2022 | -16.90% |
| 2021 | 25.47% |
| 2020 | 18.97% |
| 2019 | 33.19% |
| 2018 | -3.82% |
| 2017 | 24.86% |
| 2016 | 11.50% |
| 2015 | -0.05% |
Risk against SP-DA
| Alpha | -3.56% |
|---|---|
| Beta | 0.97 |
| Correlation | 97.49% |
| Downside Deviation | 2.87% |
| Coefficient of determination | 95.04% |
| Standard Deviation | 3.20% |
| Sharpe Ratio | -0.38 |
| Sortino | -1.49 |
| Treynor | 19.66 |
| Ulcer Index | 2.98 |
| Ulcer Performance Index | -1.43 |