MTCAX
MFS Technology-A
$68.16
-0.12 (-0.18%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tech |
|---|---|
| Market Cap | 2069.808M |
| 52 Week High | 68.28 |
| 52 Week Low | 42.408 |
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Key Data
| Symbol | MTCAX |
|---|---|
| Type | Mutual Fund |
| Category | Tech |
| Price | 68.16 |
| Price Yesterday | 68.28 |
| Market Cap | 2,069.81 |
| YTD Return | 30.57% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0114 |
Overview
| 52 Week High | 68.28 |
|---|---|
| 52 Week Low | 42.41 |
| Market Cap | 2,069.81M |
| Shares Outstanding | 30.37M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 8.33% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 8.33% |
Returns Annualized
| One Day | -35.83% |
|---|---|
| Five Days | 294.73% |
| One Months | 179.82% |
| Three Months | 58.76% |
| Six Months | 72.80% |
| Nine Months | 71.57% |
| One Year | 54.19% |
| Three Years | 8.93% |
| Five Years | 17.39% |
| Ten Years | 17.91% |
| YTD | 67.81% |
| Since Inception | 7.50% |
Returns Total
| One Day | -0.18% |
|---|---|
| Five Days | 2.76% |
| One Month | 8.50% |
| Three Months | 12.03% |
| Six Months | 30.85% |
| Nine Months | 49.21% |
| One Year | 54.12% |
| Three Years | 29.08% |
| Five Years | 122.50% |
| Ten Years | 417.19% |
| YTD | 30.57% |
| Since Inception | 461.77% |
Yearly Returns
| 2024 | 30.57% |
|---|---|
| 2023 | 53.90% |
| 2022 | -36.21% |
| 2021 | 13.37% |
| 2020 | 46.04% |
| 2019 | 35.76% |
| 2018 | 1.59% |
| 2017 | 38.47% |
| 2016 | 8.16% |
| 2015 | 10.37% |
Risk against SP-DA
| Alpha | 11.91% |
|---|---|
| Beta | 1.58 |
| Correlation | 92.96% |
| Downside Deviation | 3.27% |
| Coefficient of determination | 86.41% |
| Standard Deviation | 5.47% |
| Sharpe Ratio | 1.34 |
| Sortino | 7.78 |
| Treynor | 30.87 |
| Ulcer Index | 3.09 |
| Ulcer Performance Index | 8.24 |