MTCBX
MFS Technology-B
$50.55
-0.10 (-0.20%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tech |
|---|---|
| Market Cap | 2069.421M |
| 52 Week High | 50.65 |
| 52 Week Low | 31.623 |
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Key Data
| Symbol | MTCBX |
|---|---|
| Type | Mutual Fund |
| Category | Tech |
| Price | 50.55 |
| Price Yesterday | 50.65 |
| Market Cap | 2,069.42 |
| YTD Return | 30.05% |
Expense Details
| Deferred | 0.04 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0189 |
Overview
| 52 Week High | 50.65 |
|---|---|
| 52 Week Low | 31.62 |
| Market Cap | 2,069.42M |
| Shares Outstanding | 40.94M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 11.23% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 11.23% |
Returns Annualized
| One Day | -39.26% |
|---|---|
| Five Days | 287.83% |
| One Months | 177.53% |
| Three Months | 57.50% |
| Six Months | 71.46% |
| Nine Months | 70.24% |
| One Year | 53.02% |
| Three Years | 8.11% |
| Five Years | 16.51% |
| Ten Years | 17.02% |
| YTD | 66.50% |
| Since Inception | 6.73% |
Returns Total
| One Day | -0.20% |
|---|---|
| Five Days | 2.72% |
| One Month | 8.43% |
| Three Months | 11.81% |
| Six Months | 30.35% |
| Nine Months | 48.35% |
| One Year | 52.96% |
| Three Years | 26.21% |
| Five Years | 114.26% |
| Ten Years | 379.51% |
| YTD | 30.05% |
| Since Inception | 373.00% |
Yearly Returns
| 2024 | 30.05% |
|---|---|
| 2023 | 52.77% |
| 2022 | -36.69% |
| 2021 | 12.52% |
| 2020 | 44.96% |
| 2019 | 34.70% |
| 2018 | 0.86% |
| 2017 | 37.38% |
| 2016 | 7.39% |
| 2015 | 9.49% |
Risk against SP-DA
| Alpha | 10.73% |
|---|---|
| Beta | 1.58 |
| Correlation | 92.92% |
| Downside Deviation | 3.29% |
| Coefficient of determination | 86.35% |
| Standard Deviation | 5.48% |
| Sharpe Ratio | 1.28 |
| Sortino | 7.38 |
| Treynor | 30.12 |
| Ulcer Index | 3.14 |
| Ulcer Performance Index | 7.75 |