MUEAX
MFS Blended Research Core Equity-A
$37.40
0.07 (0.19%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 1377.906M |
| 52 Week High | 37.4 |
| 52 Week Low | 26.799 |
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Key Data
| Symbol | MUEAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 37.4 |
| Price Yesterday | 37.33 |
| Market Cap | 1,377.91 |
| YTD Return | 19.83% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0074 |
Overview
| 52 Week High | 37.40 |
|---|---|
| 52 Week Low | 26.80 |
| Market Cap | 1,377.91M |
| Shares Outstanding | 36.84M |
| Income Dividend Yield | 0.62% |
| Long Term Dividend Yield | 2.52% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.14% |
Returns Annualized
| One Day | 60.41% |
|---|---|
| Five Days | 117.02% |
| One Months | 60.11% |
| Three Months | 30.52% |
| Six Months | 44.21% |
| Nine Months | 46.66% |
| One Year | 32.18% |
| Three Years | 11.67% |
| Five Years | 15.96% |
| Ten Years | 12.06% |
| YTD | 42.06% |
| Since Inception | 7.78% |
Returns Total
| One Day | 0.19% |
|---|---|
| Five Days | 1.55% |
| One Month | 3.80% |
| Three Months | 6.77% |
| Six Months | 19.72% |
| Nine Months | 32.83% |
| One Year | 32.15% |
| Three Years | 39.02% |
| Five Years | 109.25% |
| Ten Years | 211.20% |
| YTD | 19.83% |
| Since Inception | 635.64% |
Yearly Returns
| 2024 | 19.83% |
|---|---|
| 2023 | 27.96% |
| 2022 | -16.25% |
| 2021 | 29.03% |
| 2020 | 15.10% |
| 2019 | 28.44% |
| 2018 | -8.05% |
| 2017 | 20.34% |
| 2016 | 8.13% |
| 2015 | 0.66% |
Risk against SP-DA
| Alpha | 2.86% |
|---|---|
| Beta | 1.03 |
| Correlation | 99.26% |
| Downside Deviation | 2.75% |
| Coefficient of determination | 98.52% |
| Standard Deviation | 3.33% |
| Sharpe Ratio | 0.3 |
| Sortino | 1.26 |
| Treynor | 26.12 |
| Ulcer Index | 2.59 |
| Ulcer Performance Index | 1.34 |