MUEUX
MFS Blended Research Core Equity-R4
$37.68
0.07 (0.19%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 1377.799M |
| 52 Week High | 37.68 |
| 52 Week Low | 26.947 |
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Key Data
| Symbol | MUEUX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 37.68 |
| Price Yesterday | 37.61 |
| Market Cap | 1,377.80 |
| YTD Return | 20.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0049 |
Overview
| 52 Week High | 37.68 |
|---|---|
| 52 Week Low | 26.95 |
| Market Cap | 1,377.80M |
| Shares Outstanding | 36.57M |
| Income Dividend Yield | 0.81% |
| Long Term Dividend Yield | 2.51% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.31% |
Returns Annualized
| One Day | 59.85% |
|---|---|
| Five Days | 115.76% |
| One Months | 60.65% |
| Three Months | 30.85% |
| Six Months | 44.53% |
| Nine Months | 47.05% |
| One Year | 32.49% |
| Three Years | 11.95% |
| Five Years | 16.25% |
| Ten Years | 12.34% |
| YTD | 42.44% |
| Since Inception | 11.59% |
Returns Total
| One Day | 0.19% |
|---|---|
| Five Days | 1.54% |
| One Month | 3.83% |
| Three Months | 6.83% |
| Six Months | 19.85% |
| Nine Months | 33.09% |
| One Year | 32.46% |
| Three Years | 40.07% |
| Five Years | 111.86% |
| Ten Years | 219.11% |
| YTD | 20.00% |
| Since Inception | 466.36% |
Yearly Returns
| 2024 | 20.00% |
|---|---|
| 2023 | 28.29% |
| 2022 | -16.06% |
| 2021 | 29.34% |
| 2020 | 15.40% |
| 2019 | 28.76% |
| 2018 | -7.80% |
| 2017 | 20.63% |
| 2016 | 8.40% |
| 2015 | 0.91% |
Risk against SP-DA
| Alpha | 3.17% |
|---|---|
| Beta | 1.03 |
| Correlation | 99.25% |
| Downside Deviation | 2.73% |
| Coefficient of determination | 98.50% |
| Standard Deviation | 3.33% |
| Sharpe Ratio | 0.33 |
| Sortino | 1.38 |
| Treynor | 26.43 |
| Ulcer Index | 2.57 |
| Ulcer Performance Index | 1.47 |