MUEVX
MFS Blended Research Core Equity-R6
$38.31
0.07 (0.18%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 1377.926M |
| 52 Week High | 38.31 |
| 52 Week Low | 27.383 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | MUEVX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 38.31 |
| Price Yesterday | 38.24 |
| Market Cap | 1,377.93 |
| YTD Return | 20.02% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0041 |
Overview
| 52 Week High | 38.31 |
|---|---|
| 52 Week Low | 27.38 |
| Market Cap | 1,377.93M |
| Shares Outstanding | 35.97M |
| Income Dividend Yield | 0.87% |
| Long Term Dividend Yield | 2.46% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.33% |
Returns Annualized
| One Day | 58.62% |
|---|---|
| Five Days | 115.90% |
| One Months | 60.47% |
| Three Months | 31.00% |
| Six Months | 44.67% |
| Nine Months | 47.17% |
| One Year | 32.63% |
| Three Years | 12.06% |
| Five Years | 16.37% |
| Ten Years | 12.46% |
| YTD | 42.49% |
| Since Inception | 14.79% |
Returns Total
| One Day | 0.18% |
|---|---|
| Five Days | 1.54% |
| One Month | 3.82% |
| Three Months | 6.86% |
| Six Months | 19.91% |
| Nine Months | 33.17% |
| One Year | 32.60% |
| Three Years | 40.48% |
| Five Years | 113.00% |
| Ten Years | 222.64% |
| YTD | 20.02% |
| Since Inception | 427.76% |
Yearly Returns
| 2024 | 20.02% |
|---|---|
| 2023 | 28.42% |
| 2022 | -15.95% |
| 2021 | 29.49% |
| 2020 | 15.48% |
| 2019 | 28.96% |
| 2018 | -7.75% |
| 2017 | 20.82% |
| 2016 | 8.51% |
| 2015 | 0.99% |
Risk against SP-DA
| Alpha | 3.28% |
|---|---|
| Beta | 1.03 |
| Correlation | 99.24% |
| Downside Deviation | 2.73% |
| Coefficient of determination | 98.49% |
| Standard Deviation | 3.33% |
| Sharpe Ratio | 0.34 |
| Sortino | 1.44 |
| Treynor | 26.53 |
| Ulcer Index | 2.57 |
| Ulcer Performance Index | 1.53 |