MVCJX
MFS MidCap Value-R4
$31.56
-0.10 (-0.32%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Value |
|---|---|
| Market Cap | 16268.233M |
| 52 Week High | 32.83 |
| 52 Week Low | 25.505 |
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Key Data
| Symbol | MVCJX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Value |
| Price | 31.56 |
| Price Yesterday | 31.66 |
| Market Cap | 16,268.23 |
| YTD Return | 5.24% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0074 |
Overview
| 52 Week High | 32.83 |
|---|---|
| 52 Week Low | 25.51 |
| Market Cap | 16,268.23M |
| Shares Outstanding | 515.47M |
| Income Dividend Yield | 1.43% |
| Long Term Dividend Yield | 1.37% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.80% |
Returns Annualized
| One Day | -54.98% |
|---|---|
| Five Days | 0.00% |
| One Months | -15.02% |
| Three Months | -8.54% |
| Six Months | 13.23% |
| Nine Months | 25.81% |
| One Year | 12.42% |
| Three Years | 5.78% |
| Five Years | 9.91% |
| Ten Years | 8.39% |
| YTD | 10.41% |
| Since Inception | 8.80% |
Returns Total
| One Day | -0.32% |
|---|---|
| Five Days | 0.00% |
| One Month | -1.28% |
| Three Months | -2.17% |
| Six Months | 6.30% |
| Nine Months | 18.55% |
| One Year | 12.41% |
| Three Years | 18.28% |
| Five Years | 60.20% |
| Ten Years | 123.26% |
| YTD | 5.24% |
| Since Inception | 405.85% |
Yearly Returns
| 2024 | 5.24% |
|---|---|
| 2023 | 12.78% |
| 2022 | -8.74% |
| 2021 | 30.83% |
| 2020 | 4.24% |
| 2019 | 30.90% |
| 2018 | -11.44% |
| 2017 | 13.66% |
| 2016 | 15.70% |
| 2015 | -2.31% |
Risk against SP-DA
| Alpha | -10.88% |
|---|---|
| Beta | 0.77 |
| Correlation | 68.88% |
| Downside Deviation | 3.14% |
| Coefficient of determination | 47.45% |
| Standard Deviation | 3.59% |
| Sharpe Ratio | -1.31 |
| Sortino | -5.2 |
| Treynor | 9.17 |
| Ulcer Index | 4.59 |
| Ulcer Performance Index | -3.55 |