MWOFX
MFS Global Growth-A
$63.31
-0.27 (-0.42%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 983.654M |
| 52 Week High | 63.64 |
| 52 Week Low | 50.217 |
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Key Data
| Symbol | MWOFX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 63.31 |
| Price Yesterday | 63.58 |
| Market Cap | 983.65 |
| YTD Return | 8.19% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0122 |
Overview
| 52 Week High | 63.64 |
|---|---|
| 52 Week Low | 50.22 |
| Market Cap | 983.65M |
| Shares Outstanding | 15.54M |
| Income Dividend Yield | 0.03% |
| Long Term Dividend Yield | 1.75% |
| Short Term Dividend Yield | 0.15% |
| 52 Week Yield (All) | 1.93% |
Returns Annualized
| One Day | -65.82% |
|---|---|
| Five Days | 83.91% |
| One Months | 10.96% |
| Three Months | 10.90% |
| Six Months | 21.72% |
| Nine Months | 27.48% |
| One Year | 15.42% |
| Three Years | 3.63% |
| Five Years | 10.68% |
| Ten Years | 9.98% |
| YTD | 16.49% |
| Since Inception | 8.76% |
Returns Total
| One Day | -0.42% |
|---|---|
| Five Days | 1.22% |
| One Month | 0.83% |
| Three Months | 2.58% |
| Six Months | 10.14% |
| Nine Months | 19.72% |
| One Year | 15.40% |
| Three Years | 11.25% |
| Five Years | 65.90% |
| Ten Years | 158.24% |
| YTD | 8.19% |
| Since Inception | 1202.67% |
Yearly Returns
| 2024 | 8.19% |
|---|---|
| 2023 | 20.60% |
| 2022 | -19.30% |
| 2021 | 18.36% |
| 2020 | 20.23% |
| 2019 | 35.34% |
| 2018 | -4.94% |
| 2017 | 31.38% |
| 2016 | 5.08% |
| 2015 | -2.01% |
Risk against SP-DA
| Alpha | -11.28% |
|---|---|
| Beta | 0.91 |
| Correlation | 91.05% |
| Downside Deviation | 3.33% |
| Coefficient of determination | 82.91% |
| Standard Deviation | 3.23% |
| Sharpe Ratio | -1.19 |
| Sortino | -3.99 |
| Treynor | 10.99 |
| Ulcer Index | 3.66 |
| Ulcer Performance Index | -3.63 |