MWOJX
MFS Global Growth-R4
$63.93
-0.27 (-0.42%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 983.595M |
| 52 Week High | 64.27 |
| 52 Week Low | 50.626 |
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Key Data
| Symbol | MWOJX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 63.93 |
| Price Yesterday | 64.2 |
| Market Cap | 983.60 |
| YTD Return | 8.32% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0097 |
Overview
| 52 Week High | 64.27 |
|---|---|
| 52 Week Low | 50.63 |
| Market Cap | 983.60M |
| Shares Outstanding | 15.39M |
| Income Dividend Yield | 0.25% |
| Long Term Dividend Yield | 1.73% |
| Short Term Dividend Yield | 0.15% |
| 52 Week Yield (All) | 2.13% |
Returns Annualized
| One Day | -65.46% |
|---|---|
| Five Days | 84.29% |
| One Months | 11.07% |
| Three Months | 11.15% |
| Six Months | 22.03% |
| Nine Months | 27.79% |
| One Year | 15.69% |
| Three Years | 3.89% |
| Five Years | 10.96% |
| Ten Years | 10.25% |
| YTD | 16.77% |
| Since Inception | 9.12% |
Returns Total
| One Day | -0.42% |
|---|---|
| Five Days | 1.22% |
| One Month | 0.84% |
| Three Months | 2.63% |
| Six Months | 10.28% |
| Nine Months | 19.93% |
| One Year | 15.67% |
| Three Years | 12.08% |
| Five Years | 67.95% |
| Ten Years | 164.60% |
| YTD | 8.32% |
| Since Inception | 435.34% |
Yearly Returns
| 2024 | 8.32% |
|---|---|
| 2023 | 20.92% |
| 2022 | -19.12% |
| 2021 | 18.66% |
| 2020 | 20.52% |
| 2019 | 35.70% |
| 2018 | -4.73% |
| 2017 | 31.68% |
| 2016 | 5.36% |
| 2015 | -1.80% |
Risk against SP-DA
| Alpha | -11.03% |
|---|---|
| Beta | 0.91 |
| Correlation | 91.18% |
| Downside Deviation | 3.32% |
| Coefficient of determination | 83.14% |
| Standard Deviation | 3.23% |
| Sharpe Ratio | -1.17 |
| Sortino | -3.93 |
| Treynor | 11.27 |
| Ulcer Index | 3.63 |
| Ulcer Performance Index | -3.59 |