OTCAX
MFS MidCap Growth-A
$28.68
-0.21 (-0.73%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 14207.269M |
| 52 Week High | 29.78 |
| 52 Week Low | 22.44 |
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Key Data
| Symbol | OTCAX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 28.68 |
| Price Yesterday | 28.89 |
| Market Cap | 14,207.27 |
| YTD Return | 7.26% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0104 |
Overview
| 52 Week High | 29.78 |
|---|---|
| 52 Week Low | 22.44 |
| Market Cap | 14,207.27M |
| Shares Outstanding | 495.37M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -84.12% |
|---|---|
| Five Days | 17.18% |
| One Months | 6.84% |
| Three Months | -9.47% |
| Six Months | 19.64% |
| Nine Months | 27.59% |
| One Year | 17.32% |
| Three Years | -0.31% |
| Five Years | 8.28% |
| Ten Years | 11.17% |
| YTD | 14.56% |
| Since Inception | 8.58% |
Returns Total
| One Day | -0.73% |
|---|---|
| Five Days | 0.31% |
| One Month | 0.53% |
| Three Months | -2.42% |
| Six Months | 9.22% |
| Nine Months | 19.80% |
| One Year | 17.30% |
| Three Years | -0.93% |
| Five Years | 48.70% |
| Ten Years | 187.66% |
| YTD | 7.26% |
| Since Inception | 1133.55% |
Yearly Returns
| 2024 | 7.26% |
|---|---|
| 2023 | 21.00% |
| 2022 | -28.53% |
| 2021 | 13.74% |
| 2020 | 35.32% |
| 2019 | 37.43% |
| 2018 | 0.85% |
| 2017 | 25.99% |
| 2016 | 4.34% |
| 2015 | 4.21% |
Risk against SP-DA
| Alpha | -11.96% |
|---|---|
| Beta | 1.02 |
| Correlation | 83.29% |
| Downside Deviation | 3.37% |
| Coefficient of determination | 69.37% |
| Standard Deviation | 3.96% |
| Sharpe Ratio | -0.83 |
| Sortino | -3.38 |
| Treynor | 11.66 |
| Ulcer Index | 4.3 |
| Ulcer Performance Index | -2.65 |