OTCBX
MFS MidCap Growth-B
$22.25
-0.17 (-0.76%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 14202.887M |
| 52 Week High | 23.16 |
| 52 Week Low | 17.5 |
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Key Data
| Symbol | OTCBX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 22.25 |
| Price Yesterday | 22.42 |
| Market Cap | 14,202.89 |
| YTD Return | 6.82% |
Expense Details
| Deferred | 0.04 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0179 |
Overview
| 52 Week High | 23.16 |
|---|---|
| 52 Week Low | 17.50 |
| Market Cap | 14,202.89M |
| Shares Outstanding | 638.33M |
| 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 | -85.34% |
|---|---|
| Five Days | 14.59% |
| One Months | 5.85% |
| Three Months | -10.26% |
| Six Months | 18.72% |
| Nine Months | 26.61% |
| One Year | 16.45% |
| Three Years | -1.07% |
| Five Years | 7.46% |
| Ten Years | 10.34% |
| YTD | 13.65% |
| Since Inception | 7.97% |
Returns Total
| One Day | -0.76% |
|---|---|
| Five Days | 0.27% |
| One Month | 0.45% |
| Three Months | -2.63% |
| Six Months | 8.80% |
| Nine Months | 19.11% |
| One Year | 16.43% |
| Three Years | -3.16% |
| Five Years | 43.17% |
| Ten Years | 166.79% |
| YTD | 6.82% |
| Since Inception | 907.70% |
Yearly Returns
| 2024 | 6.82% |
|---|---|
| 2023 | 20.13% |
| 2022 | -29.08% |
| 2021 | 12.90% |
| 2020 | 34.31% |
| 2019 | 36.50% |
| 2018 | 0.04% |
| 2017 | 25.02% |
| 2016 | 3.59% |
| 2015 | 3.47% |
Risk against SP-DA
| Alpha | -12.76% |
|---|---|
| Beta | 1.02 |
| Correlation | 82.86% |
| Downside Deviation | 3.40% |
| Coefficient of determination | 68.65% |
| Standard Deviation | 3.97% |
| Sharpe Ratio | -0.89 |
| Sortino | -3.61 |
| Treynor | 10.84 |
| Ulcer Index | 4.4 |
| Ulcer Performance Index | -2.79 |