OTCIX
MFS MidCap Growth-I
$30.99
-0.23 (-0.74%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 14207.117M |
| 52 Week High | 32.15 |
| 52 Week Low | 24.2 |
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Key Data
| Symbol | OTCIX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 30.99 |
| Price Yesterday | 31.22 |
| Market Cap | 14,207.12 |
| YTD Return | 7.42% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0079 |
Overview
| 52 Week High | 32.15 |
|---|---|
| 52 Week Low | 24.20 |
| Market Cap | 14,207.12M |
| Shares Outstanding | 458.44M |
| 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 | -84.51% |
|---|---|
| Five Days | 17.71% |
| One Months | 7.18% |
| Three Months | -9.27% |
| Six Months | 19.94% |
| Nine Months | 27.92% |
| One Year | 17.63% |
| Three Years | -0.06% |
| Five Years | 8.55% |
| Ten Years | 11.45% |
| YTD | 14.89% |
| Since Inception | 7.98% |
Returns Total
| One Day | -0.74% |
|---|---|
| Five Days | 0.32% |
| One Month | 0.55% |
| Three Months | -2.36% |
| Six Months | 9.35% |
| Nine Months | 20.02% |
| One Year | 17.61% |
| Three Years | -0.19% |
| Five Years | 50.57% |
| Ten Years | 194.86% |
| YTD | 7.42% |
| Since Inception | 671.28% |
Yearly Returns
| 2024 | 7.42% |
|---|---|
| 2023 | 21.27% |
| 2022 | -28.34% |
| 2021 | 14.02% |
| 2020 | 35.67% |
| 2019 | 37.82% |
| 2018 | 1.10% |
| 2017 | 26.29% |
| 2016 | 4.62% |
| 2015 | 4.47% |
Risk against SP-DA
| Alpha | -11.77% |
|---|---|
| Beta | 1.03 |
| Correlation | 83.54% |
| Downside Deviation | 3.36% |
| Coefficient of determination | 69.79% |
| Standard Deviation | 3.96% |
| Sharpe Ratio | -0.81 |
| Sortino | -3.3 |
| Treynor | 11.9 |
| Ulcer Index | 4.27 |
| Ulcer Performance Index | -2.6 |