OTCKX
MFS MidCap Growth-R6
$31.40
-0.23 (-0.73%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 14207.903M |
| 52 Week High | 32.57 |
| 52 Week Low | 24.5 |
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Key Data
| Symbol | OTCKX |
|---|---|
| Type | Mutual Fund |
| Category | MidCap Growth |
| Price | 31.4 |
| Price Yesterday | 31.63 |
| Market Cap | 14,207.90 |
| YTD Return | 7.46% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0066 |
Overview
| 52 Week High | 32.57 |
|---|---|
| 52 Week Low | 24.50 |
| Market Cap | 14,207.90M |
| Shares Outstanding | 452.48M |
| 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 | -84.13% |
|---|---|
| Five Days | 17.46% |
| One Months | 7.09% |
| Three Months | -9.16% |
| Six Months | 20.15% |
| Nine Months | 28.06% |
| One Year | 17.75% |
| Three Years | 0.05% |
| Five Years | 8.68% |
| Ten Years | 11.57% |
| YTD | 14.98% |
| Since Inception | 13.05% |
Returns Total
| One Day | -0.73% |
|---|---|
| Five Days | 0.32% |
| One Month | 0.54% |
| Three Months | -2.33% |
| Six Months | 9.45% |
| Nine Months | 20.12% |
| One Year | 17.74% |
| Three Years | 0.16% |
| Five Years | 51.43% |
| Ten Years | 198.14% |
| YTD | 7.46% |
| Since Inception | 309.01% |
Yearly Returns
| 2024 | 7.46% |
|---|---|
| 2023 | 21.50% |
| 2022 | -28.29% |
| 2021 | 14.17% |
| 2020 | 35.80% |
| 2019 | 37.93% |
| 2018 | 1.21% |
| 2017 | 26.38% |
| 2016 | 4.76% |
| 2015 | 4.59% |
Risk against SP-DA
| Alpha | -11.60% |
|---|---|
| Beta | 1.03 |
| Correlation | 83.56% |
| Downside Deviation | 3.35% |
| Coefficient of determination | 69.83% |
| Standard Deviation | 3.96% |
| Sharpe Ratio | -0.8 |
| Sortino | -3.27 |
| Treynor | 12.04 |
| Ulcer Index | 4.26 |
| Ulcer Performance Index | -2.58 |