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OTCAX: MFS MID CAP GROWTH FUND A (MUTUAL FUND)
Basic Info 28.3 0.22(0.78%) April 26
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (32%) |
Start Date: | 06/21/1996 |
Last Dividend Date: | 12/09/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.78% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.6 | 5.8 | 23.0 | -0.3 | 9.3 | 11.6 | 14.3 | 7.9 | 7.6 | 21.0 | -28.5 | 13.7 | 35.3 | 37.4 | 0.8 | 26.0 | 4.3 | 4.2 | 8.6 | 36.9 | 16.2 | -6.1 | 28.7 | 41.6 | -51.1 | 9.5 | 2.2 | 2.7 | 14.5 | 38.0 | -47.5 | -19.9 | 7.8 | 78.6 | 20.3 | 11.7 | 0.7 |
Sharpe Ratio | NA | 1.08 | 1.41 | -0.13 | 0.34 | 0.55 | NA | NA | 0.26 | 1.15 | -1.06 | 0.77 | 1.05 | 2.63 | -0.03 | 3.07 | 0.28 | 0.27 | 0.62 | 2.87 | 1.05 | -0.22 | 1.39 | 1.5 | -1.22 | 0.37 | -0.08 | 0.04 | 0.81 | 1.88 | -1.58 | -0.6 | 0.1 | 3.37 | 0.64 | 0.4 | -0.12 |
Draw Down(%) | NA | 8.3 | 12.6 | 36.9 | 36.9 | 36.9 | NA | NA | 74.3 | 12.6 | 35.1 | 12.5 | 33.6 | 6.6 | 22.1 | 2.8 | 13.8 | 11.8 | 8.7 | 4.8 | 11.7 | 23.0 | 15.6 | 20.5 | 59.9 | 11.6 | 15.7 | 11.4 | 17.4 | 11.2 | 54.8 | 45.4 | 23.6 | 15.1 | 34.0 | 18.6 | 15.7 |
Standard Deviation(%) | NA | 14.5 | 13.6 | 20.3 | 22.9 | 19.1 | NA | NA | 23.1 | 14.7 | 28.4 | 17.7 | 33.1 | 13.7 | 18.5 | 8.3 | 14.9 | 15.6 | 13.9 | 12.8 | 15.5 | 27.7 | 20.6 | 27.8 | 42.5 | 17.5 | 14.5 | 11.7 | 16.6 | 19.8 | 30.8 | 37.5 | 37.7 | 22.4 | 26.6 | 20.5 | 18.4 |
Treynor Ratio | NA | 0.16 | 0.22 | -0.03 | 0.09 | 0.11 | NA | NA | 0.07 | 0.2 | -0.35 | 0.14 | 0.38 | 0.38 | 0.0 | 0.27 | 0.05 | 0.04 | 0.09 | 0.39 | 0.17 | -0.06 | 0.31 | 0.45 | -0.58 | 0.07 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.01 | NA | NA | 0.01 | 0.0 | -0.02 | -0.02 | 0.01 | 0.02 | 0.03 | 0.02 | -0.01 | 0.02 | -0.02 | 0.02 | 0.0 | -0.01 | 0.01 | 0.01 | -0.06 | -0.03 | -0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.95 | 0.87 | 0.87 | 0.9 | 0.92 | NA | NA | 0.92 | 0.83 | 0.87 | 0.95 | 0.92 | 0.96 | 1.0 | 0.95 | 0.91 | 0.97 | 0.99 | 0.95 | 0.95 | 0.97 | 0.92 | 0.92 | 0.9 | 0.97 | 0.95 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.89 | 0.88 | 0.95 | 0.96 | 0.96 | NA | NA | 0.54 | 0.91 | 0.97 | 0.95 | 0.97 | 0.94 | 0.97 | 0.88 | 0.95 | 0.97 | 0.95 | 0.95 | 0.97 | 0.98 | 0.97 | 0.97 | 0.98 | 0.92 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 1.3 | 1.6 | 4.4 | 7.4 | 3.4 | N/A | 0.0 | 0.0 | 4.0 | 1.1 | 1.2 | 4.5 | 10.1 | 5.7 | 2.9 | 7.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.5 | 0.0 | 18.3 | 17.3 | 14.5 | 3.4 | 13.5 |
Dividend Growth(%) | N/A | N/A | N/A | -2.6 | -64.2 | N/A | N/A | N/A | N/A | N/A | -100.0 | 366.7 | 33.3 | -75.3 | -48.2 | 80.8 | 95.0 | -59.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 63.7 | 25.4 | 362.1 | -78.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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