MGRAX: MFS INTERNATIONAL GROWTH FUND A (MUTUAL FUND)
Basic Info 40.72 0.01(0.02%) April 24
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (62%) |
Start Date: | 12/27/1995 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.70% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 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 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 1.7 | 3.7 | 0.9 | 6.5 | 6.2 | 8.9 | 7.0 | 5.7 | 14.5 | -15.2 | 9.2 | 15.4 | 26.8 | -9.1 | 32.2 | 2.4 | 0.0 | -5.3 | 13.6 | 19.4 | -10.8 | 15.0 | 37.6 | -40.0 | 15.7 | 25.7 | 14.0 | 17.5 | 36.8 | -12.1 | -17.3 | -11.4 | 32.5 | -0.3 | 2.2 | 4.5 | -0.2 |
Sharpe Ratio | NA | -0.43 | -0.09 | -0.13 | 0.26 | 0.33 | NA | NA | 0.25 | 0.84 | -0.78 | 0.79 | 0.57 | 2.4 | -0.76 | 4.35 | 0.14 | 0.0 | -0.5 | 1.17 | 1.23 | -0.41 | 0.79 | 1.43 | -1.04 | 0.76 | 1.58 | 1.25 | 1.23 | 2.64 | -0.79 | -1.23 | -0.97 | 2.26 | -0.21 | -0.11 | 0.17 | -51.84 |
Draw Down(%) | NA | 6.4 | 13.7 | 27.9 | 29.7 | 29.7 | NA | NA | 55.3 | 13.7 | 27.0 | 6.3 | 29.7 | 6.5 | 16.2 | 2.2 | 9.7 | 14.9 | 13.1 | 9.9 | 14.6 | 24.3 | 16.0 | 24.1 | 52.0 | 12.3 | 17.0 | 8.0 | 10.5 | 14.1 | 22.3 | 29.9 | 19.3 | 9.1 | 29.3 | 13.5 | 6.6 | 0.2 |
Standard Deviation(%) | NA | 11.4 | 11.7 | 15.6 | 17.7 | 15.4 | NA | NA | 17.3 | 12.3 | 21.3 | 11.6 | 26.7 | 10.6 | 13.7 | 7.3 | 15.9 | 14.6 | 10.6 | 11.6 | 15.8 | 26.7 | 18.8 | 26.2 | 39.1 | 16.8 | 14.3 | 9.5 | 13.5 | 13.7 | 16.7 | 16.1 | 16.0 | 12.9 | 17.8 | 11.7 | 5.9 | 0.4 |
Treynor Ratio | NA | -0.08 | -0.02 | -0.03 | 0.07 | 0.07 | NA | NA | 0.06 | 0.17 | -0.29 | 0.19 | 0.19 | 0.39 | -0.15 | 0.47 | 0.03 | 0.0 | -0.07 | 0.16 | 0.22 | -0.12 | 0.18 | 0.42 | -0.47 | 0.15 | 0.25 | 0.15 | 0.19 | 0.42 | -0.2 | -0.29 | -0.2 | 0.39 | -0.04 | -0.02 | 0.01 | -1.94 |
Alpha | NA | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | 0.04 | -0.09 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.0 | -0.02 | -0.02 | 0.04 | -0.06 | -0.01 | -0.02 | -0.09 |
Beta | NA | 0.65 | 0.62 | 0.58 | 0.65 | 0.68 | NA | NA | 0.79 | 0.61 | 0.58 | 0.48 | 0.81 | 0.66 | 0.68 | 0.67 | 0.86 | 0.86 | 0.8 | 0.82 | 0.9 | 0.93 | 0.85 | 0.89 | 0.87 | 0.84 | 0.91 | 0.78 | 0.89 | 0.87 | 0.67 | 0.68 | 0.76 | 0.74 | 0.84 | 0.74 | 0.68 | 0.12 |
RSquared | NA | 0.73 | 0.74 | 0.78 | 0.79 | 0.81 | NA | NA | 0.86 | 0.75 | 0.83 | 0.67 | 0.86 | 0.81 | 0.85 | 0.7 | 0.91 | 0.89 | 0.88 | 0.9 | 0.95 | 0.97 | 0.96 | 0.97 | 0.97 | 0.94 | 0.9 | 0.73 | 0.74 | 0.76 | 0.77 | 0.73 | 0.73 | 0.6 | 0.84 | 0.81 | 0.64 | 1.0 |
Yield(%) | N/A | 0.0 | 2.6 | 3.6 | 3.3 | 3.1 | 4.3 | 4.4 | N/A | 2.9 | 2.2 | 6.7 | 0.6 | 1.8 | 3.3 | 2.9 | 1.0 | 1.0 | 2.1 | 1.2 | 1.5 | 0.8 | 0.9 | 1.1 | 2.4 | 9.7 | 9.5 | 2.2 | 0.0 | 0.5 | 0.0 | 0.0 | 6.7 | 0.0 | 2.7 | 1.8 | 1.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 7.3 | 156.3 | 87.4 | 25.7 | N/A | N/A | N/A | 7.3 | -66.7 | 1100.0 | -54.7 | -53.1 | 48.7 | 192.3 | -3.7 | -54.2 | 90.3 | -3.1 | 68.4 | 0.0 | 5.6 | -72.3 | -73.7 | 14.9 | 411.9 | N/A | -100.0 | N/A | N/A | -100.0 | N/A | -100.0 | 48.3 | 93.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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