MFEJX: MFS GROWTH FUND R4 (MUTUAL FUND)
Basic Info 186.7 0.37(0.20%) April 24
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (90%) |
Start Date: | 03/31/2005 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 0.26% |
Expenses | 0.50% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/31/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 12.1 | 37.1 | 6.7 | 14.1 | 14.3 | 16.2 | 12.3 | 36.2 | -31.1 | 23.6 | 31.7 | 37.7 | 2.6 | 30.9 | 2.5 | 7.3 | 8.9 | 36.6 | 17.4 | -0.4 | 16.0 | 38.5 | -37.5 | 21.1 | 7.7 | 15.5 |
Sharpe Ratio | NA | 1.77 | 1.91 | 0.16 | 0.52 | 0.66 | NA | 0.55 | 2.05 | -1.1 | 1.37 | 0.92 | 2.5 | 0.06 | 3.63 | 0.16 | 0.45 | 0.65 | 2.97 | 1.23 | -0.02 | 0.86 | 1.58 | -1.05 | 1.14 | 0.31 | 1.7 |
Draw Down(%) | NA | 7.1 | 8.5 | 36.1 | 36.1 | 36.1 | NA | 49.6 | 8.6 | 34.6 | 10.0 | 29.4 | 6.5 | 21.5 | 2.9 | 12.1 | 11.8 | 8.2 | 6.0 | 11.1 | 17.5 | 16.8 | 18.9 | 46.6 | 8.9 | 14.8 | 5.8 |
Standard Deviation(%) | NA | 17.0 | 15.4 | 21.4 | 23.7 | 19.9 | NA | 20.3 | 15.7 | 29.7 | 17.2 | 33.9 | 14.5 | 20.9 | 8.4 | 14.1 | 16.1 | 13.7 | 12.3 | 14.2 | 24.5 | 18.5 | 24.3 | 36.6 | 16.0 | 14.2 | 10.9 |
Treynor Ratio | NA | 0.34 | 0.35 | 0.04 | 0.15 | 0.15 | NA | 0.12 | 0.4 | -0.42 | 0.32 | 0.33 | 0.55 | 0.01 | 0.32 | 0.02 | 0.07 | 0.09 | 0.36 | 0.18 | 0.0 | 0.17 | 0.4 | -0.4 | 0.19 | 0.04 | 0.21 |
Alpha | NA | 0.07 | 0.02 | 0.02 | 0.01 | 0.01 | NA | 0.01 | 0.0 | 0.0 | 0.05 | -0.06 | 0.03 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.04 | 0.02 | 0.0 |
Beta | NA | 0.89 | 0.83 | 0.78 | 0.84 | 0.86 | NA | 0.9 | 0.8 | 0.78 | 0.74 | 0.93 | 0.66 | 0.99 | 0.95 | 0.93 | 0.99 | 0.99 | 1.01 | 0.96 | 0.92 | 0.95 | 0.97 | 0.97 | 0.95 | 1.03 | 0.89 |
RSquared | NA | 0.95 | 0.92 | 0.92 | 0.94 | 0.93 | NA | 0.94 | 0.91 | 0.94 | 0.85 | 0.97 | 0.69 | 0.99 | 0.95 | 0.96 | 0.98 | 0.98 | 0.97 | 0.97 | 0.99 | 0.97 | 0.96 | 0.97 | 0.95 | 0.89 | 0.88 |
Yield(%) | N/A | 0.0 | 5.8 | 2.9 | 4.1 | 5.4 | 9.1 | N/A | 6.5 | 0.7 | 3.5 | 4.6 | 2.2 | 4.2 | 3.2 | 1.7 | 3.9 | 4.2 | 2.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.2 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 501.4 | 29.6 | 76.6 | N/A | N/A | N/A | 501.4 | -74.1 | -6.8 | 186.6 | -48.5 | 63.9 | 100.0 | -55.9 | -3.2 | 160.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2005
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