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DVRIX: MFS Diversified Target Return I (MUTUAL FUND)
Basic Info 11.5 0.02(0.17%) March 31
| Asset Class: | Multialternative |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/20/2007 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.15% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.1 | 3.0 | 2.0 | 4.6 | 3.6 | 2.7 | 2.6 | 2.7 | -4.5 | 3.0 | 4.7 | 13.0 | -0.4 | 6.4 | -3.4 | -1.7 | 2.7 | 7.6 | 12.1 | 1.0 | 3.6 | 19.2 | -19.5 | -0.5 |
| SR | NA | 0.35 | -0.16 | 0.71 | 0.37 | 0.35 | NA | 0.23 | -0.86 | 0.81 | 0.43 | 2.92 | -0.46 | 2.61 | -0.94 | -0.3 | 0.6 | 1.5 | 2.88 | 0.14 | 0.51 | 0.97 | -0.92 | -3.69 |
| DD(%) | NA | 2.5 | 5.9 | 9.9 | 12.8 | 12.8 | NA | 36.5 | 9.2 | 2.4 | 12.8 | 2.7 | 4.6 | 1.0 | 4.7 | 7.5 | 2.6 | 5.9 | 2.8 | 5.0 | 7.1 | 20.5 | 29.6 | 1.0 |
| SD(%) | NA | 7.6 | 7.1 | 6.1 | 6.4 | 5.5 | NA | 9.3 | 6.9 | 3.7 | 10.3 | 4.0 | 3.8 | 2.2 | 3.9 | 5.9 | 4.4 | 5.0 | 4.2 | 7.3 | 6.8 | 19.7 | 22.2 | 5.1 |
| TR | NA | 0.22 | -0.05 | 0.19 | 0.1 | 0.09 | NA | 0.07 | -0.25 | 0.16 | 0.16 | 0.45 | -0.19 | 0.95 | -0.44 | -0.07 | 0.09 | 0.24 | 1.12 | -0.38 | 0.12 | 0.29 | -0.42 | -1.22 |
| Alpha(%) | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.02 | 0.0 | 0.02 | -0.02 | -0.01 | 0.0 | -0.01 | 0.04 | 0.01 | 0.0 | 0.01 | 0.0 | -0.1 |
| Beta(%) | NA | 0.12 | 0.22 | 0.23 | 0.24 | 0.23 | NA | 0.32 | 0.24 | 0.19 | 0.28 | 0.26 | 0.09 | 0.06 | 0.08 | 0.25 | 0.28 | 0.31 | 0.11 | -0.03 | 0.3 | 0.65 | 0.49 | 0.15 |
| RS | NA | 0.08 | 0.54 | 0.58 | 0.67 | 0.54 | NA | 0.52 | 0.68 | 0.45 | 0.85 | 0.65 | 0.17 | 0.03 | 0.08 | 0.42 | 0.54 | 0.46 | 0.11 | 0.01 | 0.62 | 0.8 | 0.81 | 0.23 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/20/2007
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