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EAGTX: MFS AGGRESSIVE GROWTH ALLOCATION FUND 529A (MUTUAL FUND)
Basic Info
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/30/2002 |
Last Dividend Date: | 12/28/2021 |
12-Mo. Yield | 3.30% |
Expenses | 1.75% |
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Performance Analytics (As of 07/27/2022)
Not up-to-date? TryLast 1 Week* | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -11.8 | -9.2 | -1.8 | 4.6 | 3.2 | 5.7 | -16.1 | -31.9 | 15.5 | 29.6 | -7.1 | 23.0 | 7.2 | -0.2 | 3.7 | 26.0 | 17.2 | -5.1 | 18.6 | 36.0 | -40.6 | 9.0 | 12.8 | 7.0 | 15.4 | 31.6 | -2.6 |
Sharpe Ratio | NA | -0.81 | -0.28 | -0.09 | 0.2 | NA | 0.24 | -1.61 | -0.65 | 0.51 | 2.72 | -0.62 | 3.73 | 0.53 | -0.02 | 0.36 | 2.48 | 1.33 | -0.22 | 1.02 | 1.34 | -1.04 | 0.38 | 0.79 | 0.51 | 1.18 | 2.13 | -0.38 |
Draw Down(%) | NA | 18.2 | 42.9 | 42.9 | 42.9 | NA | 55.4 | 17.6 | 40.5 | 32.8 | 5.3 | 17.6 | 1.8 | 10.7 | 11.8 | 9.1 | 6.7 | 11.4 | 21.4 | 13.5 | 24.2 | 51.2 | 10.6 | 12.7 | 8.0 | 10.7 | 12.8 | 13.9 |
Standard Deviation(%) | NA | 15.0 | 34.1 | 27.4 | 20.9 | NA | 20.9 | 17.0 | 49.4 | 29.7 | 10.4 | 13.7 | 6.0 | 13.0 | 13.3 | 10.2 | 10.5 | 13.0 | 23.7 | 18.1 | 26.7 | 40.0 | 16.0 | 12.1 | 9.5 | 12.2 | 14.5 | 22.5 |
Treynor Ratio | NA | -0.19 | -0.12 | -0.03 | 0.05 | NA | 0.06 | -0.46 | -0.92 | 0.16 | 0.33 | -0.09 | 0.31 | 0.1 | 0.0 | 0.04 | 0.32 | 0.22 | -0.06 | 0.23 | 0.41 | -0.48 | 0.07 | 0.13 | 0.07 | 0.23 | 0.43 | -0.11 |
Alpha | NA | -0.02 | -0.04 | -0.01 | 0.0 | NA | 0.0 | -0.05 | -0.13 | 0.02 | 0.04 | 0.03 | 0.01 | 0.01 | 0.01 | 0.03 | 0.05 | 0.01 | 0.03 | 0.03 | 0.01 | -0.01 | -0.01 | -0.02 | -0.01 | 0.01 | 0.01 | 0.01 |
Beta | NA | 0.64 | 0.83 | 0.84 | 0.82 | NA | 0.82 | 0.6 | 0.35 | 0.98 | 0.86 | 0.92 | 0.72 | 0.71 | 0.81 | 0.84 | 0.8 | 0.77 | 0.88 | 0.79 | 0.87 | 0.87 | 0.8 | 0.73 | 0.65 | 0.62 | 0.72 | 0.75 |
RSquared | NA | 0.53 | 0.33 | 0.37 | 0.46 | NA | 0.67 | 0.51 | 0.01 | 0.93 | 0.75 | 0.83 | 0.73 | 0.83 | 0.86 | 0.79 | 0.87 | 0.91 | 0.94 | 0.86 | 0.91 | 0.91 | 0.88 | 0.73 | 0.51 | 0.44 | 0.54 | 0.64 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.3 | 1.1 | 1.3 | 1.3 | 1.6 | 1.6 | 2.5 | 6.6 | 2.3 | 2.2 | 1.4 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 33.3 | 0.0 | -5.3 | -5.0 | 33.3 | -61.5 | -62.1 | 212.1 | 13.8 | 70.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/2002
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