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EAIDX: MFS INTERNATIONAL NEW DISCOVERY FUND 529A (MUTUAL FUND)
Basic Info
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/30/2002 |
| Last Dividend Date: | 12/07/2021 |
| 12-Mo. Yield | 4.79% |
| Expenses | 2.03% |
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Performance Analytics (As of 07/27/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/30/2002 |
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 | -18.5 | 0.7 | 2.5 | 6.0 | 4.1 | 8.8 | -17.9 | -0.4 | 9.7 | 22.5 | -10.7 | 31.7 | 0.3 | 2.5 | -2.9 | 19.4 | 24.7 | -10.3 | 22.0 | 47.3 | -44.1 | 8.5 | 26.5 | 20.0 | 24.2 | 48.2 | -3.2 |
| Sharpe Ratio | NA | -1.4 | 0.02 | 0.12 | 0.42 | NA | 0.47 | -2.0 | -0.04 | 0.37 | 2.3 | -1.02 | 4.88 | 0.0 | 0.2 | -0.33 | 2.07 | 1.91 | -0.45 | 1.22 | 1.91 | -1.19 | 0.32 | 1.56 | 1.82 | 1.67 | 4.27 | -0.83 |
| Draw Down(%) | NA | 25.1 | 34.8 | 34.8 | 34.8 | NA | 58.7 | 20.3 | 13.4 | 34.8 | 6.6 | 18.2 | 2.6 | 10.3 | 12.2 | 12.7 | 8.0 | 11.3 | 22.1 | 15.1 | 22.3 | 54.8 | 14.0 | 18.4 | 9.4 | 11.3 | 11.0 | 12.2 |
| Standard Deviation(%) | NA | 13.5 | 17.6 | 15.1 | 13.3 | NA | 17.1 | 15.1 | 11.3 | 25.3 | 9.2 | 11.7 | 6.4 | 15.3 | 12.5 | 9.0 | 9.4 | 13.0 | 22.8 | 17.9 | 24.7 | 37.9 | 17.5 | 14.9 | 9.8 | 13.9 | 11.1 | 12.6 |
| Treynor Ratio | NA | -0.64 | 0.01 | 0.04 | 0.1 | NA | 0.11 | -0.92 | -0.02 | 0.13 | 0.37 | -0.21 | 0.62 | 0.0 | 0.03 | -0.05 | 0.3 | 0.34 | -0.13 | 0.27 | 0.57 | -0.53 | 0.06 | 0.25 | 0.23 | 0.26 | 0.75 | -0.26 |
| Alpha | NA | -0.06 | -0.02 | -0.01 | 0.0 | NA | 0.01 | -0.07 | -0.02 | -0.1 | 0.02 | -0.02 | 0.04 | 0.0 | 0.01 | 0.0 | 0.02 | 0.03 | 0.0 | 0.03 | 0.04 | -0.04 | -0.02 | 0.01 | 0.03 | 0.02 | 0.08 | -0.02 |
| Beta | NA | 0.29 | 0.5 | 0.51 | 0.56 | NA | 0.71 | 0.33 | 0.28 | 0.75 | 0.57 | 0.57 | 0.51 | 0.8 | 0.71 | 0.64 | 0.65 | 0.73 | 0.79 | 0.81 | 0.83 | 0.84 | 0.87 | 0.93 | 0.76 | 0.9 | 0.64 | 0.4 |
| RSquared | NA | 0.51 | 0.64 | 0.66 | 0.7 | NA | 0.82 | 0.59 | 0.37 | 0.84 | 0.81 | 0.8 | 0.52 | 0.84 | 0.85 | 0.8 | 0.86 | 0.92 | 0.97 | 0.95 | 0.96 | 0.97 | 0.92 | 0.88 | 0.67 | 0.7 | 0.62 | 0.58 |
| Yield(%) | N/A | 4.8 | 4.2 | 4.3 | 4.0 | 3.6 | N/A | 0.0 | 5.0 | 4.1 | 3.1 | 5.6 | 3.3 | 2.5 | 0.9 | 1.1 | 1.3 | 1.3 | 1.0 | 1.0 | 1.5 | 4.9 | 19.9 | 11.5 | 8.2 | 6.3 | 0.8 | 0.0 |
| Dividend Growth(%) | N/A | 29.7 | 18.5 | 284.9 | N/A | N/A | N/A | -100.0 | 29.7 | 60.5 | -54.3 | 119.2 | 30.3 | 166.3 | -19.5 | 4.3 | 18.1 | 12.9 | 17.2 | 0.5 | -83.9 | -78.0 | 93.5 | 60.7 | 51.1 | 1063.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/30/2002
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