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EAMCX: MFS MID CAP GROWTH FUND 529A (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/30/2002 |
Last Dividend Date: | 12/09/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.78% |
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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 | -24.2 | 4.3 | 10.4 | 12.7 | 7.7 | 8.6 | -28.4 | 9.5 | 35.3 | 37.4 | 0.8 | 26.0 | 4.4 | 4.2 | 8.6 | 36.9 | 16.1 | -6.3 | 28.6 | 41.4 | -51.2 | 9.1 | 1.8 | 2.4 | 14.4 | 37.5 | -3.1 |
Sharpe Ratio | NA | -1.13 | 0.16 | 0.45 | 0.68 | NA | 0.37 | -1.78 | 0.51 | 1.06 | 2.64 | -0.03 | 3.04 | 0.28 | 0.26 | 0.62 | 2.88 | 1.04 | -0.23 | 1.39 | 1.49 | -1.22 | 0.35 | -0.11 | 0.02 | 0.81 | 1.85 | -0.34 |
Draw Down(%) | NA | 32.4 | 33.6 | 33.6 | 33.6 | NA | 61.8 | 30.6 | 12.5 | 33.6 | 6.6 | 22.0 | 2.8 | 13.7 | 11.8 | 8.7 | 4.8 | 11.7 | 23.1 | 15.6 | 20.5 | 59.9 | 11.6 | 15.9 | 11.6 | 17.6 | 11.4 | 16.3 |
Standard Deviation(%) | NA | 21.8 | 25.0 | 21.6 | 18.1 | NA | 21.1 | 25.5 | 18.5 | 33.1 | 13.7 | 18.5 | 8.4 | 14.9 | 15.6 | 13.8 | 12.8 | 15.6 | 27.8 | 20.4 | 27.7 | 42.6 | 17.5 | 14.6 | 11.8 | 16.7 | 19.9 | 28.9 |
Treynor Ratio | NA | -0.38 | 0.05 | 0.11 | 0.14 | NA | 0.09 | -0.75 | 0.1 | 0.38 | 0.38 | -0.01 | 0.27 | 0.05 | 0.04 | 0.09 | 0.39 | 0.17 | -0.06 | 0.31 | 0.45 | -0.58 | 0.06 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.05 | -0.01 | 0.01 | 0.01 | NA | 0.01 | -0.12 | -0.04 | 0.01 | 0.02 | 0.03 | 0.02 | -0.01 | 0.02 | -0.02 | 0.02 | 0.0 | -0.01 | 0.01 | 0.01 | -0.06 | -0.03 | -0.02 | NA | NA | NA | NA |
Beta | NA | 0.65 | 0.84 | 0.86 | 0.89 | NA | 0.91 | 0.6 | 0.97 | 0.92 | 0.95 | 1.0 | 0.96 | 0.91 | 0.97 | 0.99 | 0.94 | 0.95 | 0.97 | 0.91 | 0.91 | 0.9 | 0.97 | 0.95 | NA | NA | NA | NA |
RSquared | NA | 0.71 | 0.88 | 0.89 | 0.91 | NA | 0.81 | 0.66 | 0.92 | 0.97 | 0.94 | 0.97 | 0.88 | 0.95 | 0.97 | 0.96 | 0.95 | 0.97 | 0.98 | 0.97 | 0.97 | 0.97 | 0.92 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.2 | 4.7 | 10.4 | 5.8 | 3.0 | 7.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | -75.3 | -48.2 | 80.8 | 95.0 | -59.2 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/2002
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