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EARSX: MFS RESEARCH INTERNATIONAL FUND 529A (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/30/2002 |
Last Dividend Date: | 12/07/2021 |
12-Mo. Yield | 1.28% |
Expenses | 0.75% |
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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 | -13.5 | 4.6 | 4.3 | 5.8 | 2.5 | 6.4 | -16.7 | 10.3 | 12.9 | 27.6 | -14.2 | 28.0 | -1.1 | -2.0 | -7.0 | 18.6 | 16.7 | -11.0 | 10.9 | 30.9 | -42.7 | 12.6 | 26.9 | 15.9 | 20.1 | 32.3 | -3.8 |
Sharpe Ratio | NA | -0.92 | 0.22 | 0.22 | 0.36 | NA | 0.29 | -1.62 | 0.91 | 0.47 | 2.62 | -1.17 | 3.8 | -0.08 | -0.13 | -0.65 | 1.52 | 1.06 | -0.41 | 0.53 | 1.06 | -0.99 | 0.56 | 1.63 | 1.36 | 1.34 | 2.34 | -0.63 |
Draw Down(%) | NA | 21.5 | 30.7 | 30.7 | 30.7 | NA | 59.8 | 19.9 | 6.6 | 30.7 | 6.0 | 21.9 | 2.3 | 13.5 | 17.0 | 12.5 | 9.3 | 15.3 | 24.5 | 17.7 | 28.8 | 55.1 | 12.2 | 17.1 | 8.5 | 10.5 | 14.2 | 11.2 |
Standard Deviation(%) | NA | 15.1 | 19.0 | 16.3 | 15.0 | NA | 19.4 | 17.5 | 11.3 | 27.0 | 10.0 | 13.2 | 7.2 | 17.8 | 15.4 | 10.8 | 12.2 | 15.8 | 26.8 | 20.3 | 29.0 | 43.8 | 17.1 | 14.6 | 10.1 | 14.3 | 13.5 | 19.1 |
Treynor Ratio | NA | -0.2 | 0.05 | 0.04 | 0.06 | NA | 0.06 | -0.43 | 0.13 | 0.15 | 0.3 | -0.16 | 0.31 | -0.01 | -0.02 | -0.08 | 0.2 | 0.18 | -0.11 | 0.11 | 0.31 | -0.42 | 0.1 | 0.23 | 0.16 | 0.2 | 0.37 | -0.14 |
Alpha | NA | -0.02 | 0.0 | 0.01 | 0.0 | NA | 0.0 | -0.06 | 0.01 | 0.02 | 0.03 | 0.0 | 0.02 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 |
Beta | NA | 0.7 | 0.82 | 0.84 | 0.88 | NA | 0.95 | 0.66 | 0.81 | 0.86 | 0.86 | 0.96 | 0.89 | 0.99 | 0.97 | 0.93 | 0.93 | 0.93 | 0.97 | 0.94 | 1.0 | 1.04 | 0.94 | 1.04 | 0.85 | 0.96 | 0.85 | 0.84 |
RSquared | NA | 0.67 | 0.88 | 0.88 | 0.9 | NA | 0.92 | 0.61 | 0.85 | 0.96 | 0.84 | 0.94 | 0.84 | 0.96 | 0.94 | 0.93 | 0.93 | 0.96 | 0.98 | 0.97 | 0.96 | 0.95 | 0.85 | 0.9 | 0.74 | 0.85 | 0.79 | 0.94 |
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 | 2.1 | 1.5 | 1.9 | 1.6 | 1.3 | 1.7 | 2.1 | 11.6 | 12.4 | 9.3 | 5.4 | 0.1 | 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 | 60.9 | -11.5 | 4.0 | 38.9 | 0.0 | -55.0 | -82.0 | 3.7 | 46.6 | 94.7 | 7400.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/2002
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