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MAAGX: MFS AGGRESSIVE GROWTH ALLOCATION FUND A (MUTUAL FUND)
Basic Info 28.91 0.1(0.34%) April 25
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (48%) |
Start Date: | 07/23/2002 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 3.79% |
Expenses | 1.75% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/23/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 3.8 | 15.3 | 2.7 | 8.6 | 8.4 | 11.4 | 7.7 | 9.0 | 16.0 | -17.1 | 18.9 | 15.5 | 29.7 | -7.1 | 23.1 | 7.2 | -0.1 | 3.7 | 26.0 | 17.3 | -5.0 | 18.4 | 35.9 | -40.5 | 9.2 | 13.1 | 7.3 | 15.2 | 31.9 | 7.3 |
Sharpe Ratio | NA | 0.37 | 0.75 | 0.02 | 0.37 | 0.47 | NA | NA | 0.44 | 1.01 | -0.89 | 1.61 | 0.51 | 2.7 | -0.61 | 3.75 | 0.54 | -0.01 | 0.36 | 2.49 | 1.33 | -0.21 | 1.01 | 1.34 | -1.03 | 0.39 | 0.81 | 0.54 | 1.16 | 2.14 | 0.67 |
Draw Down(%) | NA | 5.0 | 10.5 | 25.7 | 32.8 | 32.8 | NA | NA | 55.3 | 10.5 | 25.1 | 5.6 | 32.8 | 5.3 | 17.6 | 1.8 | 10.7 | 11.7 | 9.1 | 6.7 | 11.3 | 21.4 | 13.7 | 24.3 | 51.2 | 10.6 | 12.6 | 8.0 | 10.6 | 12.8 | 17.5 |
Standard Deviation(%) | NA | 9.8 | 10.6 | 15.1 | 18.4 | 15.4 | NA | NA | 18.0 | 11.7 | 21.0 | 11.7 | 29.6 | 10.5 | 13.7 | 6.0 | 13.1 | 13.3 | 10.2 | 10.4 | 13.0 | 23.7 | 18.1 | 26.7 | 40.0 | 15.9 | 12.1 | 9.5 | 12.2 | 14.6 | 24.3 |
Treynor Ratio | NA | 0.04 | 0.1 | 0.0 | 0.07 | 0.08 | NA | NA | 0.09 | 0.14 | -0.2 | 0.24 | 0.16 | 0.31 | -0.09 | 0.31 | 0.1 | 0.0 | 0.04 | 0.33 | 0.22 | -0.06 | 0.23 | 0.41 | -0.47 | 0.08 | 0.14 | 0.08 | 0.23 | 0.43 | 0.21 |
Alpha | NA | 0.03 | 0.02 | 0.01 | 0.02 | 0.02 | NA | NA | 0.01 | 0.01 | -0.01 | 0.04 | 0.02 | 0.03 | 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 | 0.06 |
Beta | NA | 0.85 | 0.82 | 0.89 | 0.93 | 0.89 | NA | NA | 0.85 | 0.85 | 0.94 | 0.79 | 0.97 | 0.92 | 0.92 | 0.72 | 0.71 | 0.81 | 0.84 | 0.8 | 0.77 | 0.88 | 0.79 | 0.87 | 0.87 | 0.8 | 0.72 | 0.65 | 0.62 | 0.73 | 0.76 |
RSquared | NA | 0.78 | 0.79 | 0.79 | 0.86 | 0.84 | NA | NA | 0.84 | 0.78 | 0.82 | 0.72 | 0.92 | 0.83 | 0.83 | 0.73 | 0.82 | 0.87 | 0.79 | 0.87 | 0.91 | 0.94 | 0.86 | 0.91 | 0.91 | 0.88 | 0.72 | 0.5 | 0.44 | 0.54 | 0.63 |
Yield(%) | N/A | 0.0 | 3.5 | 4.4 | 5.3 | 5.3 | 8.2 | 5.4 | N/A | 3.6 | 3.4 | 7.6 | 4.0 | 5.8 | 5.1 | 4.8 | 3.1 | 5.0 | 1.3 | 1.2 | 1.3 | 1.4 | 1.5 | 1.7 | 2.5 | 6.8 | 2.5 | 2.4 | 1.2 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -15.9 | 21.1 | 58.4 | 219.1 | N/A | N/A | N/A | -15.9 | -49.0 | 110.0 | -14.5 | -1.7 | 26.6 | 64.9 | -42.4 | 296.0 | 31.6 | 5.6 | -10.0 | 11.1 | 12.5 | -60.0 | -62.3 | 194.4 | 12.5 | 128.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2002
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