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MCRRX: MFS Core Growth R2 (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/03/2003 |
| Last Dividend Date: | 12/10/2009 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 10/20/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 11/03/2003 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.5 | 5.7 | -0.1 | 2.7 | -5.4 | 12.7 | 23.7 | -36.6 | 14.6 | 9.1 | 6.0 | 9.9 | 1.4 |
| Sharpe Ratio | NA | 0.02 | 0.23 | -0.05 | 0.07 | -0.33 | 0.72 | 1.02 | -1.07 | 0.76 | 0.52 | 0.39 | 0.72 | 0.63 |
| Draw Down(%) | NA | 17.3 | 26.3 | 49.1 | 49.1 | 17.3 | 15.6 | 20.4 | 43.5 | 8.5 | 9.4 | 7.1 | 10.7 | 3.9 |
| Standard Deviation(%) | NA | 19.5 | 24.2 | 23.5 | 19.7 | 20.5 | 17.6 | 23.3 | 35.1 | 15.2 | 11.1 | 9.8 | 12.4 | 13.0 |
| Treynor Ratio | NA | 0.01 | 0.06 | -0.01 | 0.02 | -0.1 | 0.14 | 0.25 | -0.4 | 0.13 | 0.07 | 0.05 | 0.11 | 0.09 |
| Alpha | NA | -0.03 | -0.04 | -0.03 | -0.01 | -0.02 | 0.01 | -0.03 | -0.01 | 0.02 | 0.03 | -0.01 | 0.01 | -0.03 |
| Beta | NA | 0.69 | 0.88 | 0.89 | 0.88 | 0.67 | 0.91 | 0.94 | 0.93 | 0.91 | 0.83 | 0.8 | 0.82 | 0.93 |
| RSquared | NA | 0.72 | 0.91 | 0.93 | 0.93 | 0.71 | 0.98 | 0.98 | 0.98 | 0.96 | 0.93 | 0.91 | 0.93 | 0.96 |
| Yield(%) | N/A | 0.0 | 0.0 | 2.4 | N/A | 0.0 | 0.0 | 0.1 | 5.3 | 4.3 | 1.9 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -99.6 | N/A | N/A | N/A | -100.0 | -99.1 | 35.8 | 131.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2003
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See LARGE GROWTH Asset Class Trend Rankings |
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