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MFEGX: MFS GROWTH FUND A (MUTUAL FUND)
Basic Info 179.54 2.85(1.61%) May 03
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (60%) |
Start Date: | 06/21/1996 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 0.28% |
Expenses | 0.50% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 13.8 | 39.1 | 6.8 | 13.9 | 14.3 | 15.9 | 11.8 | 8.7 | 35.8 | -31.3 | 23.3 | 31.3 | 37.4 | 2.4 | 30.5 | 2.2 | 7.1 | 8.6 | 36.3 | 17.1 | -0.6 | 15.7 | 38.2 | -37.6 | 20.9 | 7.5 | 8.7 | 13.1 | 31.8 | -35.4 | -25.8 | -25.4 | 50.1 | 24.5 | 20.6 | 1.4 |
Sharpe Ratio | NA | 2.42 | 2.27 | 0.21 | 0.52 | 0.66 | NA | NA | 0.32 | 2.02 | -1.1 | 1.35 | 0.91 | 2.48 | 0.05 | 3.59 | 0.14 | 0.44 | 0.63 | 2.94 | 1.21 | -0.03 | 0.84 | 1.57 | -1.05 | 1.13 | 0.3 | 0.59 | 0.82 | 1.65 | -1.31 | -0.72 | -0.7 | 1.93 | 0.75 | 0.79 | -0.04 |
Draw Down(%) | NA | 7.1 | 8.6 | 36.3 | 36.3 | 36.3 | NA | NA | 72.4 | 8.6 | 34.7 | 10.0 | 29.4 | 6.5 | 21.5 | 2.9 | 12.2 | 11.8 | 8.2 | 6.0 | 11.2 | 17.5 | 16.8 | 18.9 | 46.7 | 8.9 | 14.8 | 9.2 | 15.3 | 12.8 | 42.6 | 51.3 | 39.8 | 15.4 | 37.0 | 14.4 | 16.6 |
Standard Deviation(%) | NA | 17.5 | 15.5 | 21.5 | 23.8 | 19.9 | NA | NA | 22.9 | 15.7 | 29.7 | 17.2 | 33.9 | 14.5 | 20.9 | 8.4 | 14.1 | 16.1 | 13.7 | 12.3 | 14.2 | 24.5 | 18.5 | 24.3 | 36.6 | 16.0 | 14.2 | 11.0 | 14.8 | 18.8 | 28.0 | 39.8 | 42.1 | 24.3 | 28.2 | 21.5 | 20.6 |
Treynor Ratio | NA | 0.47 | 0.42 | 0.06 | 0.15 | 0.15 | NA | NA | 0.08 | 0.4 | -0.42 | 0.31 | 0.33 | 0.54 | 0.01 | 0.32 | 0.02 | 0.07 | 0.09 | 0.36 | 0.18 | -0.01 | 0.16 | 0.39 | -0.4 | 0.19 | 0.04 | 0.07 | 0.13 | 0.35 | -0.42 | -0.26 | -0.26 | 0.51 | 0.23 | 0.19 | -0.01 |
Alpha | NA | 0.05 | 0.02 | 0.02 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | 0.05 | -0.06 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | -0.01 | 0.04 | 0.02 | 0.0 | 0.02 | 0.03 | -0.02 | 0.05 | 0.0 | 0.11 | -0.01 | 0.01 | 0.0 |
Beta | NA | 0.9 | 0.84 | 0.79 | 0.84 | 0.86 | NA | NA | 0.93 | 0.8 | 0.78 | 0.74 | 0.93 | 0.66 | 0.99 | 0.95 | 0.93 | 0.99 | 0.99 | 1.01 | 0.96 | 0.92 | 0.95 | 0.97 | 0.97 | 0.95 | 1.03 | 0.87 | 0.96 | 0.89 | 0.86 | 1.09 | 1.12 | 0.93 | 0.93 | 0.88 | 0.74 |
RSquared | NA | 0.95 | 0.92 | 0.92 | 0.94 | 0.93 | NA | NA | 0.87 | 0.91 | 0.94 | 0.85 | 0.97 | 0.69 | 0.99 | 0.95 | 0.96 | 0.98 | 0.98 | 0.97 | 0.97 | 0.99 | 0.97 | 0.96 | 0.97 | 0.95 | 0.89 | 0.87 | 0.89 | 0.83 | 0.95 | 0.92 | 0.85 | 0.65 | 0.63 | 0.68 | 0.32 |
Yield(%) | N/A | 0.0 | 6.1 | 3.1 | 4.2 | 5.5 | 8.7 | 6.9 | N/A | 6.8 | 0.8 | 3.6 | 4.8 | 2.3 | 4.2 | 3.3 | 1.7 | 4.0 | 4.3 | 2.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 7.7 | 0.7 | 1.1 | 1.1 | 1.2 |
Dividend Growth(%) | N/A | -100.0 | 501.4 | 30.5 | 77.7 | 776.7 | N/A | N/A | N/A | 501.4 | -74.1 | -6.8 | 186.6 | -47.4 | 60.5 | 100.0 | -55.9 | -3.2 | 179.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 1551.6 | -24.4 | 20.6 | -8.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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