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MFEIX: MFS GROWTH FUND I (MUTUAL FUND)
Basic Info 195.25 4.25(2.23%) April 26
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (90%) |
Start Date: | 12/31/1996 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 0.25% |
Expenses | 0.50% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1996 |
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(%) | 3.9 | 13.5 | 41.2 | 6.4 | 14.2 | 14.7 | 16.3 | 11.8 | 8.6 | 36.1 | -31.1 | 23.6 | 31.7 | 37.7 | 2.6 | 30.8 | 2.5 | 7.3 | 8.9 | 36.6 | 17.3 | -0.3 | 16.0 | 38.5 | -37.5 | 21.2 | 7.8 | 8.9 | 13.2 | 32.2 | -35.2 | -25.6 | -32.5 | 49.8 | 23.6 | 20.7 | 0.0 |
Sharpe Ratio | NA | 2.57 | 2.41 | 0.19 | 0.53 | 0.69 | NA | NA | 0.3 | 2.05 | -1.1 | 1.35 | 0.92 | 2.5 | 0.06 | 3.63 | 0.16 | 0.45 | 0.65 | 2.97 | 1.23 | -0.01 | 0.86 | 1.58 | -1.05 | 1.14 | 0.32 | 0.61 | 0.83 | 1.67 | -1.3 | -0.71 | -0.67 | 1.91 | 0.72 | 0.79 | NA |
Draw Down(%) | NA | 7.1 | 8.5 | 36.1 | 36.1 | 36.1 | NA | NA | 77.4 | 8.6 | 34.6 | 10.0 | 29.4 | 6.5 | 21.5 | 2.9 | 12.1 | 11.8 | 8.2 | 6.0 | 11.1 | 17.4 | 16.8 | 18.9 | 46.6 | 8.9 | 14.8 | 9.1 | 15.2 | 12.7 | 42.5 | 51.2 | 51.0 | 15.4 | 37.0 | 15.4 | 0.0 |
Standard Deviation(%) | NA | 17.3 | 15.5 | 21.5 | 23.8 | 19.9 | NA | NA | 23.9 | 15.7 | 29.8 | 17.4 | 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 | 11.1 | 14.8 | 18.8 | 28.0 | 39.8 | 54.8 | 24.3 | 28.1 | 21.6 | 0.0 |
Treynor Ratio | NA | 0.5 | 0.45 | 0.05 | 0.15 | 0.16 | NA | NA | 0.08 | 0.4 | -0.42 | 0.31 | 0.33 | 0.55 | 0.01 | 0.32 | 0.02 | 0.07 | 0.09 | 0.36 | 0.18 | 0.0 | 0.17 | 0.39 | -0.4 | 0.19 | 0.04 | 0.08 | 0.13 | 0.35 | -0.42 | -0.26 | -0.32 | 0.5 | 0.22 | 0.19 | 1.0 |
Alpha | NA | 0.06 | 0.02 | 0.02 | 0.01 | 0.01 | NA | NA | 0.01 | 0.0 | 0.0 | 0.05 | -0.06 | 0.03 | 0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.04 | 0.02 | 0.0 | 0.02 | 0.03 | -0.02 | 0.05 | -0.02 | 0.11 | -0.01 | 0.01 | NA |
Beta | NA | 0.9 | 0.84 | 0.79 | 0.84 | 0.86 | NA | NA | 0.94 | 0.8 | 0.78 | 0.75 | 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 | 0.88 | 0.96 | 0.89 | 0.86 | 1.09 | 1.15 | 0.93 | 0.93 | 0.88 | NA |
RSquared | NA | 0.95 | 0.92 | 0.92 | 0.94 | 0.93 | NA | NA | 0.82 | 0.91 | 0.95 | 0.86 | 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 | 0.53 | 0.65 | 0.64 | 0.68 | 0.0 |
Yield(%) | N/A | 0.0 | 5.8 | 2.9 | 4.0 | 5.4 | 8.9 | 6.5 | N/A | 6.3 | 0.7 | 3.4 | 4.5 | 2.1 | 4.0 | 3.2 | 1.7 | 3.8 | 4.1 | 2.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.0 | 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 | -100.0 | 501.4 | 29.9 | 76.9 | 763.4 | N/A | N/A | N/A | 501.4 | -74.1 | -6.8 | 186.6 | -48.1 | 62.6 | 98.3 | -55.6 | -3.2 | 160.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | 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 12/31/1996
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