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MFRFX: MFS RESEARCH FUND A (MUTUAL FUND)
Basic Info 61.42 0.56(0.92%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 09/27/1973 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 0.50% |
| Expenses | 0.79% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/27/1973 |
2024 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.4 | 6.3 | 2.7 | 8.4 | 7.3 | 8.5 | 11.3 | 8.4 | 7.3 | 8.8 | 15.2 | -22.4 | 18.5 | 11.4 | 33.1 | -4.5 | 23.3 | 8.7 | 0.8 | 10.3 | 32.1 | 17.2 | -0.7 | 15.6 | 30.4 | -36.5 | 13.0 | 10.3 | 7.6 | 15.8 | 25.3 | -24.8 | -21.6 | -4.4 | 23.9 | 22.8 | 20.5 | 24.5 | 30.4 | -9.3 | 8.4 | 3.5 | 22.0 | -8.4 | 15.2 | 8.3 | -11.0 | -7.5 | 17.6 | -12.1 | 3.0 | 23.3 | -13.2 | 41.4 | 37.3 | 11.6 | 3.0 | 20.5 | 31.5 | -31.2 | -5.2 |
| Sharpe Ratio | NA | -0.05 | -0.26 | 0.25 | 0.21 | 0.35 | NA | NA | 0.21 | 0.14 | 0.79 | -0.98 | 1.32 | 0.33 | 2.57 | -0.35 | 3.37 | 0.65 | 0.05 | 0.84 | 2.78 | 1.33 | -0.03 | 0.85 | 1.1 | -0.9 | 0.61 | 0.63 | 0.51 | 1.24 | 1.53 | -1.04 | -1.04 | -0.31 | 1.16 | 0.91 | 0.96 | 1.74 | 2.35 | -0.85 | 0.41 | 0.08 | 1.2 | -1.18 | 0.72 | 0.28 | -0.42 | -0.47 | 0.92 | -1.18 | -0.13 | 0.91 | -1.52 | 1.61 | 1.59 | 0.31 | -0.07 | 1.18 | 1.34 | -1.47 | -0.66 |
| Draw Down(%) | NA | 19.1 | 26.0 | 26.0 | 27.0 | 33.5 | NA | NA | 55.8 | 12.6 | 9.6 | 23.6 | 8.5 | 33.5 | 6.1 | 19.5 | 2.2 | 10.7 | 11.9 | 8.1 | 5.1 | 10.1 | 19.6 | 16.6 | 25.3 | 47.8 | 10.0 | 10.0 | 8.0 | 10.1 | 12.6 | 33.2 | 38.1 | 20.9 | 12.5 | 27.2 | 10.8 | 11.6 | 6.1 | 18.6 | 11.4 | 9.5 | 7.2 | 18.9 | 13.1 | 6.7 | 45.3 | 30.0 | 17.3 | 19.4 | 26.7 | 12.9 | 25.6 | 12.3 | 7.2 | 14.7 | 6.6 | 5.1 | 15.2 | 37.8 | 16.7 |
| Standard Deviation(%) | NA | 24.3 | 21.3 | 18.4 | 18.3 | 18.6 | NA | NA | 19.3 | 15.4 | 14.0 | 24.5 | 14.0 | 33.7 | 12.3 | 16.5 | 6.8 | 13.2 | 15.6 | 12.2 | 11.5 | 13.0 | 24.3 | 18.4 | 27.4 | 41.4 | 16.4 | 11.2 | 10.6 | 12.0 | 16.0 | 24.8 | 23.3 | 27.1 | 17.8 | 21.5 | 17.6 | 11.9 | 11.3 | 14.4 | 15.5 | 14.1 | 15.2 | 11.5 | 13.1 | 12.9 | 35.8 | 24.5 | 13.5 | 15.8 | 23.5 | 17.3 | 15.3 | 20.5 | 19.0 | 21.3 | 10.5 | 14.4 | 20.4 | 24.9 | 35.6 |
| Treynor Ratio | NA | -0.02 | -0.08 | 0.07 | 0.06 | 0.09 | NA | NA | 0.06 | 0.04 | 0.18 | -0.4 | 0.49 | 0.13 | 0.58 | -0.08 | 0.33 | 0.1 | 0.01 | 0.12 | 0.35 | 0.2 | -0.01 | 0.16 | 0.28 | -0.35 | 0.1 | 0.09 | 0.07 | 0.19 | 0.32 | -0.34 | -0.39 | -0.12 | 0.27 | 0.24 | 0.22 | 0.34 | 0.43 | -0.16 | 0.08 | 0.01 | 0.23 | -0.26 | 0.13 | 0.05 | -0.77 | -0.4 | 1.14 | 22.77 | -0.44 | 1.7 | -0.77 | 0.83 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.05 | -0.03 | -0.01 | -0.01 | NA | NA | 0.01 | -0.03 | -0.04 | 0.01 | 0.07 | -0.1 | 0.03 | -0.02 | 0.01 | 0.04 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.02 | 0.03 | 0.01 | 0.03 | -0.01 | 0.04 | 0.02 | 0.02 | -0.01 | 0.04 | 0.04 | -0.01 | 0.01 | 0.04 | 0.03 | -0.05 | 0.04 | 0.01 | -0.04 | -0.05 | -0.04 | 0.0 | -0.01 | -0.02 | 0.04 | -0.07 | 0.0 | 0.06 | -0.08 | 0.08 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.72 | 0.69 | 0.66 | 0.6 | 0.69 | NA | NA | 0.66 | 0.57 | 0.61 | 0.59 | 0.38 | 0.86 | 0.55 | 0.76 | 0.7 | 0.86 | 0.94 | 0.86 | 0.93 | 0.86 | 0.9 | 0.94 | 1.09 | 1.08 | 0.97 | 0.81 | 0.82 | 0.78 | 0.77 | 0.76 | 0.62 | 0.74 | 0.77 | 0.81 | 0.76 | 0.61 | 0.62 | 0.78 | 0.76 | 0.87 | 0.79 | 0.53 | 0.75 | 0.77 | 0.19 | 0.29 | 0.11 | -0.01 | 0.07 | 0.09 | 0.3 | 0.4 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.93 | 0.77 | 0.75 | 0.72 | 0.78 | NA | NA | 0.49 | 0.59 | 0.67 | 0.81 | 0.41 | 0.85 | 0.66 | 0.93 | 0.79 | 0.92 | 0.94 | 0.92 | 0.94 | 0.93 | 0.96 | 0.97 | 0.96 | 0.95 | 0.94 | 0.89 | 0.82 | 0.89 | 0.84 | 0.94 | 0.88 | 0.88 | 0.83 | 0.81 | 0.74 | 0.53 | 0.33 | 0.35 | 0.25 | 0.47 | 0.67 | 0.76 | 0.58 | 0.89 | 0.05 | 0.07 | 0.03 | 0.0 | 0.0 | 0.01 | 0.13 | 0.15 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.5 | 0.6 | 0.6 | 4.1 | 6.6 | 5.0 | N/A | 0.6 | 0.6 | 0.6 | 0.4 | 0.6 | 4.7 | 10.6 | 9.9 | 5.9 | 6.6 | 5.9 | 3.5 | 0.9 | 0.8 | 0.9 | 1.2 | 0.6 | 0.7 | 0.3 | 0.1 | 0.4 | 1.3 | 0.0 | 0.0 | 12.4 | 8.6 | 4.5 | 5.4 | 6.0 | 0.4 | 0.1 | 0.3 | 0.6 | 1.8 | 3.1 | 3.8 | 2.7 | 1.7 | 1.9 | 2.9 | 2.8 | 2.1 | 4.2 | 2.9 | 4.0 | 3.7 | 3.4 | 2.5 | 2.6 | 3.2 | 2.6 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | 0.7 | -56.4 | -90.3 | 260.4 | 107.5 | 89.7 | N/A | 0.7 | -12.0 | 79.5 | -31.7 | -83.6 | -62.3 | 21.5 | 76.8 | -16.7 | 16.7 | 108.8 | 367.0 | 8.3 | -1.4 | 3.0 | 34.0 | -3.2 | 142.2 | 113.3 | -56.5 | -64.8 | N/A | N/A | -100.0 | 64.5 | 124.8 | -3.7 | 4.4 | 1756.9 | 183.3 | -52.6 | -43.3 | -62.4 | -49.3 | -8.8 | 44.2 | 46.7 | -19.8 | -25.6 | -11.6 | 38.0 | -41.9 | 21.1 | -1.4 | 44.0 | 16.3 | 37.8 | 14.7 | 1.5 | -18.3 | 90.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/27/1973
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See LARGE GROWTH Asset Class Trend Rankings |
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