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MGRDX: MFS INTERNATIONAL GROWTH FUND R6 (MUTUAL FUND)
Basic Info 42.61 0.27(0.64%) May 10
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (6%) |
Start Date: | 12/15/2006 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 2.87% |
Expenses | 0.70% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/04/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.4 | 5.9 | 8.2 | 2.4 | 8.1 | 7.0 | 8.9 | 8.8 | 14.9 | -14.9 | 9.6 | 15.8 | 27.3 | -8.8 | 32.6 | 2.8 | 0.4 | -5.0 | 13.9 | 19.8 | -10.7 | 15.1 | 38.1 | -41.6 | 7.3 | -5.9 |
Sharpe Ratio | NA | 1.19 | 0.37 | 0.01 | 0.36 | 0.38 | NA | 0.2 | 0.87 | -0.77 | 0.83 | 0.58 | 2.45 | -0.73 | 4.4 | 0.16 | 0.03 | -0.48 | 1.2 | 1.25 | -0.4 | 0.8 | 1.45 | -1.09 | 0.22 | -2.11 |
Draw Down(%) | NA | 6.3 | 13.6 | 27.7 | 29.6 | 29.6 | NA | 59.7 | 13.6 | 26.8 | 6.3 | 29.6 | 6.4 | 15.9 | 2.2 | 9.7 | 14.8 | 13.0 | 9.9 | 14.5 | 24.3 | 16.0 | 23.9 | 52.0 | 14.4 | 7.3 |
Standard Deviation(%) | NA | 11.4 | 11.9 | 15.6 | 17.7 | 15.4 | NA | 19.4 | 12.3 | 21.3 | 11.7 | 26.7 | 10.6 | 13.7 | 7.3 | 15.9 | 14.6 | 10.5 | 11.6 | 15.9 | 26.7 | 18.9 | 26.2 | 38.8 | 19.4 | 40.3 |
Treynor Ratio | NA | 0.22 | 0.07 | 0.0 | 0.1 | 0.09 | NA | 0.05 | 0.18 | -0.28 | 0.2 | 0.19 | 0.39 | -0.15 | 0.48 | 0.03 | 0.0 | -0.06 | 0.17 | 0.22 | -0.12 | 0.18 | 0.43 | -0.49 | 0.05 | -0.22 |
Alpha | NA | 0.01 | 0.0 | 0.02 | 0.01 | 0.0 | NA | 0.0 | 0.01 | 0.02 | 0.04 | -0.09 | 0.02 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.01 | 0.01 | 0.0 | -0.02 | -0.02 | -0.99 |
Beta | NA | 0.63 | 0.63 | 0.58 | 0.65 | 0.68 | NA | 0.79 | 0.61 | 0.58 | 0.48 | 0.81 | 0.66 | 0.68 | 0.67 | 0.86 | 0.86 | 0.79 | 0.82 | 0.9 | 0.93 | 0.85 | 0.89 | 0.86 | 0.89 | 3.94 |
RSquared | NA | 0.75 | 0.75 | 0.78 | 0.79 | 0.81 | NA | 0.88 | 0.75 | 0.83 | 0.67 | 0.86 | 0.81 | 0.85 | 0.7 | 0.91 | 0.89 | 0.88 | 0.9 | 0.95 | 0.97 | 0.96 | 0.97 | 0.97 | 0.8 | 0.45 |
Yield(%) | N/A | 0.0 | 2.9 | 3.9 | 3.7 | 3.4 | 4.6 | N/A | 3.2 | 2.5 | 7.1 | 0.9 | 1.9 | 3.7 | 3.4 | 1.5 | 1.2 | 2.4 | 1.3 | 1.7 | 1.1 | 1.1 | 1.4 | 0.9 | 1.2 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | 5.7 | 148.0 | 77.9 | N/A | N/A | N/A | 6.4 | -63.8 | 794.1 | -39.3 | -54.8 | 40.9 | 131.6 | 22.6 | -54.4 | 100.0 | -10.5 | 46.2 | 13.0 | 4.5 | -12.0 | -16.7 | 3.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2012
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