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MGRTX: MFS INTERNATIONAL GROWTH FUND R3 (MUTUAL FUND)
Basic Info 42.65 0.2(0.47%) May 21
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (10%) |
Start Date: | 10/07/2008 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 2.63% |
Expenses | 0.70% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/07/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 7.6 | 10.0 | 2.9 | 8.3 | 6.7 | 8.6 | 8.4 | 14.5 | -15.2 | 9.2 | 15.5 | 26.9 | -9.1 | 32.1 | 2.4 | 0.0 | -5.3 | 13.6 | 19.4 | -10.8 | 14.9 | 37.6 | -5.7 |
Sharpe Ratio | NA | 1.59 | 0.57 | 0.03 | 0.37 | 0.37 | NA | 0.4 | 0.84 | -0.78 | 0.79 | 0.57 | 2.41 | -0.76 | 4.34 | 0.14 | 0.0 | -0.51 | 1.17 | 1.23 | -0.4 | 0.79 | 1.43 | -0.33 |
Draw Down(%) | NA | 6.4 | 13.7 | 27.9 | 29.7 | 29.7 | NA | 29.7 | 13.7 | 27.0 | 6.4 | 29.7 | 6.5 | 16.2 | 2.3 | 9.7 | 15.0 | 13.1 | 9.9 | 14.6 | 24.3 | 16.0 | 24.1 | 24.8 |
Standard Deviation(%) | NA | 11.3 | 11.9 | 15.5 | 17.7 | 15.5 | NA | 19.0 | 12.3 | 21.3 | 11.7 | 26.7 | 10.6 | 13.7 | 7.3 | 15.9 | 14.6 | 10.6 | 11.5 | 15.9 | 27.1 | 18.9 | 26.2 | 66.7 |
Treynor Ratio | NA | 0.29 | 0.11 | 0.01 | 0.1 | 0.08 | NA | 0.1 | 0.17 | -0.29 | 0.19 | 0.19 | 0.39 | -0.15 | 0.47 | 0.03 | 0.0 | -0.07 | 0.16 | 0.22 | -0.12 | 0.17 | 0.42 | -0.25 |
Alpha | NA | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.01 | 0.04 | -0.09 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 |
Beta | NA | 0.63 | 0.63 | 0.58 | 0.65 | 0.68 | NA | 0.78 | 0.61 | 0.58 | 0.48 | 0.81 | 0.66 | 0.68 | 0.67 | 0.86 | 0.86 | 0.8 | 0.82 | 0.9 | 0.93 | 0.85 | 0.89 | 0.87 |
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 | 0.89 | 0.9 | 0.95 | 0.95 | 0.96 | 0.97 | 0.98 |
Yield(%) | N/A | 0.0 | 2.6 | 3.6 | 3.4 | 3.1 | 4.0 | N/A | 2.9 | 2.3 | 6.8 | 0.7 | 1.9 | 3.4 | 3.0 | 1.0 | 1.0 | 2.1 | 1.2 | 1.6 | 1.0 | 1.0 | 1.4 | 4.0 |
Dividend Growth(%) | N/A | -100.0 | 7.3 | 152.7 | 90.0 | N/A | N/A | N/A | 7.3 | -66.2 | 1033.7 | -53.0 | -52.6 | 47.6 | 200.0 | 4.5 | -57.0 | 82.2 | -7.1 | 43.6 | 14.0 | -4.6 | -68.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/07/2008
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