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MIAGX: MFS AGGRESSIVE GROWTH ALLOCATION FUND I (MUTUAL FUND)
Basic Info 30.8 0.19(0.62%) May 24
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (83%) |
Start Date: | 07/22/2002 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 3.69% |
Expenses | 1.75% |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/23/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | 8.2 | 21.2 | 4.2 | 10.2 | 9.0 | 11.6 | 8.5 | 9.5 | 16.3 | -16.9 | 19.2 | 15.8 | 30.0 | -6.9 | 23.4 | 7.5 | 0.1 | 3.9 | 26.3 | 17.6 | -4.8 | 18.7 | 36.3 | -40.2 | 9.5 | 13.5 | 7.7 | 15.5 | 32.3 | 4.7 |
Sharpe Ratio | NA | 1.84 | 1.66 | 0.12 | 0.47 | 0.51 | NA | NA | 0.46 | 1.03 | -0.87 | 1.63 | 0.52 | 2.73 | -0.6 | 3.79 | 0.56 | 0.01 | 0.38 | 2.52 | 1.36 | -0.2 | 1.03 | 1.36 | -1.03 | 0.41 | 0.85 | 0.58 | 1.19 | 2.19 | 0.39 |
Draw Down(%) | NA | 5.0 | 10.4 | 25.5 | 32.8 | 32.8 | NA | NA | 55.0 | 10.4 | 24.9 | 5.6 | 32.8 | 5.3 | 17.5 | 1.8 | 10.7 | 11.7 | 9.1 | 6.7 | 11.3 | 21.3 | 13.7 | 24.1 | 51.1 | 10.6 | 12.6 | 7.9 | 10.4 | 12.7 | 17.5 |
Standard Deviation(%) | NA | 9.8 | 10.4 | 15.2 | 18.5 | 15.4 | NA | NA | 18.0 | 11.8 | 21.2 | 11.7 | 29.6 | 10.5 | 13.7 | 6.0 | 13.0 | 13.3 | 10.2 | 10.4 | 13.0 | 23.7 | 18.1 | 26.7 | 40.0 | 16.0 | 12.1 | 9.5 | 12.2 | 14.5 | 24.6 |
Treynor Ratio | NA | 0.21 | 0.21 | 0.02 | 0.09 | 0.09 | NA | NA | 0.1 | 0.14 | -0.2 | 0.24 | 0.16 | 0.31 | -0.09 | 0.32 | 0.1 | 0.0 | 0.05 | 0.33 | 0.23 | -0.06 | 0.24 | 0.42 | -0.47 | 0.08 | 0.14 | 0.08 | 0.24 | 0.44 | 0.13 |
Alpha | NA | 0.02 | 0.03 | 0.01 | 0.01 | 0.02 | NA | NA | 0.01 | 0.01 | -0.01 | 0.04 | 0.02 | 0.03 | 0.03 | 0.01 | 0.01 | 0.01 | 0.03 | 0.05 | 0.01 | 0.03 | 0.03 | 0.01 | 0.0 | -0.01 | -0.02 | -0.01 | 0.01 | 0.01 | 0.06 |
Beta | NA | 0.86 | 0.81 | 0.89 | 0.93 | 0.89 | NA | NA | 0.85 | 0.85 | 0.94 | 0.79 | 0.97 | 0.92 | 0.92 | 0.72 | 0.72 | 0.81 | 0.83 | 0.8 | 0.77 | 0.88 | 0.79 | 0.87 | 0.87 | 0.8 | 0.72 | 0.65 | 0.62 | 0.72 | 0.77 |
RSquared | NA | 0.8 | 0.79 | 0.77 | 0.85 | 0.84 | NA | NA | 0.84 | 0.78 | 0.8 | 0.71 | 0.92 | 0.83 | 0.83 | 0.72 | 0.85 | 0.87 | 0.79 | 0.87 | 0.91 | 0.94 | 0.86 | 0.9 | 0.91 | 0.88 | 0.72 | 0.5 | 0.44 | 0.55 | 0.64 |
Yield(%) | N/A | 0.0 | 3.7 | 4.5 | 5.5 | 5.4 | 7.9 | 6.0 | N/A | 3.8 | 3.6 | 7.7 | 4.1 | 6.0 | 5.3 | 5.0 | 3.3 | 5.2 | 1.5 | 1.4 | 1.6 | 1.6 | 1.7 | 2.0 | 2.7 | 7.1 | 2.9 | 2.7 | 1.5 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -14.7 | 21.3 | 56.2 | 200.7 | N/A | N/A | N/A | -14.7 | -47.8 | 106.6 | -14.2 | -1.6 | 25.1 | 61.0 | -40.3 | 246.0 | 31.6 | 3.6 | -6.4 | 11.4 | 11.1 | -55.0 | -62.5 | 171.5 | 14.4 | 105.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2002
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