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MINWX: MFS International Value W (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Value |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/03/2006 |
Last Dividend Date: | 12/15/2011 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 01/22/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/03/2006 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.4 | 2.6 | 0.5 | 1.1 | 0.0 | 0.3 | -1.8 | 9.3 | 24.8 | -31.3 | 7.3 | 8.7 |
Sharpe Ratio | NA | -0.19 | 0.16 | 0.01 | 0.01 | 0.0 | 0.02 | -0.09 | 0.56 | 0.97 | -0.9 | 0.31 | 0.76 |
Draw Down(%) | NA | 9.7 | 15.7 | 50.3 | 51.8 | 0.0 | 9.7 | 15.7 | 15.7 | 27.6 | 44.8 | 10.3 | 13.7 |
Standard Deviation(%) | NA | 7.7 | 16.1 | 23.3 | 21.2 | NA | 8.4 | 21.2 | 16.4 | 25.3 | 35.7 | 13.7 | 13.1 |
Treynor Ratio | NA | -0.05 | 0.04 | 0.0 | 0.0 | NA | 0.01 | -0.02 | 0.13 | 0.29 | -0.38 | 0.06 | 0.12 |
Alpha | NA | -0.02 | -0.01 | -0.03 | -0.01 | 0.0 | -0.02 | 0.04 | 0.01 | -0.01 | 0.03 | -0.01 | 0.01 |
Beta | NA | 0.27 | 0.66 | 0.77 | 0.77 | 0.0 | 0.31 | 0.76 | 0.72 | 0.84 | 0.83 | 0.7 | 0.8 |
RSquared | NA | 0.34 | 0.81 | 0.9 | 0.9 | 0.0 | 0.39 | 0.94 | 0.91 | 0.94 | 0.96 | 0.91 | 0.87 |
Yield(%) | N/A | 0.0 | 1.0 | 2.2 | N/A | 0.0 | 0.0 | 1.6 | 1.3 | 1.2 | 7.0 | 8.6 | 9.0 |
Dividend Growth(%) | N/A | -100.0 | -86.0 | N/A | N/A | N/A | -100.0 | 30.6 | 33.8 | -89.3 | -19.6 | -4.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2006
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