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MNWBX: MFS MANAGED WEALTH FUND B (MUTUAL FUND)
Basic Info 11.84 0.04(0.34%) May 15
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (36%) |
Start Date: | 01/12/2006 |
Last Dividend Date: | 12/30/2014 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/12/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 4.9 | 7.7 | 2.4 | 2.2 | 2.8 | 3.7 | 1.4 | 4.3 | -3.0 | 0.3 | 2.0 | 7.7 | 1.0 | 5.7 | -4.5 | -0.3 | 11.5 | 38.5 | -48.8 | 15.0 | 21.4 |
Sharpe Ratio | NA | 3.43 | 1.53 | -0.01 | 0.16 | 0.39 | NA | 0.02 | 0.04 | -1.12 | 0.1 | 0.3 | 2.22 | -0.09 | 2.5 | -1.01 | -0.07 | 0.17 | 1.37 | -1.13 | 0.61 | 1.17 |
Draw Down(%) | NA | 1.4 | 1.4 | 6.1 | 7.2 | 7.3 | NA | 63.5 | 1.6 | 5.6 | 2.0 | 4.8 | 1.7 | 3.4 | 0.7 | 5.3 | 4.6 | 3.3 | 25.8 | 59.3 | 13.2 | 18.8 |
Standard Deviation(%) | NA | 2.8 | 2.4 | 3.0 | 3.8 | 5.2 | NA | 16.5 | 2.2 | 4.0 | 2.4 | 6.0 | 2.8 | 3.4 | 2.0 | 4.7 | 4.8 | 15.9 | 28.1 | 43.7 | 19.7 | 16.2 |
Treynor Ratio | NA | 0.8 | 0.65 | -0.01 | 0.07 | 0.12 | NA | 0.01 | 0.02 | -0.62 | 0.14 | 0.14 | 0.62 | -0.02 | 0.5 | -0.27 | -0.01 | 0.08 | 0.41 | -0.51 | 0.12 | 0.18 |
Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | NA | -0.01 | 0.0 | -0.01 | 0.0 | -0.02 | 0.01 | 0.01 | 0.01 | -0.02 | 0.0 | 0.02 | 0.0 | -0.04 | 0.0 | 0.0 |
Beta | NA | 0.12 | 0.06 | 0.06 | 0.08 | 0.16 | NA | 0.49 | 0.05 | 0.07 | 0.02 | 0.13 | 0.1 | 0.15 | 0.1 | 0.18 | 0.26 | 0.33 | 0.94 | 0.97 | 0.99 | 1.03 |
RSquared | NA | 0.46 | 0.15 | 0.26 | 0.29 | 0.5 | NA | 0.56 | 0.13 | 0.36 | 0.02 | 0.43 | 0.27 | 0.65 | 0.21 | 0.44 | 0.73 | 0.98 | 0.95 | 0.96 | 0.94 | 0.89 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 1.7 | 2.5 | 5.1 | 1.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -64.7 | -46.9 | 540.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/2006
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