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MRFIX: MFS RESEARCH FUND I (MUTUAL FUND)
Basic Info 63.9 0.58(0.92%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 08/18/1997 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 0.73% |
| Expenses | 0.79% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/18/1997 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.4 | 6.4 | 2.9 | 8.8 | 7.2 | 8.9 | 11.7 | 8.8 | 6.1 | 9.4 | 15.7 | -22.1 | 19.0 | 11.9 | 33.5 | -4.3 | 23.6 | 9.0 | 1.0 | 10.6 | 32.5 | 17.5 | -0.4 | 15.8 | 30.7 | -36.3 | 13.4 | 10.7 | 8.0 | 16.2 | 25.0 | -24.5 | -21.3 | -16.8 | 15.2 | 18.5 | -1.9 |
| Sharpe Ratio | NA | 0.43 | -0.01 | 0.3 | 0.29 | 0.4 | NA | NA | 0.23 | 0.19 | 0.83 | -0.96 | 1.36 | 0.34 | 2.6 | -0.34 | 3.41 | 0.66 | 0.06 | 0.86 | 2.81 | 1.35 | -0.02 | 0.86 | 1.12 | -0.9 | 0.63 | 0.67 | 0.54 | 1.28 | 1.52 | -1.03 | -1.03 | -0.7 | 0.63 | 0.69 | -0.38 |
| Draw Down(%) | NA | 19.0 | 25.7 | 25.7 | 26.5 | 33.5 | NA | NA | 61.3 | 12.4 | 9.5 | 23.2 | 8.3 | 33.5 | 6.1 | 19.5 | 2.2 | 10.7 | 11.9 | 8.1 | 5.1 | 10.0 | 19.6 | 16.6 | 25.2 | 47.6 | 10.0 | 10.0 | 8.0 | 10.0 | 13.1 | 33.0 | 38.0 | 31.3 | 12.4 | 27.1 | 13.0 |
| Standard Deviation(%) | NA | 23.6 | 21.2 | 18.2 | 18.1 | 18.6 | NA | NA | 20.2 | 15.2 | 13.9 | 24.4 | 14.0 | 33.7 | 12.4 | 16.5 | 6.8 | 13.2 | 15.6 | 12.2 | 11.5 | 13.0 | 24.3 | 18.4 | 27.4 | 41.5 | 16.4 | 11.2 | 10.6 | 11.9 | 15.9 | 24.8 | 23.3 | 29.9 | 19.2 | 22.2 | 22.6 |
| Treynor Ratio | NA | 0.14 | 0.0 | 0.08 | 0.09 | 0.11 | NA | NA | 0.06 | 0.05 | 0.19 | -0.4 | 0.5 | 0.13 | 0.58 | -0.07 | 0.33 | 0.1 | 0.01 | 0.12 | 0.35 | 0.2 | -0.01 | 0.17 | 0.28 | -0.34 | 0.11 | 0.09 | 0.07 | 0.2 | 0.32 | -0.34 | -0.39 | -0.28 | 0.16 | 0.19 | -0.11 |
| Alpha | NA | 0.0 | -0.04 | -0.03 | -0.01 | -0.01 | NA | NA | 0.0 | -0.03 | -0.04 | 0.01 | 0.07 | -0.1 | 0.03 | -0.02 | 0.01 | 0.04 | -0.03 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | -0.02 | 0.03 | 0.01 | 0.03 | -0.01 | 0.04 | 0.02 | 0.02 | -0.01 | -0.01 | 0.01 | -0.02 | -0.04 |
| Beta | NA | 0.72 | 0.69 | 0.66 | 0.6 | 0.69 | NA | NA | 0.79 | 0.57 | 0.61 | 0.59 | 0.38 | 0.86 | 0.55 | 0.76 | 0.7 | 0.86 | 0.94 | 0.86 | 0.93 | 0.86 | 0.9 | 0.94 | 1.09 | 1.08 | 0.97 | 0.81 | 0.82 | 0.77 | 0.76 | 0.76 | 0.62 | 0.73 | 0.77 | 0.82 | 0.78 |
| RSquared | NA | 0.92 | 0.78 | 0.76 | 0.73 | 0.79 | NA | NA | 0.83 | 0.6 | 0.68 | 0.81 | 0.41 | 0.85 | 0.66 | 0.93 | 0.79 | 0.92 | 0.95 | 0.92 | 0.94 | 0.93 | 0.96 | 0.97 | 0.96 | 0.95 | 0.94 | 0.89 | 0.82 | 0.89 | 0.85 | 0.94 | 0.88 | 0.74 | 0.73 | 0.79 | 0.75 |
| Yield(%) | N/A | 0.0 | 0.7 | 0.9 | 0.9 | 4.3 | 7.0 | 5.4 | N/A | 0.8 | 0.9 | 0.8 | 0.6 | 0.9 | 4.9 | 10.8 | 9.9 | 6.0 | 6.7 | 6.1 | 3.7 | 1.1 | 1.0 | 1.1 | 1.4 | 0.8 | 1.0 | 0.7 | 0.5 | 0.8 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 5.6 | -46.6 | -86.1 | 234.8 | N/A | N/A | N/A | 5.6 | -9.1 | 41.1 | -17.8 | -77.3 | -61.8 | 23.7 | 73.9 | -15.9 | 15.8 | 101.3 | 293.7 | 5.6 | 9.3 | -2.8 | 15.5 | -13.8 | 70.5 | 46.1 | -28.2 | -19.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/18/1997
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See LARGE GROWTH Asset Class Trend Rankings |
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