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MRFIX: MFS RESEARCH FUND I (MUTUAL FUND)
Basic Info 57.98 0.93(1.58%) April 30
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (85%) |
Start Date: | 08/18/1997 |
Last Dividend Date: | 12/12/2023 |
12-Mo. Yield | 6.78% |
Expenses | 0.79% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/19/1997 |
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(%) | -1.3 | 5.0 | 21.0 | 6.2 | 11.7 | 11.6 | 13.8 | 10.2 | 6.8 | 22.8 | -17.0 | 25.0 | 16.9 | 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 | 1.57 | 1.92 | 0.27 | 0.51 | 0.62 | NA | NA | 0.27 | 1.47 | -0.77 | 1.92 | 0.5 | 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 | 5.5 | 9.5 | 23.2 | 33.5 | 33.5 | NA | NA | 61.3 | 9.5 | 22.9 | 5.6 | 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 | 11.9 | 11.6 | 17.1 | 20.8 | 17.4 | NA | NA | 20.1 | 12.8 | 23.8 | 13.0 | 33.4 | 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 | 0.32 | 0.38 | 0.08 | 0.15 | 0.15 | NA | NA | 0.07 | 0.3 | -0.31 | 0.52 | 0.19 | 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 | 0.01 | 0.01 | 0.02 | 0.01 | 0.0 | NA | NA | 0.0 | -0.02 | 0.04 | 0.06 | -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 | 0.59 | 0.59 | 0.59 | 0.69 | 0.71 | NA | NA | 0.8 | 0.61 | 0.6 | 0.48 | 0.88 | 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 | 0.87 | 0.83 | 0.83 | 0.82 | 0.82 | NA | NA | 0.85 | 0.82 | 0.87 | 0.62 | 0.88 | 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 | 7.2 | 6.1 | 6.9 | 8.2 | 12.7 | 9.4 | N/A | 7.7 | 5.9 | 6.6 | 5.7 | 4.9 | 10.8 | 9.9 | 6.0 | 6.7 | 6.1 | 3.8 | 1.1 | 1.1 | 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 | 1.1 | 16.4 | -1.6 | 918.8 | N/A | N/A | N/A | 1.1 | 6.4 | 25.2 | 52.2 | -61.8 | 23.6 | 74.0 | -15.8 | 15.6 | 100.9 | 300.0 | 3.7 | 8.0 | 0.0 | 13.6 | -12.0 | 66.7 | 50.0 | -28.6 | -22.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/1997
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