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MRGJX: MFS CORE EQUITY FUND R4 (MUTUAL FUND)
Basic Info 52.23 0.34(0.66%) May 16
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 04/07/2005 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.73% |
| Expenses | 0.91% |
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Performance Analytics (As of 05/16/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/07/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.9 | 1.9 | 3.2 | 9.5 | 11.0 | 9.9 | 11.9 | 9.3 | 9.2 | 12.1 | 20.9 | -19.7 | 17.0 | 17.5 | 33.1 | -3.9 | 24.8 | 11.4 | -0.1 | 11.4 | 34.5 | 16.9 | -0.9 | 17.2 | 33.2 | -37.8 | 8.6 | 13.5 | 3.3 |
| Sharpe Ratio | NA | 0.08 | -0.15 | 0.27 | 0.46 | 0.44 | NA | NA | 0.4 | 0.38 | 1.28 | -0.86 | 1.22 | 0.51 | 2.57 | -0.31 | 3.43 | 0.8 | -0.01 | 0.93 | 3.03 | 1.3 | -0.04 | 0.96 | 1.22 | -0.93 | 0.34 | 0.92 | 0.18 |
| Draw Down(%) | NA | 19.2 | 24.5 | 24.5 | 27.7 | 33.4 | NA | NA | 53.8 | 11.4 | 10.1 | 22.8 | 10.3 | 33.4 | 6.1 | 19.0 | 2.3 | 11.4 | 12.9 | 8.4 | 5.0 | 10.0 | 20.2 | 15.5 | 24.8 | 50.0 | 10.2 | 9.3 | 5.7 |
| Standard Deviation(%) | NA | 26.8 | 20.8 | 18.7 | 18.2 | 18.5 | NA | NA | 19.7 | 14.7 | 13.1 | 24.5 | 13.9 | 33.6 | 12.3 | 16.6 | 7.1 | 14.0 | 15.4 | 12.2 | 11.4 | 13.1 | 24.5 | 17.9 | 27.2 | 41.7 | 16.4 | 11.2 | 11.9 |
| Treynor Ratio | NA | 0.03 | -0.05 | 0.08 | 0.14 | 0.12 | NA | NA | 0.1 | 0.1 | 0.27 | -0.34 | 0.5 | 0.2 | 0.57 | -0.07 | 0.34 | 0.13 | 0.0 | 0.13 | 0.38 | 0.2 | -0.01 | 0.19 | 0.3 | -0.36 | 0.06 | 0.13 | 0.02 |
| Alpha | NA | 0.0 | -0.03 | -0.02 | 0.01 | 0.0 | NA | NA | 0.0 | -0.02 | -0.02 | 0.03 | 0.06 | -0.08 | 0.03 | -0.02 | 0.01 | 0.05 | -0.03 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.02 | 0.0 | 0.04 | -0.06 |
| Beta | NA | 0.72 | 0.66 | 0.66 | 0.58 | 0.68 | NA | NA | 0.81 | 0.56 | 0.62 | 0.62 | 0.34 | 0.87 | 0.55 | 0.77 | 0.72 | 0.88 | 0.92 | 0.87 | 0.91 | 0.87 | 0.89 | 0.92 | 1.09 | 1.08 | 0.96 | 0.82 | 0.87 |
| RSquared | NA | 0.93 | 0.78 | 0.82 | 0.72 | 0.78 | NA | NA | 0.84 | 0.63 | 0.79 | 0.87 | 0.33 | 0.87 | 0.67 | 0.93 | 0.76 | 0.86 | 0.94 | 0.94 | 0.93 | 0.93 | 0.93 | 0.97 | 0.97 | 0.95 | 0.94 | 0.9 | 0.71 |
| Yield(%) | N/A | 0.0 | 0.7 | 0.8 | 0.8 | 3.8 | 6.0 | 5.2 | N/A | 0.8 | 0.9 | 0.5 | 0.4 | 0.7 | 2.6 | 9.7 | 8.1 | 4.2 | 10.1 | 8.8 | 1.1 | 0.9 | 0.8 | 1.0 | 1.3 | 0.8 | 7.8 | 7.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 2.8 | -10.8 | -85.7 | 80.4 | N/A | N/A | N/A | 2.8 | 44.6 | 45.1 | -27.0 | -65.9 | -77.2 | 39.8 | 110.6 | -63.0 | 19.0 | 927.9 | 47.7 | 4.7 | -1.3 | -4.5 | 9.0 | -90.2 | 5.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2005
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