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OTCHX: MFS MID CAP GROWTH FUND R3 (MUTUAL FUND)
Basic Info 28.73 0.24(0.84%) May 09
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (31%) |
Start Date: | 04/08/2005 |
Last Dividend Date: | 12/09/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.78% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/08/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.0 | 8.2 | 24.2 | 1.4 | 9.9 | 11.7 | 14.1 | 8.6 | 21.0 | -28.5 | 13.6 | 35.4 | 37.4 | 0.9 | 26.0 | 4.4 | 4.2 | 8.6 | 36.9 | 16.1 | -6.1 | 28.7 | 41.6 | -51.1 | 9.4 | 2.0 | 10.2 |
Sharpe Ratio | NA | 1.05 | 1.29 | -0.09 | 0.33 | 0.54 | NA | 0.35 | 1.15 | -1.06 | 0.78 | 1.06 | 2.64 | -0.02 | 3.05 | 0.28 | 0.27 | 0.62 | 2.87 | 1.04 | -0.22 | 1.4 | 1.49 | -1.22 | 0.37 | -0.09 | 1.03 |
Draw Down(%) | NA | 8.2 | 12.6 | 36.9 | 36.9 | 36.9 | NA | 61.7 | 12.6 | 35.1 | 12.4 | 33.7 | 6.5 | 22.0 | 2.7 | 13.7 | 11.8 | 8.8 | 4.8 | 11.6 | 23.0 | 15.6 | 20.5 | 59.9 | 11.5 | 15.9 | 7.5 |
Standard Deviation(%) | NA | 14.7 | 13.7 | 20.3 | 22.9 | 19.1 | NA | 21.2 | 14.7 | 28.4 | 17.5 | 33.1 | 13.6 | 18.5 | 8.4 | 14.9 | 15.7 | 13.9 | 12.8 | 15.6 | 27.8 | 20.4 | 27.8 | 42.6 | 17.4 | 14.5 | 11.5 |
Treynor Ratio | NA | 0.16 | 0.2 | -0.02 | 0.08 | 0.11 | NA | 0.08 | 0.2 | -0.35 | 0.15 | 0.38 | 0.38 | 0.0 | 0.27 | 0.05 | 0.04 | 0.09 | 0.39 | 0.17 | -0.06 | 0.31 | 0.45 | -0.58 | 0.07 | -0.01 | 0.0 |
Alpha | NA | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | NA | 0.0 | 0.0 | -0.02 | -0.02 | 0.01 | 0.02 | 0.03 | 0.02 | -0.01 | 0.02 | -0.02 | 0.02 | 0.0 | -0.01 | 0.01 | 0.01 | -0.06 | -0.03 | -0.02 | NA |
Beta | NA | 0.96 | 0.87 | 0.87 | 0.9 | 0.92 | NA | 0.92 | 0.84 | 0.87 | 0.93 | 0.92 | 0.95 | 1.0 | 0.95 | 0.92 | 0.98 | 0.99 | 0.95 | 0.95 | 0.97 | 0.91 | 0.91 | 0.9 | 0.97 | 0.94 | NA |
RSquared | NA | 0.89 | 0.89 | 0.95 | 0.96 | 0.96 | NA | 0.93 | 0.92 | 0.97 | 0.94 | 0.97 | 0.94 | 0.97 | 0.88 | 0.95 | 0.97 | 0.96 | 0.95 | 0.97 | 0.98 | 0.97 | 0.97 | 0.97 | 0.92 | 0.18 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 1.3 | 1.6 | 4.4 | 7.1 | N/A | 0.0 | 0.0 | 4.1 | 1.1 | 1.2 | 4.6 | 10.2 | 5.7 | 2.9 | 7.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -1.5 | -64.1 | N/A | N/A | N/A | N/A | -100.0 | 366.7 | 33.3 | -75.3 | -48.2 | 80.8 | 95.0 | -59.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/08/2005
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