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OTCJX: MFS MID CAP GROWTH FUND R4 (MUTUAL FUND)
Basic Info 29.9 0.32(1.08%) May 03
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (63%) |
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)
Last 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(%) | 0.3 | 6.3 | 21.8 | 0.8 | 9.5 | 11.6 | 14.6 | 8.8 | 21.3 | -28.4 | 13.9 | 35.7 | 37.8 | 1.1 | 26.3 | 4.6 | 4.5 | 8.9 | 37.2 | 16.5 | -5.9 | 28.9 | 42.1 | -51.0 | 9.6 | 2.2 | 10.5 |
Sharpe Ratio | NA | 1.07 | 1.31 | -0.08 | 0.34 | 0.55 | NA | 0.37 | 1.17 | -1.05 | 0.79 | 1.07 | 2.65 | -0.01 | 3.08 | 0.29 | 0.29 | 0.64 | 2.88 | 1.06 | -0.21 | 1.41 | 1.52 | -1.22 | 0.38 | -0.08 | 1.05 |
Draw Down(%) | NA | 8.3 | 12.6 | 36.7 | 36.7 | 36.7 | NA | 61.5 | 12.6 | 35.0 | 12.4 | 33.6 | 6.6 | 22.0 | 2.7 | 13.8 | 11.8 | 8.8 | 4.8 | 11.7 | 22.9 | 15.5 | 20.5 | 59.8 | 11.6 | 15.7 | 7.4 |
Standard Deviation(%) | NA | 14.7 | 13.7 | 20.4 | 22.9 | 19.2 | NA | 21.2 | 14.7 | 28.4 | 17.6 | 33.1 | 13.7 | 18.5 | 8.4 | 14.9 | 15.6 | 13.9 | 12.9 | 15.5 | 27.8 | 20.4 | 27.7 | 42.6 | 17.4 | 14.6 | 11.6 |
Treynor Ratio | NA | 0.17 | 0.21 | -0.02 | 0.09 | 0.12 | NA | 0.08 | 0.21 | -0.34 | 0.15 | 0.38 | 0.38 | 0.0 | 0.27 | 0.05 | 0.05 | 0.09 | 0.39 | 0.17 | -0.06 | 0.32 | 0.46 | -0.58 | 0.07 | -0.01 | 0.0 |
Alpha | NA | 0.03 | 0.01 | 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 | 0.01 | -0.01 | 0.01 | 0.01 | -0.06 | -0.03 | -0.02 | NA |
Beta | NA | 0.95 | 0.88 | 0.87 | 0.9 | 0.92 | NA | 0.92 | 0.84 | 0.87 | 0.93 | 0.92 | 0.96 | 1.0 | 0.96 | 0.91 | 0.97 | 0.99 | 0.95 | 0.95 | 0.97 | 0.91 | 0.91 | 0.9 | 0.97 | 0.96 | NA |
RSquared | NA | 0.89 | 0.89 | 0.95 | 0.96 | 0.96 | NA | 0.93 | 0.92 | 0.97 | 0.93 | 0.97 | 0.94 | 0.97 | 0.88 | 0.95 | 0.97 | 0.95 | 0.95 | 0.97 | 0.98 | 0.97 | 0.97 | 0.97 | 0.92 | 0.19 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 1.2 | 1.5 | 4.2 | 7.0 | N/A | 0.0 | 0.0 | 3.9 | 1.1 | 1.1 | 4.4 | 9.9 | 5.5 | 2.8 | 7.1 | 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 | -2.6 | -64.2 | 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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