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SRFCX: MFS EQUITY OPPORTUNITIES FUND C (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/09/2007 |
| Last Dividend Date: | 10/23/2019 |
| 12-Mo. Yield | 0.78% |
| Expenses | 1.94% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/09/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.7 | 2.8 | 5.5 | 10.4 | 5.9 | 0.0 | 16.5 | -14.4 | 17.2 | 9.9 | 0.7 | 4.8 | 40.1 | 18.0 | -3.1 | 24.4 | 15.1 | -40.3 | 13.4 |
| Sharpe Ratio | NA | 0.38 | 0.3 | 0.39 | 0.66 | 0.27 | 0.0 | 1.26 | -0.99 | 1.83 | 0.7 | 0.04 | 0.37 | 3.15 | 1.18 | -0.12 | 1.16 | 0.62 | -1.08 | 0.61 |
| Draw Down(%) | NA | 6.6 | 23.5 | 23.5 | 23.5 | 54.5 | 0.0 | 6.6 | 23.5 | 3.8 | 11.9 | 12.4 | 10.9 | 6.0 | 12.6 | 22.8 | 17.5 | 23.1 | 50.5 | 11.9 |
| Standard Deviation(%) | NA | 10.9 | 12.5 | 13.3 | 16.1 | 19.5 | NA | 11.9 | 15.8 | 9.1 | 13.9 | 15.7 | 13.0 | 12.7 | 15.3 | 26.4 | 20.9 | 24.1 | 38.2 | 17.5 |
| Treynor Ratio | NA | 0.05 | 0.04 | 0.06 | 0.1 | 0.05 | NA | 0.17 | -0.18 | 0.14 | 0.1 | 0.01 | 0.04 | 0.37 | 0.16 | -0.03 | 0.22 | 0.18 | -0.45 | 0.1 |
| Alpha | NA | -0.04 | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | -0.04 | -0.05 | -0.03 | -0.01 | 0.0 | -0.03 | 0.01 | 0.0 | -0.02 | 0.02 | -0.03 | -0.04 | 0.02 |
| Beta | NA | 0.82 | 0.9 | 0.94 | 1.03 | 0.96 | 0.0 | 0.88 | 0.89 | 1.2 | 1.0 | 0.97 | 1.08 | 1.08 | 1.14 | 1.09 | 1.12 | 0.86 | 0.9 | 1.06 |
| RSquared | NA | 0.78 | 0.86 | 0.88 | 0.91 | 0.92 | 0.0 | 0.86 | 0.93 | 0.78 | 0.91 | 0.92 | 0.9 | 0.9 | 0.92 | 0.95 | 0.95 | 0.95 | 0.94 | 0.94 |
| Yield(%) | N/A | 0.8 | 9.2 | 6.4 | 6.9 | N/A | 0.0 | 0.9 | 16.1 | 9.8 | 1.0 | 0.0 | 0.0 | 0.0 | 0.5 | 0.5 | 0.1 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -96.2 | 3019.8 | 4859.3 | N/A | N/A | -100.0 | -96.2 | 75.1 | 1007.5 | N/A | N/A | N/A | -100.0 | 10.5 | 442.9 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2007
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View Historical Data in an advanced chart |
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See LARGE BLEND Asset Class Trend Rankings |
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