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MNWAX: MFS MANAGED WEALTH FUND A (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/30/2005 |
| Last Dividend Date: | 05/27/2010 |
| 12-Mo. Yield | 0.16% |
| Expenses | - |
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Performance Analytics (As of 01/07/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/30/2005 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -1.9 | 38.8 | -48.7 | 15.2 | 27.9 | 0.0 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | -0.1 | 1.38 | -1.14 | 0.62 | 1.52 | NA |
| Draw Down(%) | NA | 100.0 | 100.0 | 100.0 | 100.0 | 100.0 | 18.4 | 25.8 | 59.3 | 13.2 | 18.7 | 0.0 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | 0.0 | 20.0 | 28.1 | 43.6 | 19.7 | 16.2 | 0.0 |
| Treynor Ratio | NA | -1.58 | -1.1 | -1.09 | -1.09 | 0.0 | -0.03 | 0.41 | -0.51 | 0.12 | 0.24 | 1.0 |
| Alpha | NA | -0.47 | -0.17 | -0.1 | -0.1 | NA | -0.05 | 0.0 | -0.04 | 0.0 | 0.01 | NA |
| Beta | NA | 0.63 | 0.91 | 0.93 | 0.93 | NA | 0.8 | 0.94 | 0.97 | 0.98 | 1.02 | NA |
| RSquared | NA | 0.02 | 0.21 | 0.24 | 0.24 | 0.0 | 0.8 | 0.95 | 0.96 | 0.94 | 0.89 | 0.0 |
| Yield(%) | N/A | 0.2 | 1.3 | 2.6 | N/A | N/A | 0.2 | 2.2 | 2.7 | 5.3 | 1.5 | 0.0 |
| Dividend Growth(%) | N/A | -89.9 | N/A | N/A | N/A | -100.0 | -89.9 | -59.0 | -45.7 | 340.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2005
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