It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
MNWBX: MFS MANAGED WEALTH FUND B (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 01/12/2006 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/13/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 20 Yr | Since 01/12/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | -2.9 | 2.0 | 4.6 | 2.5 | 2.7 | 1.6 | 1.7 | 7.1 | 5.7 | 4.3 | -3.0 | 0.3 | 2.0 | 7.7 | 1.0 | 5.7 | -4.5 | -0.3 | 11.5 | 38.5 | -48.8 | 15.0 | 21.4 |
| Sharpe Ratio | NA | -2.89 | -0.14 | 0.31 | 0.01 | 0.3 | NA | 0.03 | 0.84 | -0.28 | 0.04 | -1.12 | 0.1 | 0.3 | 2.22 | -0.09 | 2.5 | -1.01 | -0.07 | 0.17 | 1.37 | -1.13 | 0.61 | 1.17 |
| Draw Down(%) | NA | 3.9 | 3.9 | 3.9 | 6.1 | 7.2 | NA | 63.5 | 3.9 | 2.2 | 1.6 | 5.6 | 2.0 | 4.8 | 1.7 | 3.4 | 0.7 | 5.3 | 4.6 | 3.3 | 25.8 | 59.3 | 13.2 | 18.8 |
| Standard Deviation(%) | NA | 5.7 | 5.5 | 4.0 | 3.7 | 3.8 | NA | 15.6 | 5.2 | 3.2 | 2.2 | 4.0 | 2.4 | 6.0 | 2.8 | 3.4 | 2.0 | 4.7 | 4.8 | 15.9 | 28.1 | 43.7 | 19.7 | 16.2 |
| Treynor Ratio | NA | -0.68 | -0.03 | 0.08 | 0.0 | 0.1 | NA | 0.01 | 0.24 | -0.08 | 0.02 | -0.62 | 0.14 | 0.14 | 0.62 | -0.02 | 0.5 | -0.27 | -0.01 | 0.08 | 0.41 | -0.51 | 0.12 | 0.18 |
| Alpha | NA | -0.04 | -0.01 | 0.0 | 0.0 | 0.0 | NA | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.01 | 0.01 | 0.01 | -0.02 | 0.0 | 0.02 | 0.0 | -0.04 | 0.0 | 0.0 |
| Beta | NA | 0.24 | 0.23 | 0.15 | 0.1 | 0.11 | NA | 0.47 | 0.18 | 0.12 | 0.05 | 0.07 | 0.02 | 0.13 | 0.1 | 0.15 | 0.1 | 0.18 | 0.26 | 0.33 | 0.94 | 0.97 | 0.99 | 1.03 |
| RSquared | NA | 0.75 | 0.71 | 0.49 | 0.34 | 0.37 | NA | 0.54 | 0.6 | 0.51 | 0.13 | 0.36 | 0.02 | 0.43 | 0.27 | 0.65 | 0.21 | 0.44 | 0.73 | 0.98 | 0.95 | 0.96 | 0.94 | 0.89 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 0.8 | N/A | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 1.7 | 0.0 | 0.0 | 0.0 | 2.6 | 0.6 | 0.5 | 1.8 | 2.5 | 5.0 | 0.9 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -95.6 | -98.2 | -66.5 | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | -100.0 | 318.0 | 22.2 | N/A | -63.0 | -47.0 | 544.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Growth Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Growth
Best Mutual Funds
- PRITX (T. ROWE PRICE INTERNATIONAL STOCK FUND T. ROWE PRICE INTERNATIONAL STOCK FUND) (100%)
- AIGIX (ALGER INTERNATIONAL GROWTH FUND ALGER INTERNATIONAL GROWTH FUND CLASS I) (97%)
- JIGFX (JANUS OVERSEAS FUND CLASS I) (96%)
- JAIGX (OVERSEAS PORTFOLIO INSTITUTIONAL SHARES) (96%)
- TGVIX (THORNBURG INTERNATIONAL VALUE FUND THORNBURG INTERNATIONAL VALUE FUND - CLASS I) (94%)
- AIEVX (INVESCO INTERNATIONAL GROWTH FUND CLASS R5) (93%)
- OIGYX (Oppenheimer International Growth Y) (92%)
- MQGIX (MFS INTERNATIONAL GROWTH FUND I) (91%)
- CIGIX (CALAMOS INTERNATIONAL GROWTH FUND CLASS I) (90%)
- MIEDX (MASSMUTUAL PREMIER INTERNATIONAL EQUITY FUND CLASS R5) (90%)
Best ETFs
- DNL (WisdomTree Global ex-US Quality Dividend Growth Fund) (99%)
- EFG (iShares MSCI EAFE Growth ETF) (99%)
- PIZ (Invesco Dorsey Wright Developed Markets Momentum ETF) (98%)
- AADR (AdvisorShares Dorsey Wright ADR ETF) (25%)
Latest Articles Related to MNWBX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
