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MIEIX: MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND (MUTUAL FUND)
Basic Info 33.61 0.19(0.57%) April 26
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (90%) |
Start Date: | 12/26/1996 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.72% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/11/1998 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 2.0 | 8.2 | 4.0 | 8.3 | 6.4 | 9.5 | 7.4 | 5.8 | 19.1 | -14.8 | 15.2 | 11.1 | 28.4 | -10.7 | 28.0 | 0.3 | 0.0 | -4.2 | 18.6 | 22.5 | -9.8 | 11.3 | 33.1 | -34.9 | 9.0 | 27.9 | 12.9 | 19.0 | 31.0 | -7.1 | -13.5 | -16.5 | 30.2 | 0.9 | 7.8 | -0.7 |
Sharpe Ratio | NA | -0.42 | 0.15 | 0.06 | 0.34 | 0.32 | NA | NA | 0.27 | 1.21 | -0.72 | 1.28 | 0.38 | 2.66 | -0.89 | 3.69 | 0.01 | 0.0 | -0.38 | 1.47 | 1.31 | -0.35 | 0.53 | 1.23 | -0.91 | 0.4 | 1.88 | 1.11 | 1.37 | 2.11 | -0.45 | -1.08 | -1.1 | 2.15 | -0.13 | 0.37 | -2.34 |
Draw Down(%) | NA | 5.4 | 11.7 | 28.0 | 31.4 | 31.4 | NA | NA | 53.0 | 11.7 | 28.0 | 5.9 | 31.4 | 6.5 | 18.3 | 2.5 | 11.8 | 15.9 | 11.8 | 8.9 | 15.3 | 25.5 | 17.5 | 26.2 | 48.6 | 10.1 | 14.3 | 6.9 | 8.3 | 15.4 | 18.6 | 26.1 | 22.2 | 8.3 | 26.0 | 10.4 | 1.8 |
Standard Deviation(%) | NA | 10.2 | 11.2 | 16.2 | 18.6 | 16.1 | NA | NA | 18.1 | 12.3 | 22.6 | 11.9 | 28.6 | 10.1 | 13.4 | 7.5 | 16.8 | 15.2 | 11.0 | 12.6 | 17.3 | 27.9 | 21.2 | 26.9 | 39.0 | 15.1 | 13.2 | 9.7 | 13.2 | 14.3 | 18.2 | 14.8 | 18.8 | 12.5 | 18.5 | 11.5 | 21.4 |
Treynor Ratio | NA | -0.08 | 0.03 | 0.02 | 0.1 | 0.08 | NA | NA | 0.06 | 0.25 | -0.27 | 0.34 | 0.13 | 0.44 | -0.18 | 0.42 | 0.0 | 0.0 | -0.05 | 0.21 | 0.23 | -0.1 | 0.12 | 0.37 | -0.41 | 0.08 | 0.3 | 0.14 | 0.21 | 0.34 | -0.11 | -0.27 | -0.29 | 0.36 | -0.03 | 0.06 | 0.08 |
Alpha | NA | 0.0 | 0.01 | 0.03 | 0.01 | 0.0 | NA | NA | 0.0 | 0.03 | 0.02 | 0.06 | -0.11 | 0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.02 | -0.01 | -0.01 | 0.03 | -0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.02 | -0.01 | -0.05 | 0.03 | -0.05 | 0.01 | 3.13 |
Beta | NA | 0.55 | 0.59 | 0.59 | 0.66 | 0.69 | NA | NA | 0.79 | 0.6 | 0.61 | 0.44 | 0.84 | 0.61 | 0.65 | 0.66 | 0.91 | 0.89 | 0.82 | 0.9 | 0.98 | 0.96 | 0.95 | 0.9 | 0.86 | 0.74 | 0.82 | 0.76 | 0.85 | 0.88 | 0.72 | 0.61 | 0.71 | 0.74 | 0.79 | 0.72 | -6.53 |
RSquared | NA | 0.68 | 0.74 | 0.75 | 0.75 | 0.77 | NA | NA | 0.82 | 0.73 | 0.8 | 0.54 | 0.82 | 0.76 | 0.8 | 0.64 | 0.91 | 0.89 | 0.87 | 0.91 | 0.94 | 0.95 | 0.94 | 0.94 | 0.95 | 0.91 | 0.88 | 0.68 | 0.71 | 0.72 | 0.75 | 0.68 | 0.47 | 0.64 | 0.7 | 0.78 | 0.86 |
Yield(%) | N/A | 0.0 | 1.7 | 2.8 | 3.0 | 2.7 | 4.3 | 4.5 | N/A | 1.9 | 1.1 | 5.9 | 1.1 | 3.9 | 1.4 | 2.3 | 1.8 | 1.7 | 2.6 | 1.9 | 1.5 | 1.7 | 1.4 | 2.2 | 2.4 | 8.6 | 12.0 | 4.2 | 6.1 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | 52.8 | 76.6 | 84.8 | -17.8 | N/A | N/A | N/A | 52.8 | -80.1 | 483.9 | -64.4 | 141.7 | -23.4 | 30.6 | 2.9 | -38.6 | 50.0 | 52.0 | -16.7 | 25.0 | -14.3 | -42.9 | -71.5 | -18.9 | 221.2 | -24.1 | 1350.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | -38.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/11/1998
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