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MRSIX: MFS RESEARCH INTERNATIONAL FUND I (MUTUAL FUND)
Basic Info 24.75 0.03(0.12%) May 20
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (89%) |
Start Date: | 12/22/1997 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 1.71% |
Expenses | 0.75% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/31/2000 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | 7.6 | 11.7 | 1.8 | 7.8 | 4.9 | 7.1 | 6.5 | 4.8 | 13.3 | -17.2 | 11.8 | 13.2 | 28.0 | -14.0 | 28.4 | -0.9 | -1.7 | -6.7 | 18.9 | 17.0 | -10.6 | 11.2 | 31.4 | -42.3 | 12.9 | 27.7 | 16.6 | 20.9 | 33.0 | -11.8 | -17.7 | -11.9 | 48.3 | 12.9 | -7.5 |
Sharpe Ratio | NA | 1.67 | 0.67 | -0.03 | 0.35 | 0.25 | NA | NA | 0.25 | 0.77 | -0.88 | 1.03 | 0.48 | 2.65 | -1.16 | 3.85 | -0.06 | -0.12 | -0.62 | 1.55 | 1.08 | -0.4 | 0.55 | 1.08 | -0.98 | 0.58 | 1.68 | 1.44 | 1.42 | 2.4 | -0.73 | -1.32 | -0.92 | 3.46 | 0.56 | -1.52 |
Draw Down(%) | NA | 5.2 | 11.7 | 30.7 | 30.7 | 30.7 | NA | NA | 59.5 | 11.7 | 29.3 | 6.5 | 30.7 | 6.2 | 21.6 | 2.3 | 13.5 | 16.9 | 12.5 | 9.3 | 15.2 | 24.4 | 17.6 | 28.7 | 55.1 | 12.2 | 17.1 | 8.4 | 10.5 | 14.2 | 22.4 | 28.9 | 21.8 | 9.0 | 27.0 | 9.2 |
Standard Deviation(%) | NA | 10.2 | 11.1 | 15.3 | 17.6 | 15.6 | NA | NA | 18.7 | 11.9 | 21.2 | 11.4 | 27.1 | 10.0 | 13.2 | 7.2 | 17.8 | 15.4 | 10.8 | 12.2 | 15.8 | 26.8 | 20.2 | 29.0 | 43.9 | 17.1 | 14.6 | 10.0 | 14.1 | 13.5 | 17.7 | 15.4 | 17.4 | 13.0 | 17.1 | 65.8 |
Treynor Ratio | NA | 0.19 | 0.08 | 0.0 | 0.07 | 0.04 | NA | NA | 0.05 | 0.1 | -0.19 | 0.14 | 0.15 | 0.29 | -0.16 | 0.31 | -0.01 | -0.02 | -0.07 | 0.2 | 0.18 | -0.11 | 0.12 | 0.31 | -0.41 | 0.11 | 0.24 | 0.17 | 0.21 | 0.38 | -0.15 | -0.24 | -0.16 | 0.53 | 0.12 | -3.68 |
Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.02 | 0.0 | 0.02 | 0.03 | 0.0 | 0.02 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.07 | -0.01 | -1.36 |
Beta | NA | 0.91 | 0.89 | 0.93 | 0.89 | 0.91 | NA | NA | 0.94 | 0.89 | 0.96 | 0.85 | 0.85 | 0.91 | 0.96 | 0.89 | 0.99 | 0.96 | 0.93 | 0.93 | 0.93 | 0.97 | 0.94 | 1.0 | 1.05 | 0.94 | 1.04 | 0.85 | 0.95 | 0.85 | 0.86 | 0.85 | 1.02 | 0.86 | 0.81 | 0.27 |
RSquared | NA | 0.91 | 0.93 | 0.94 | 0.93 | 0.93 | NA | NA | 0.91 | 0.93 | 0.95 | 0.9 | 0.93 | 0.92 | 0.94 | 0.83 | 0.96 | 0.93 | 0.93 | 0.93 | 0.96 | 0.98 | 0.97 | 0.96 | 0.95 | 0.86 | 0.9 | 0.74 | 0.85 | 0.78 | 0.91 | 0.9 | 0.73 | 0.7 | 0.83 | 0.0 |
Yield(%) | N/A | 0.0 | 1.7 | 1.4 | 1.8 | 2.0 | 2.9 | 4.5 | N/A | 1.9 | 1.3 | 1.4 | 1.0 | 2.3 | 4.4 | 1.5 | 2.0 | 1.9 | 2.3 | 1.7 | 2.1 | 1.9 | 1.6 | 2.0 | 2.3 | 11.8 | 12.6 | 9.6 | 5.7 | 0.3 | 0.0 | 0.0 | 0.0 | 0.3 | 0.2 | 0.5 |
Dividend Growth(%) | N/A | -100.0 | 19.3 | -29.7 | -25.8 | -56.6 | N/A | N/A | N/A | 21.9 | -3.0 | 57.1 | -43.2 | -58.4 | 270.8 | -22.6 | 0.0 | -26.2 | 55.6 | -10.0 | 0.0 | 30.4 | 0.0 | -50.0 | -80.3 | 4.5 | 45.5 | 92.5 | 2566.7 | N/A | N/A | N/A | -100.0 | 100.0 | -60.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/31/2000
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