MIEIX: MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND (MUTUAL FUND)
Basic Info 38.86 0.3(0.78%) May 20
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 12/26/1996 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 1.40% |
| Expenses | 0.72% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/26/1996 |
2024 | 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 | 14.9 | 11.0 | 13.0 | 12.9 | 6.9 | 8.7 | 7.5 | 6.6 | 4.1 | 19.1 | -15.2 | 11.4 | 10.9 | 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 | 1.99 | 0.23 | 0.52 | 0.62 | 0.31 | NA | NA | 0.28 | -0.21 | 1.21 | -0.74 | 0.91 | 0.37 | 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 | 13.4 | 13.4 | 17.7 | 30.4 | 31.4 | NA | NA | 53.0 | 9.0 | 11.7 | 28.0 | 7.7 | 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 | 18.6 | 15.1 | 15.6 | 16.1 | 16.4 | NA | NA | 18.0 | 11.7 | 12.3 | 22.5 | 12.5 | 28.7 | 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 | 0.64 | 0.07 | 0.14 | 0.18 | 0.08 | NA | NA | 0.06 | -0.05 | 0.25 | -0.27 | 0.25 | 0.13 | 0.44 | -0.19 | 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 | 0.06 | 0.02 | 0.02 | 0.03 | 0.01 | NA | NA | 0.01 | 0.0 | 0.03 | 0.02 | 0.04 | -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 | 0.58 | 0.52 | 0.58 | 0.54 | 0.64 | NA | NA | 0.77 | 0.48 | 0.61 | 0.61 | 0.46 | 0.83 | 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 | 0.75 | 0.68 | 0.74 | 0.65 | 0.73 | NA | NA | 0.8 | 0.63 | 0.74 | 0.8 | 0.53 | 0.78 | 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 | 1.4 | 1.5 | 1.9 | 2.0 | 3.0 | 3.7 | N/A | 1.5 | 1.9 | 0.7 | 2.2 | 0.9 | 3.9 | 1.4 | 2.3 | 1.8 | 1.7 | 2.6 | 1.9 | 1.5 | 1.6 | 1.5 | 2.2 | 2.5 | 8.6 | 12.0 | 4.2 | 6.2 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.7 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | -10.0 | -28.4 | -8.2 | -34.0 | N/A | N/A | N/A | -10.0 | 128.6 | -65.0 | 185.5 | -72.3 | 138.3 | -22.4 | 30.6 | 2.6 | -38.1 | 51.2 | 47.6 | -14.2 | 21.3 | -14.4 | -42.2 | -71.3 | -19.2 | 220.7 | -24.1 | 1429.8 | N/A | N/A | N/A | N/A | N/A | -100.0 | -39.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/1996
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