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MIDJX: MFS INTERNATIONAL NEW DISCOVERY FUND R4 (MUTUAL FUND)


Basic Info     30.99 0.21(0.68%) March 27

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Asset Class:FOREIGN SMALL/MID GROWTH
MyPlanIQ Rating: (89%)
Start Date:04/07/2005
Last Dividend Date:12/19/2023
12-Mo. Yield 0.00%
Expenses 2.03%
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Performance Analytics (As of 03/27/2024)

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Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
04/08/2005
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return(%) 0.2 1.9 11.6 -0.5 3.9 4.8 10.0 6.9 13.1 -18.6 5.0 10.0 22.8 -10.4 32.0 0.5 2.7 -2.7 19.7 25.0 -10.0 22.4 47.8 -43.5 8.7 27.3 17.6
Sharpe Ratio NA 0.39 0.76 -0.23 0.15 0.28 NA 0.34 0.84 -1.07 0.45 0.38 2.34 -1.0 4.94 0.02 0.22 -0.3 2.1 1.93 -0.44 1.24 1.93 -1.17 0.33 1.61 2.26
Draw Down(%) NA 4.3 12.2 33.7 34.7 34.7 NA 58.4 12.2 29.6 9.2 34.7 6.6 18.0 2.5 10.3 12.1 12.7 8.0 11.2 22.0 15.1 22.3 54.7 14.0 18.4 6.8
Standard Deviation(%) NA 10.1 10.5 13.9 16.2 14.0 NA 17.4 10.6 18.8 11.2 25.3 9.1 11.7 6.4 15.3 12.5 9.0 9.4 13.0 22.8 18.0 24.7 37.9 17.5 14.9 9.9
Treynor Ratio NA 0.07 0.15 -0.06 0.04 0.06 NA 0.08 0.17 -0.39 0.11 0.13 0.37 -0.21 0.62 0.0 0.04 -0.04 0.3 0.35 -0.13 0.28 0.57 -0.53 0.07 0.26 0.3
Alpha NA -0.03 0.01 0.0 -0.01 0.0 NA 0.0 0.01 -0.01 0.02 -0.1 0.02 -0.02 0.04 0.0 0.01 0.0 0.02 0.04 0.0 0.03 0.04 -0.03 -0.02 0.01 0.03
Beta NA 0.53 0.55 0.51 0.58 0.61 NA 0.73 0.51 0.51 0.45 0.75 0.57 0.57 0.51 0.8 0.72 0.64 0.65 0.73 0.79 0.81 0.83 0.84 0.87 0.93 0.75
RSquared NA 0.69 0.72 0.76 0.77 0.77 NA 0.86 0.71 0.82 0.62 0.84 0.82 0.8 0.52 0.84 0.85 0.8 0.86 0.92 0.97 0.95 0.96 0.97 0.92 0.88 0.7

*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/08/2005

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* Day change on 03/27/2024.


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