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MDIDX: MFS INTERNATIONAL DIVERSIFICATION FUND A (MUTUAL FUND)
Basic Info 26.62 0.07(0.26%) July 03
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (53%) |
| Start Date: | 12/29/2004 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 3.14% |
| Expenses | 1.07% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 18.0 | 17.2 | 12.6 | 7.7 | 6.8 | 7.7 | 6.8 | 6.7 | 2.8 | 12.3 | -18.9 | 6.5 | 13.9 | 25.7 | -11.2 | 29.9 | 2.2 | -0.1 | -4.1 | 16.9 | 18.2 | -9.4 | 13.2 | 34.2 | -40.2 | 12.8 | 27.1 | 16.7 | 0.6 |
| Sharpe Ratio | NA | 2.28 | 0.97 | 0.66 | 0.39 | 0.36 | NA | NA | 0.31 | -0.32 | 0.7 | -1.0 | 0.58 | 0.52 | 2.47 | -0.98 | 4.34 | 0.13 | -0.01 | -0.42 | 1.55 | 1.27 | -0.38 | 0.71 | 1.29 | -1.03 | 0.6 | 1.72 | 1.53 | 10.96 |
| Draw Down(%) | NA | 12.6 | 12.6 | 15.7 | 31.0 | 31.0 | NA | NA | 56.9 | 11.3 | 11.4 | 28.9 | 6.3 | 30.2 | 6.8 | 18.7 | 2.4 | 10.6 | 14.8 | 12.0 | 9.1 | 13.4 | 22.2 | 16.2 | 26.0 | 52.4 | 12.1 | 16.7 | 8.0 | 0.2 |
| Standard Deviation(%) | NA | 15.9 | 14.4 | 14.0 | 14.3 | 15.1 | NA | NA | 17.9 | 11.9 | 11.5 | 20.4 | 11.2 | 25.9 | 9.8 | 12.8 | 6.8 | 15.5 | 13.9 | 9.9 | 10.9 | 14.4 | 24.7 | 18.5 | 26.5 | 39.9 | 16.3 | 13.9 | 9.5 | 11.1 |
| Treynor Ratio | NA | 0.43 | 0.16 | 0.11 | 0.06 | 0.07 | NA | NA | 0.06 | -0.04 | 0.1 | -0.22 | 0.08 | 0.21 | 0.27 | -0.14 | 0.36 | 0.02 | 0.0 | -0.05 | 0.21 | 0.22 | -0.11 | 0.15 | 0.38 | -0.43 | 0.11 | 0.24 | 0.18 | 0.55 |
| Alpha | NA | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | -0.03 | -0.01 | 0.04 | 0.02 | 0.01 | 0.03 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.02 | 0.0 | 0.0 | 0.01 | 0.02 | -0.29 |
| Beta | NA | 0.84 | 0.86 | 0.86 | 0.87 | 0.81 | NA | NA | 0.87 | 0.87 | 0.85 | 0.92 | 0.84 | 0.64 | 0.88 | 0.92 | 0.82 | 0.84 | 0.87 | 0.84 | 0.82 | 0.84 | 0.88 | 0.85 | 0.9 | 0.95 | 0.9 | 0.99 | 0.83 | 2.2 |
| RSquared | NA | 0.91 | 0.92 | 0.92 | 0.92 | 0.77 | NA | NA | 0.88 | 0.83 | 0.9 | 0.94 | 0.89 | 0.45 | 0.91 | 0.93 | 0.81 | 0.9 | 0.93 | 0.92 | 0.92 | 0.95 | 0.95 | 0.96 | 0.95 | 0.96 | 0.86 | 0.91 | 0.79 | 1.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 2.6 | 0.3 | 1.7 | 0.6 | 2.8 | 2.5 | 1.8 | 2.0 | 1.6 | 1.2 | 1.0 | 1.2 | 0.8 | 0.8 | 1.8 | 2.2 | 11.5 | 6.3 | 3.4 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 42.3 | 539.5 | -80.0 | 250.0 | -75.8 | -2.2 | 75.4 | -6.4 | 22.0 | 28.3 | 32.6 | 0.0 | 32.1 | 12.4 | -43.3 | -49.9 | -81.0 | 113.0 | 119.6 | 361.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2004
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