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MGRDX: MFS INTERNATIONAL GROWTH FUND R6 (MUTUAL FUND)
Basic Info 47.91 0.15(0.31%) July 18
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (6%) |
Start Date: | 12/15/2006 |
Last Dividend Date: | 12/17/2024 |
12-Mo. Yield | 5.95% |
Expenses | 0.70% |
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Performance Analytics (As of 07/11/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/15/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 15.8 | 15.3 | 16.1 | 9.7 | 8.7 | 8.6 | 5.5 | 9.2 | 15.0 | -15.0 | 9.6 | 15.8 | 27.3 | -8.8 | 32.6 | 2.8 | 0.4 | -5.0 | 13.9 | 19.8 | -10.7 | 15.1 | 38.1 | -41.6 | 7.3 | -5.9 |
Sharpe Ratio | NA | 1.74 | 0.77 | 0.83 | 0.5 | 0.47 | NA | 0.23 | 0.46 | 0.92 | -0.77 | 0.82 | 0.58 | 2.44 | -0.74 | 4.39 | 0.16 | 0.03 | -0.48 | 1.2 | 1.25 | -0.4 | 0.8 | 1.45 | -1.09 | 0.21 | -2.12 |
Draw Down(%) | NA | 13.2 | 13.2 | 14.8 | 27.7 | 29.6 | NA | 59.7 | 8.5 | 13.6 | 26.8 | 6.3 | 29.6 | 6.4 | 15.9 | 2.2 | 9.7 | 14.8 | 13.0 | 9.9 | 14.5 | 24.3 | 16.0 | 23.9 | 52.0 | 14.4 | 7.3 |
Standard Deviation(%) | NA | 16.0 | 14.7 | 14.7 | 15.0 | 15.7 | NA | 19.1 | 12.2 | 12.4 | 21.4 | 11.7 | 26.8 | 10.6 | 13.7 | 7.3 | 15.9 | 14.6 | 10.5 | 11.6 | 15.9 | 26.7 | 18.9 | 26.2 | 38.8 | 19.4 | 40.3 |
Treynor Ratio | NA | 0.49 | 0.19 | 0.19 | 0.13 | 0.11 | NA | 0.06 | 0.08 | 0.18 | -0.28 | 0.2 | 0.19 | 0.39 | -0.15 | 0.48 | 0.03 | 0.0 | -0.06 | 0.17 | 0.22 | -0.12 | 0.18 | 0.43 | -0.49 | 0.05 | -0.22 |
Alpha | NA | 0.04 | 0.02 | 0.02 | 0.02 | 0.01 | NA | 0.0 | 0.01 | 0.02 | 0.02 | 0.04 | -0.09 | 0.02 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.01 | 0.01 | 0.0 | -0.02 | -0.02 | -0.99 |
Beta | NA | 0.56 | 0.59 | 0.63 | 0.59 | 0.67 | NA | 0.78 | 0.66 | 0.63 | 0.59 | 0.49 | 0.81 | 0.66 | 0.68 | 0.67 | 0.86 | 0.86 | 0.79 | 0.82 | 0.9 | 0.93 | 0.85 | 0.89 | 0.86 | 0.89 | 3.94 |
RSquared | NA | 0.74 | 0.75 | 0.81 | 0.78 | 0.81 | NA | 0.88 | 0.77 | 0.79 | 0.85 | 0.68 | 0.88 | 0.81 | 0.85 | 0.7 | 0.91 | 0.89 | 0.88 | 0.9 | 0.95 | 0.97 | 0.96 | 0.97 | 0.97 | 0.8 | 0.45 |
Yield(%) | N/A | 0.0 | 6.0 | 4.7 | 4.4 | 4.1 | 4.5 | N/A | 6.6 | 3.2 | 2.5 | 7.1 | 0.9 | 1.9 | 3.7 | 3.4 | 1.5 | 1.2 | 2.4 | 1.3 | 1.8 | 1.1 | 1.1 | 1.4 | 0.9 | 1.2 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | 125.6 | 24.2 | 145.4 | N/A | N/A | N/A | 125.6 | 5.5 | -63.7 | 792.7 | -39.0 | -55.0 | 40.7 | 133.0 | 21.9 | -54.1 | 98.0 | -11.2 | 47.5 | 15.0 | 1.3 | -8.9 | -18.3 | 3.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/15/2006
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