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MGRTX: MFS INTERNATIONAL GROWTH FUND R3 (MUTUAL FUND)
Basic Info 45.77 0.26(0.57%) May 20
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (10%) |
| Start Date: | 10/07/2008 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 1.27% |
| Expenses | 0.70% |
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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 | Since 10/07/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | 12.4 | 8.5 | 9.9 | 8.9 | 6.3 | 7.6 | 7.8 | 4.0 | 13.0 | -16.8 | 3.0 | 15.5 | 26.9 | -9.1 | 32.1 | 2.4 | 0.0 | -5.3 | 13.6 | 19.4 | -10.8 | 14.9 | 37.6 | -5.7 |
| Sharpe Ratio | NA | 1.72 | 0.09 | 0.33 | 0.38 | 0.28 | NA | 0.36 | -0.19 | 0.71 | -0.85 | 0.23 | 0.57 | 2.41 | -0.76 | 4.34 | 0.14 | 0.0 | -0.51 | 1.17 | 1.23 | -0.4 | 0.79 | 1.43 | -0.33 |
| Draw Down(%) | NA | 13.3 | 17.1 | 17.1 | 32.0 | 32.0 | NA | 32.0 | 12.6 | 13.7 | 27.0 | 10.7 | 29.7 | 6.5 | 16.2 | 2.3 | 9.7 | 15.0 | 13.1 | 9.9 | 14.6 | 24.3 | 16.0 | 24.1 | 24.8 |
| Standard Deviation(%) | NA | 17.9 | 15.6 | 15.6 | 15.8 | 16.0 | NA | 18.9 | 13.1 | 12.4 | 21.4 | 13.3 | 26.8 | 10.6 | 13.7 | 7.3 | 15.9 | 14.6 | 10.6 | 11.5 | 15.9 | 27.1 | 18.9 | 26.2 | 66.7 |
| Treynor Ratio | NA | 0.55 | 0.03 | 0.09 | 0.11 | 0.07 | NA | 0.09 | -0.05 | 0.14 | -0.32 | 0.08 | 0.19 | 0.39 | -0.15 | 0.47 | 0.03 | 0.0 | -0.07 | 0.16 | 0.22 | -0.12 | 0.17 | 0.42 | -0.25 |
| Alpha | NA | 0.04 | 0.01 | 0.01 | 0.02 | 0.01 | NA | 0.01 | 0.0 | 0.01 | 0.02 | 0.03 | -0.09 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 |
| Beta | NA | 0.55 | 0.52 | 0.58 | 0.55 | 0.64 | NA | 0.75 | 0.52 | 0.62 | 0.58 | 0.37 | 0.81 | 0.66 | 0.68 | 0.67 | 0.86 | 0.86 | 0.8 | 0.82 | 0.9 | 0.93 | 0.85 | 0.89 | 0.87 |
| RSquared | NA | 0.75 | 0.62 | 0.74 | 0.68 | 0.76 | NA | 0.85 | 0.57 | 0.78 | 0.82 | 0.4 | 0.88 | 0.81 | 0.85 | 0.7 | 0.91 | 0.89 | 0.89 | 0.9 | 0.95 | 0.95 | 0.96 | 0.97 | 0.98 |
| Yield(%) | N/A | 0.0 | 1.3 | 1.3 | 1.2 | 1.7 | 2.3 | N/A | 1.4 | 1.4 | 0.7 | 0.8 | 0.7 | 1.9 | 3.4 | 3.0 | 1.0 | 1.0 | 2.1 | 1.2 | 1.6 | 1.0 | 1.0 | 1.4 | 4.0 |
| Dividend Growth(%) | N/A | -100.0 | 9.1 | 21.2 | -34.9 | N/A | N/A | N/A | 9.1 | 57.0 | -1.6 | 26.4 | -53.0 | -52.6 | 47.6 | 200.0 | 4.5 | -57.0 | 82.2 | -7.1 | 43.6 | 14.0 | -4.6 | -68.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/07/2008
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