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MIDJX: MFS INTERNATIONAL NEW DISCOVERY FUND R4 (MUTUAL FUND)
Basic Info 33 0.08(0.24%) July 03
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 04/07/2005 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 7.38% |
| Expenses | 2.03% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/07/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 15.7 | 15.1 | 11.3 | 6.5 | 5.8 | 7.9 | 7.3 | 7.2 | 0.9 | 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 | 2.29 | 0.94 | 0.61 | 0.34 | 0.3 | NA | NA | 0.35 | -0.26 | 0.89 | -1.07 | 0.45 | 0.38 | 2.33 | -1.01 | 4.94 | 0.02 | 0.22 | -0.3 | 2.1 | 1.93 | -0.44 | 1.24 | 1.93 | -1.17 | 0.32 | 1.6 | 2.25 |
| Draw Down(%) | NA | 10.1 | 15.1 | 16.5 | 33.7 | 34.7 | NA | NA | 58.4 | 10.4 | 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 | 13.5 | 12.6 | 12.9 | 13.3 | 14.3 | NA | NA | 17.2 | 10.7 | 10.6 | 18.8 | 11.2 | 25.6 | 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 | 0.76 | 0.26 | 0.15 | 0.09 | 0.07 | NA | NA | 0.08 | -0.05 | 0.19 | -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 | 0.06 | 0.26 | 0.29 |
| Alpha | NA | 0.06 | 0.02 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | -0.02 | 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 | 0.41 | 0.45 | 0.52 | 0.5 | 0.59 | NA | NA | 0.71 | 0.54 | 0.51 | 0.51 | 0.46 | 0.76 | 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 | 0.56 | 0.59 | 0.72 | 0.72 | 0.76 | NA | NA | 0.85 | 0.67 | 0.71 | 0.82 | 0.64 | 0.85 | 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 |
| Yield(%) | N/A | 0.0 | 7.3 | 6.1 | 5.4 | 4.8 | 5.7 | 6.2 | N/A | 7.6 | 4.6 | 4.6 | 5.1 | 4.3 | 3.3 | 5.7 | 3.5 | 2.7 | 1.2 | 1.4 | 1.5 | 1.6 | 1.3 | 1.3 | 1.9 | 5.2 | 20.2 | 12.0 | 8.4 |
| Dividend Growth(%) | N/A | -100.0 | 76.1 | 20.4 | 72.7 | 0.9 | N/A | N/A | N/A | 76.1 | -22.5 | -12.0 | 27.0 | 55.0 | -52.1 | 111.2 | 27.6 | 132.9 | -16.1 | 5.6 | 13.6 | 7.5 | 18.5 | 3.8 | -81.2 | -77.0 | 89.0 | 60.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2005
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