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MINFX: MFS INTERNATIONAL VALUE FUND R2 (MUTUAL FUND)
Basic Info 36.71 0.15(0.41%) May 14
Asset Class: | Foreign Large Value |
MyPlanIQ Rating: | (18%) |
Start Date: | 10/07/2008 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 12.00% |
Expenses | 0.61% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/07/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | 9.5 | 16.4 | 2.8 | 7.7 | 7.2 | 9.8 | 9.2 | 17.5 | -23.4 | 10.0 | 19.9 | 25.3 | -9.5 | 26.5 | 3.7 | 6.2 | 1.0 | 27.0 | 15.5 | -2.2 | 8.9 | 24.2 | -1.8 |
Sharpe Ratio | NA | 2.25 | 0.96 | -0.02 | 0.33 | 0.42 | NA | 0.49 | 1.05 | -1.12 | 0.87 | 0.8 | 2.41 | -0.89 | 3.8 | 0.24 | 0.47 | 0.11 | 2.59 | 1.25 | -0.1 | 0.53 | 0.95 | -0.12 |
Draw Down(%) | NA | 3.9 | 10.8 | 33.2 | 33.2 | 33.2 | NA | 33.2 | 10.8 | 33.1 | 7.8 | 24.9 | 6.1 | 16.1 | 3.3 | 9.0 | 11.3 | 10.6 | 6.4 | 10.6 | 15.9 | 15.7 | 27.6 | 19.7 |
Standard Deviation(%) | NA | 11.0 | 12.0 | 16.1 | 17.3 | 14.7 | NA | 17.4 | 12.7 | 22.2 | 11.5 | 24.4 | 9.9 | 12.1 | 6.8 | 14.6 | 13.2 | 9.3 | 10.4 | 12.4 | 21.3 | 16.4 | 25.3 | 62.4 |
Treynor Ratio | NA | 0.28 | 0.13 | 0.0 | 0.07 | 0.08 | NA | 0.11 | 0.15 | -0.27 | 0.16 | 0.27 | 0.3 | -0.13 | 0.35 | 0.05 | 0.08 | 0.01 | 0.38 | 0.22 | -0.03 | 0.12 | 0.29 | -0.09 |
Alpha | NA | 0.04 | 0.01 | 0.0 | 0.01 | 0.01 | NA | 0.02 | 0.01 | -0.06 | 0.02 | 0.05 | 0.03 | 0.01 | 0.02 | 0.0 | 0.04 | 0.02 | 0.04 | 0.01 | 0.04 | 0.01 | -0.01 | 0.08 |
Beta | NA | 0.9 | 0.91 | 0.88 | 0.8 | 0.79 | NA | 0.79 | 0.9 | 0.93 | 0.63 | 0.74 | 0.79 | 0.85 | 0.75 | 0.74 | 0.77 | 0.74 | 0.72 | 0.69 | 0.76 | 0.72 | 0.84 | 0.85 |
RSquared | NA | 0.83 | 0.82 | 0.77 | 0.78 | 0.79 | NA | 0.86 | 0.82 | 0.81 | 0.53 | 0.82 | 0.75 | 0.84 | 0.63 | 0.83 | 0.84 | 0.8 | 0.79 | 0.88 | 0.92 | 0.91 | 0.94 | 0.97 |
Yield(%) | N/A | 0.0 | 12.0 | 9.1 | 8.9 | 6.9 | 9.4 | N/A | 13.3 | 10.5 | 8.2 | 6.2 | 4.7 | 3.9 | 3.1 | 1.6 | 3.0 | 3.2 | 2.4 | 1.8 | 1.3 | 1.2 | 1.3 | 10.5 |
Dividend Growth(%) | N/A | -100.0 | -15.2 | 129.7 | 252.5 | N/A | N/A | N/A | -15.3 | 28.8 | 51.1 | 58.8 | 5.8 | 56.0 | 100.0 | -46.8 | -6.9 | 62.9 | 51.2 | 36.7 | 15.4 | 13.0 | -89.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/07/2008
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