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MINFX: MFS INTERNATIONAL VALUE FUND R2 (MUTUAL FUND)
Basic Info 37.49 0.31(0.82%) July 11
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 10/07/2008 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 1.63% |
| Expenses | 0.61% |
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Performance Analytics (As of 07/11/2025)
| 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(%) | -0.6 | 19.1 | 2.4 | 2.7 | -2.1 | 3.2 | 6.1 | 6.4 | -4.6 | 5.5 | -33.4 | 2.3 | 13.7 | 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 | 2.04 | -0.04 | -0.03 | -0.22 | 0.1 | NA | 0.3 | -0.64 | 0.08 | -1.34 | 0.16 | 0.53 | 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 | 13.6 | 20.9 | 20.9 | 39.5 | 39.5 | NA | 39.5 | 18.9 | 10.9 | 34.0 | 9.7 | 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 | 18.1 | 20.4 | 19.8 | 18.6 | 16.9 | NA | 18.2 | 17.6 | 16.1 | 26.0 | 14.0 | 25.1 | 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 | 0.41 | -0.01 | -0.01 | -0.05 | 0.02 | NA | 0.07 | -0.14 | 0.01 | -0.39 | 0.03 | 0.18 | 0.3 | -0.14 | 0.35 | 0.05 | 0.08 | 0.01 | 0.38 | 0.22 | -0.03 | 0.12 | 0.29 | -0.09 |
| Alpha | NA | 0.03 | -0.03 | -0.03 | -0.04 | -0.01 | NA | 0.0 | -0.01 | -0.03 | -0.11 | 0.0 | 0.02 | 0.03 | 0.02 | 0.02 | 0.0 | 0.04 | 0.02 | 0.04 | 0.01 | 0.04 | 0.01 | -0.01 | 0.08 |
| Beta | NA | 0.89 | 0.92 | 0.92 | 0.83 | 0.8 | NA | 0.8 | 0.79 | 0.86 | 0.9 | 0.66 | 0.74 | 0.79 | 0.8 | 0.75 | 0.74 | 0.77 | 0.74 | 0.72 | 0.69 | 0.76 | 0.72 | 0.84 | 0.85 |
| RSquared | NA | 0.88 | 0.6 | 0.53 | 0.54 | 0.66 | NA | 0.79 | 0.44 | 0.49 | 0.58 | 0.43 | 0.81 | 0.75 | 0.79 | 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 | 1.6 | 1.3 | 0.8 | 2.2 | 3.3 | N/A | 1.8 | 1.8 | 0.4 | 0.7 | 0.2 | 4.7 | 3.8 | 3.1 | 1.6 | 3.1 | 3.2 | 2.4 | 1.8 | 1.3 | 1.2 | 1.3 | 10.5 |
| Dividend Growth(%) | N/A | -100.0 | 0.0 | -32.5 | -67.7 | N/A | N/A | N/A | 0.0 | 176.6 | -35.7 | 270.0 | -94.5 | 6.0 | 55.7 | 101.8 | -47.5 | -7.0 | 63.3 | 53.0 | 33.6 | 15.6 | 15.9 | -89.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/07/2008
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