Find A Portfolio/Ticker
Comparison Box
MINHX: MFS INTERNATIONAL VALUE FUND R4 (MUTUAL FUND)
Basic Info 39.29 0.1(0.25%) April 24
Asset Class: | Foreign Large Value |
MyPlanIQ Rating: | (62%) |
Start Date: | 10/07/2008 |
Last Dividend Date: | 12/19/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.61% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/23/2024)
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(%) | 1.0 | 4.8 | 9.6 | 0.7 | 6.7 | 7.5 | 10.5 | 8.7 | 18.0 | -23.0 | 10.5 | 20.4 | 25.9 | -9.0 | 27.2 | 4.2 | 6.7 | 1.5 | 27.7 | 16.1 | -1.7 | 9.4 | 25.0 | -12.2 |
Sharpe Ratio | NA | 0.69 | 0.46 | -0.12 | 0.29 | 0.44 | NA | 0.45 | 1.09 | -1.1 | 0.92 | 0.83 | 2.47 | -0.85 | 3.9 | 0.27 | 0.51 | 0.16 | 2.65 | 1.3 | -0.08 | 0.56 | 0.98 | -0.69 |
Draw Down(%) | NA | 3.9 | 10.7 | 33.0 | 33.0 | 33.0 | NA | 35.5 | 10.7 | 32.9 | 7.8 | 24.8 | 6.0 | 15.7 | 3.2 | 8.9 | 11.1 | 10.5 | 6.3 | 10.6 | 15.7 | 15.7 | 27.6 | 19.7 |
Standard Deviation(%) | NA | 11.0 | 11.9 | 16.1 | 17.2 | 14.7 | NA | 17.4 | 12.8 | 22.2 | 11.5 | 24.3 | 9.9 | 12.2 | 6.8 | 14.6 | 13.2 | 9.4 | 10.5 | 12.5 | 21.2 | 16.5 | 25.3 | 61.7 |
Treynor Ratio | NA | 0.08 | 0.06 | -0.02 | 0.06 | 0.08 | NA | 0.1 | 0.15 | -0.27 | 0.17 | 0.28 | 0.31 | -0.12 | 0.36 | 0.05 | 0.09 | 0.02 | 0.38 | 0.23 | -0.02 | 0.13 | 0.3 | -0.53 |
Alpha | NA | 0.05 | 0.02 | 0.0 | 0.01 | 0.02 | NA | 0.01 | 0.01 | -0.06 | 0.02 | 0.05 | 0.03 | 0.01 | 0.02 | 0.0 | 0.05 | 0.03 | 0.04 | 0.01 | 0.04 | 0.01 | -0.01 | -0.12 |
Beta | NA | 0.95 | 0.91 | 0.87 | 0.79 | 0.79 | NA | 0.78 | 0.9 | 0.92 | 0.64 | 0.73 | 0.78 | 0.85 | 0.75 | 0.75 | 0.77 | 0.74 | 0.72 | 0.69 | 0.76 | 0.73 | 0.84 | 0.81 |
RSquared | NA | 0.86 | 0.82 | 0.77 | 0.77 | 0.79 | NA | 0.85 | 0.82 | 0.81 | 0.54 | 0.81 | 0.75 | 0.84 | 0.63 | 0.83 | 0.84 | 0.8 | 0.79 | 0.88 | 0.92 | 0.91 | 0.94 | 0.88 |
Yield(%) | N/A | 0.0 | 11.2 | 8.6 | 8.6 | 7.2 | 10.5 | N/A | 12.6 | 10.0 | 7.8 | 6.3 | 5.0 | 4.1 | 3.4 | 2.0 | 3.5 | 3.5 | 2.8 | 2.1 | 1.7 | 1.3 | 1.2 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -14.7 | 112.9 | 214.0 | N/A | N/A | N/A | -14.7 | 29.9 | 42.2 | 52.7 | 5.6 | 49.6 | 77.6 | -41.2 | -1.7 | 52.6 | 46.2 | 26.8 | 32.3 | 34.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/07/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Value Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Value
Best Mutual Funds
- SSAIX (SSGA INTERNATIONAL STOCK SELECTION FUND CLASS N) 0.0% (100%)
- VTRIX (VANGUARD INTERNATIONAL VALUE FUND INVESTOR SHARES) 0.10% (99%)
- AAIPX (AMERICAN BEACON INTERNATIONAL EQUITY FUND INVESTOR CLASS) 0.11% (98%)
- ICEUX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS I) 0.18% (98%)
- TIVFX (THE TOCQUEVILLE INTERNATIONAL VALUE FUND THE TOCQUEVILLE INTERNATIONAL VALUE FUND) 1.14% (97%)
- MYITX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND CLASS A) 0.54% (95%)
- MYIIX (Mainstay 130/30 International Fund Class) 0.67% (94%)
- MYINX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) 0.67% (94%)
- GIEAX (GMO INTERNATIONAL EQUITY ALLOCATION FUND CLASS III) 0.18% (91%)
- GTMIX (GMO TAX-MANAGED INTERNATIONAL EQUITIES FUND CLASS III) 0.27% (90%)
Best ETFs
- EFV (iShares MSCI EAFE Value ETF) 0.33% (99%)
- DWM (WisdomTree International Equity Fund) 0.35% (97%)
- DTH (WisdomTree International High Dividend Fund) 0.51% (96%)
- DOL (WisdomTree International LargeCap Dividend Fund) 0.33% (93%)
- DWX (SPDR® S&P International Dividend ETF) 0.38% (92%)
- IDV (iShares International Select Dividend ETF) 0.46% (92%)
- PXF (Invesco FTSE RAFI Developed Markets ex-U.S. ETF) 0.31% (91%)
- FNDF (Schwab Fundamental International Large Company Index ETF) 0.17% (2%)