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MINHX: MFS INTERNATIONAL VALUE FUND R4 (MUTUAL FUND)
Basic Info 42.73 0.4(0.94%) June 27
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 10/07/2008 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 1.95% |
| Expenses | 0.61% |
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Performance Analytics (As of 06/27/2025)
| 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(%) | 2.6 | 19.6 | 8.3 | 3.8 | -0.0 | 4.1 | 7.1 | 6.5 | -2.9 | 7.2 | -32.2 | 3.4 | 14.7 | 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 | 2.23 | 0.25 | 0.02 | -0.12 | 0.16 | NA | 0.31 | -0.57 | 0.19 | -1.32 | 0.25 | 0.58 | 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 | 13.6 | 19.7 | 19.7 | 37.1 | 37.1 | NA | 37.1 | 17.8 | 10.7 | 32.9 | 9.1 | 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 | 18.6 | 19.7 | 19.1 | 18.1 | 16.6 | NA | 18.0 | 16.7 | 15.4 | 25.4 | 13.7 | 24.9 | 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 | 0.46 | 0.05 | 0.01 | -0.02 | 0.03 | NA | 0.07 | -0.12 | 0.03 | -0.37 | 0.05 | 0.2 | 0.31 | -0.13 | 0.36 | 0.05 | 0.09 | 0.02 | 0.38 | 0.23 | -0.02 | 0.13 | 0.3 | -0.53 |
| Alpha | NA | 0.04 | -0.01 | -0.02 | -0.03 | 0.0 | NA | 0.01 | 0.0 | -0.02 | -0.11 | 0.0 | 0.03 | 0.03 | 0.02 | 0.02 | 0.0 | 0.05 | 0.03 | 0.04 | 0.01 | 0.04 | 0.01 | -0.01 | -0.12 |
| Beta | NA | 0.91 | 0.93 | 0.92 | 0.84 | 0.8 | NA | 0.79 | 0.79 | 0.87 | 0.9 | 0.66 | 0.74 | 0.79 | 0.8 | 0.75 | 0.75 | 0.77 | 0.74 | 0.72 | 0.69 | 0.76 | 0.73 | 0.84 | 0.81 |
| RSquared | NA | 0.89 | 0.65 | 0.57 | 0.57 | 0.68 | NA | 0.79 | 0.48 | 0.54 | 0.6 | 0.44 | 0.8 | 0.75 | 0.79 | 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 | 1.9 | 1.7 | 1.2 | 2.7 | 3.9 | N/A | 2.1 | 2.2 | 0.8 | 0.9 | 0.7 | 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 | -0.6 | -25.6 | -58.4 | N/A | N/A | N/A | -0.6 | 90.6 | -7.8 | 32.8 | -82.0 | 6.0 | 48.9 | 77.9 | -41.4 | -1.7 | 53.6 | 47.0 | 24.4 | 31.8 | 38.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/07/2008
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