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MINJX: MFS INTERNATIONAL VALUE FUND R6 (MUTUAL FUND)
Basic Info 42.8 0.09(0.21%) July 01
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 12/15/2006 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 2.07% |
| Expenses | 0.61% |
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Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/15/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 19.6 | 8.6 | 3.9 | 0.0 | 4.2 | 7.3 | 3.7 | -2.8 | 7.3 | -32.1 | 3.6 | 14.8 | 26.0 | -8.9 | 27.2 | 4.3 | 6.9 | 1.6 | 27.8 | 16.1 | -1.8 | 9.3 | 24.8 | -36.7 | 0.3 | -6.2 |
| Sharpe Ratio | NA | 2.24 | 0.26 | 0.03 | -0.11 | 0.17 | NA | 0.15 | -0.56 | 0.2 | -1.32 | 0.26 | 0.58 | 2.49 | -0.84 | 3.91 | 0.28 | 0.52 | 0.17 | 2.66 | 1.3 | -0.09 | 0.56 | 0.97 | -1.07 | -0.17 | -2.27 |
| Draw Down(%) | NA | 13.6 | 19.6 | 19.6 | 37.0 | 37.0 | NA | 58.4 | 17.8 | 10.7 | 32.8 | 9.1 | 24.8 | 6.0 | 15.6 | 3.2 | 8.9 | 11.1 | 10.4 | 6.3 | 10.5 | 15.7 | 15.7 | 27.6 | 44.8 | 13.0 | 7.3 |
| Standard Deviation(%) | NA | 18.6 | 19.7 | 19.1 | 18.1 | 16.6 | NA | 18.1 | 16.7 | 15.5 | 25.4 | 13.7 | 24.9 | 9.9 | 12.2 | 6.8 | 14.6 | 13.1 | 9.3 | 10.4 | 12.4 | 21.1 | 16.5 | 25.3 | 35.2 | 15.9 | 38.3 |
| Treynor Ratio | NA | 0.46 | 0.06 | 0.01 | -0.02 | 0.03 | NA | 0.03 | -0.12 | 0.04 | -0.37 | 0.05 | 0.2 | 0.31 | -0.13 | 0.36 | 0.06 | 0.09 | 0.02 | 0.39 | 0.23 | -0.02 | 0.13 | 0.29 | -0.46 | -0.04 | -0.28 |
| Alpha | NA | 0.04 | -0.01 | -0.02 | -0.03 | 0.0 | NA | 0.0 | 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 | -0.01 | -0.04 | -0.82 |
| Beta | NA | 0.91 | 0.93 | 0.92 | 0.84 | 0.8 | NA | 0.79 | 0.79 | 0.87 | 0.9 | 0.66 | 0.73 | 0.79 | 0.8 | 0.75 | 0.75 | 0.76 | 0.74 | 0.72 | 0.69 | 0.76 | 0.73 | 0.84 | 0.81 | 0.74 | 3.14 |
| RSquared | NA | 0.89 | 0.65 | 0.57 | 0.57 | 0.68 | NA | 0.8 | 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 | 0.93 | 0.91 | 0.94 | 0.93 | 0.77 | 0.4 |
| Yield(%) | N/A | 0.0 | 2.1 | 1.8 | 1.3 | 2.8 | 4.1 | N/A | 2.2 | 2.3 | 0.9 | 0.9 | 0.8 | 5.1 | 4.2 | 3.5 | 2.1 | 3.6 | 3.5 | 2.8 | 2.1 | 1.6 | 1.3 | 1.2 | 1.9 | 1.5 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | -0.6 | -23.4 | -56.4 | N/A | N/A | N/A | -0.6 | 81.2 | -2.5 | 23.1 | -80.0 | 5.7 | 47.8 | 74.0 | -39.7 | -1.2 | 53.0 | 49.3 | 32.6 | 30.6 | 33.8 | -61.6 | 26.3 | -5.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/15/2006
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