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MQGIX: MFS INTERNATIONAL GROWTH FUND I (MUTUAL FUND)
Basic Info 54.83 0(0.0%) July 03
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 12/22/1997 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 5.23% |
| Expenses | 0.70% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1997 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 16.0 | 17.4 | 15.2 | 10.0 | 8.8 | 8.9 | 8.0 | 6.8 | 9.1 | 14.8 | -15.1 | 9.5 | 15.7 | 27.2 | -8.9 | 32.5 | 2.6 | 0.3 | -5.1 | 13.8 | 19.7 | -10.6 | 15.2 | 38.1 | -39.8 | 16.1 | 26.2 | 14.3 | 18.6 | 37.8 | -10.8 | -16.1 | -17.5 | 33.2 | -2.7 | 2.2 |
| Sharpe Ratio | NA | 1.95 | 0.97 | 0.81 | 0.53 | 0.47 | NA | NA | 0.3 | 0.45 | 0.91 | -0.78 | 0.81 | 0.58 | 2.42 | -0.75 | 4.38 | 0.15 | 0.02 | -0.49 | 1.2 | 1.25 | -0.4 | 0.8 | 1.45 | -1.04 | 0.78 | 1.61 | 1.27 | 1.3 | 2.72 | -0.72 | -1.16 | -1.2 | 2.37 | -0.36 | 16.07 |
| Draw Down(%) | NA | 13.3 | 13.3 | 14.8 | 27.8 | 29.7 | NA | NA | 55.1 | 8.6 | 13.6 | 26.8 | 6.4 | 29.7 | 6.5 | 16.0 | 2.3 | 9.7 | 14.9 | 13.0 | 9.9 | 14.6 | 24.3 | 15.9 | 24.0 | 52.0 | 12.3 | 16.9 | 8.0 | 10.4 | 14.5 | 21.8 | 29.2 | 24.7 | 9.1 | 29.1 | 0.1 |
| Standard Deviation(%) | NA | 16.2 | 14.7 | 14.7 | 15.1 | 15.8 | NA | NA | 17.7 | 12.2 | 12.4 | 21.4 | 11.7 | 26.8 | 10.6 | 13.8 | 7.3 | 15.9 | 14.6 | 10.5 | 11.6 | 15.9 | 26.8 | 18.9 | 26.2 | 39.1 | 16.8 | 14.2 | 9.5 | 13.6 | 13.7 | 16.7 | 16.2 | 18.1 | 12.6 | 17.3 | 9.1 |
| Treynor Ratio | NA | 0.56 | 0.24 | 0.19 | 0.14 | 0.11 | NA | NA | 0.07 | 0.08 | 0.18 | -0.28 | 0.19 | 0.19 | 0.39 | -0.15 | 0.47 | 0.03 | 0.0 | -0.06 | 0.17 | 0.22 | -0.11 | 0.18 | 0.43 | -0.47 | 0.15 | 0.25 | 0.16 | 0.2 | 0.43 | -0.18 | -0.28 | -0.29 | 0.39 | -0.07 | 1.25 |
| Alpha | NA | 0.05 | 0.02 | 0.02 | 0.02 | 0.01 | NA | NA | 0.0 | 0.01 | 0.02 | 0.02 | 0.04 | -0.09 | 0.02 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.03 | 0.0 | -0.02 | -0.05 | 0.04 | -0.06 | -0.23 |
| Beta | NA | 0.56 | 0.59 | 0.63 | 0.59 | 0.67 | NA | NA | 0.78 | 0.66 | 0.63 | 0.59 | 0.49 | 0.81 | 0.66 | 0.68 | 0.67 | 0.86 | 0.86 | 0.79 | 0.82 | 0.9 | 0.93 | 0.85 | 0.89 | 0.87 | 0.84 | 0.9 | 0.78 | 0.9 | 0.86 | 0.67 | 0.68 | 0.74 | 0.77 | 0.82 | 1.17 |
| RSquared | NA | 0.74 | 0.75 | 0.81 | 0.77 | 0.81 | NA | NA | 0.85 | 0.77 | 0.79 | 0.84 | 0.68 | 0.88 | 0.81 | 0.85 | 0.71 | 0.89 | 0.89 | 0.89 | 0.9 | 0.95 | 0.97 | 0.96 | 0.97 | 0.97 | 0.94 | 0.9 | 0.73 | 0.74 | 0.76 | 0.76 | 0.73 | 0.55 | 0.68 | 0.86 | 0.92 |
| Yield(%) | N/A | 0.0 | 5.2 | 4.0 | 3.9 | 3.7 | 4.1 | 4.7 | N/A | 5.7 | 2.7 | 2.1 | 6.2 | 0.7 | 1.7 | 3.2 | 2.9 | 1.2 | 1.0 | 2.1 | 1.2 | 1.6 | 1.0 | 1.0 | 1.3 | 2.4 | 9.3 | 9.2 | 2.2 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.9 |
| Dividend Growth(%) | N/A | -100.0 | 131.3 | 23.1 | 147.5 | 40.2 | N/A | N/A | N/A | 131.3 | 5.7 | -64.8 | 859.5 | -43.5 | -54.7 | 43.8 | 147.5 | 15.6 | -54.0 | 92.8 | -11.7 | 41.2 | 10.3 | 5.2 | -66.8 | -73.0 | 15.3 | 384.1 | 1110.5 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1997
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