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MRIBX: MFS RESEARCH INTERNATIONAL FUND B (MUTUAL FUND)
Basic Info 25.38 0.03(0.12%) July 10
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 12/16/1998 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 0.62% |
| Expenses | 0.75% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/16/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 15.9 | 11.3 | 11.6 | 7.0 | 5.1 | 5.9 | 5.1 | 5.5 | 2.0 | 12.3 | -18.1 | 10.8 | 12.0 | 26.7 | -14.9 | 27.1 | -1.9 | -2.8 | -7.6 | 17.7 | 15.9 | -11.5 | 10.1 | 30.0 | -42.9 | 11.8 | 26.5 | 15.4 | 19.7 | 31.7 | -12.6 | -18.6 | -9.8 | 50.2 | 3.9 |
| Sharpe Ratio | NA | 1.82 | 0.53 | 0.53 | 0.35 | 0.23 | NA | NA | 0.22 | -0.39 | 0.68 | -0.92 | 0.94 | 0.43 | 2.52 | -1.23 | 3.67 | -0.12 | -0.18 | -0.7 | 1.44 | 1.01 | -0.43 | 0.49 | 1.03 | -0.99 | 0.52 | 1.6 | 1.32 | 1.33 | 2.3 | -0.77 | -1.38 | -0.8 | 3.64 | 21.72 |
| Draw Down(%) | NA | 12.5 | 14.4 | 16.8 | 31.5 | 31.5 | NA | NA | 60.1 | 10.0 | 11.9 | 29.9 | 6.6 | 30.8 | 6.3 | 22.3 | 2.4 | 13.6 | 17.2 | 12.8 | 9.4 | 15.4 | 24.7 | 18.0 | 28.8 | 55.3 | 12.3 | 17.2 | 8.5 | 10.5 | 14.3 | 22.7 | 29.2 | 19.6 | 9.0 | 0.2 |
| Standard Deviation(%) | NA | 17.0 | 15.2 | 14.7 | 14.9 | 15.9 | NA | NA | 18.5 | 11.8 | 12.0 | 21.3 | 11.5 | 27.1 | 10.1 | 13.2 | 7.2 | 17.8 | 15.4 | 10.8 | 12.2 | 15.8 | 26.8 | 20.3 | 29.1 | 43.9 | 17.1 | 14.6 | 10.1 | 14.1 | 13.5 | 17.7 | 15.4 | 17.4 | 12.9 | 7.5 |
| Treynor Ratio | NA | 0.35 | 0.09 | 0.09 | 0.06 | 0.04 | NA | NA | 0.04 | -0.05 | 0.09 | -0.2 | 0.12 | 0.17 | 0.28 | -0.17 | 0.3 | -0.02 | -0.03 | -0.08 | 0.19 | 0.17 | -0.12 | 0.11 | 0.3 | -0.42 | 0.09 | 0.23 | 0.16 | 0.2 | 0.36 | -0.16 | -0.25 | -0.14 | 0.54 | 2.38 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | -0.03 | 0.0 | 0.03 | 0.02 | -0.01 | 0.02 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 | 0.07 | 0.12 |
| Beta | NA | 0.89 | 0.9 | 0.91 | 0.92 | 0.87 | NA | NA | 0.94 | 0.92 | 0.89 | 0.97 | 0.86 | 0.68 | 0.91 | 0.96 | 0.89 | 0.99 | 0.96 | 0.93 | 0.93 | 0.93 | 0.97 | 0.95 | 1.0 | 1.05 | 0.94 | 1.03 | 0.85 | 0.95 | 0.85 | 0.86 | 0.84 | 1.02 | 0.87 | 0.68 |
| RSquared | NA | 0.9 | 0.92 | 0.94 | 0.93 | 0.79 | NA | NA | 0.88 | 0.93 | 0.94 | 0.96 | 0.91 | 0.47 | 0.92 | 0.94 | 0.83 | 0.96 | 0.93 | 0.93 | 0.93 | 0.96 | 0.98 | 0.97 | 0.96 | 0.95 | 0.86 | 0.9 | 0.74 | 0.85 | 0.79 | 0.91 | 0.9 | 0.74 | 0.73 | 0.66 |
| Yield(%) | N/A | 0.0 | 0.6 | 0.6 | 0.4 | 0.9 | 1.1 | 2.7 | N/A | 0.7 | 0.5 | 0.3 | 0.2 | 0.0 | 1.1 | 3.7 | 0.3 | 0.7 | 0.6 | 1.2 | 0.6 | 1.0 | 0.7 | 0.5 | 0.8 | 1.7 | 11.4 | 12.3 | 9.2 | 5.0 | 0.0 | 0.0 | 0.0 | 2.7 | 3.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 41.6 | 42.7 | -67.5 | -77.5 | N/A | N/A | N/A | 41.6 | 50.7 | 34.0 | N/A | -100.0 | -75.6 | 1276.2 | -54.5 | 15.8 | -54.1 | 146.4 | -37.8 | 22.7 | 66.7 | -22.4 | -72.4 | -85.4 | 2.9 | 47.6 | 104.7 | N/A | N/A | N/A | -100.0 | 30.3 | 34200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/1998
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