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MRSHX: MFS RESEARCH INTERNATIONAL FUND R3 (MUTUAL FUND)
Basic Info 24.25 0.33(1.38%) May 02
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 04/08/2005 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 1.80% |
| Expenses | 0.75% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/08/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 9.5 | 9.9 | 7.5 | 9.5 | 5.1 | 5.8 | 5.6 | 5.4 | 2.8 | 13.1 | -17.5 | 11.6 | 12.9 | 27.6 | -14.2 | 28.1 | -1.1 | -2.0 | -7.0 | 18.6 | 16.7 | -10.8 | 10.9 | 31.1 | -42.4 | 12.5 | 27.1 | 16.5 |
| Sharpe Ratio | NA | 1.45 | 0.23 | 0.2 | 0.45 | 0.21 | NA | NA | 0.21 | -0.32 | 0.75 | -0.89 | 1.01 | 0.46 | 2.6 | -1.17 | 3.82 | -0.08 | -0.13 | -0.64 | 1.52 | 1.06 | -0.4 | 0.53 | 1.07 | -0.99 | 0.56 | 1.64 | 2.0 |
| Draw Down(%) | NA | 12.5 | 14.0 | 18.6 | 30.9 | 30.9 | NA | NA | 59.7 | 9.8 | 11.8 | 29.5 | 6.5 | 30.7 | 6.2 | 21.8 | 2.3 | 13.5 | 17.0 | 12.5 | 9.3 | 15.3 | 24.4 | 17.7 | 28.7 | 55.1 | 12.3 | 17.1 | 6.1 |
| Standard Deviation(%) | NA | 19.7 | 15.2 | 15.5 | 15.3 | 16.0 | NA | NA | 19.5 | 11.7 | 11.9 | 21.2 | 11.5 | 27.2 | 10.1 | 13.2 | 7.2 | 17.8 | 15.4 | 10.8 | 12.2 | 15.8 | 27.1 | 20.3 | 29.0 | 43.8 | 17.1 | 14.6 | 10.4 |
| Treynor Ratio | NA | 0.32 | 0.04 | 0.03 | 0.08 | 0.04 | NA | NA | 0.04 | -0.04 | 0.1 | -0.2 | 0.13 | 0.18 | 0.29 | -0.16 | 0.31 | -0.01 | -0.02 | -0.07 | 0.2 | 0.18 | -0.11 | 0.11 | 0.31 | -0.41 | 0.1 | 0.23 | 0.25 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | 0.03 | 0.02 | 0.0 | 0.02 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 |
| Beta | NA | 0.9 | 0.91 | 0.92 | 0.91 | 0.87 | NA | NA | 0.95 | 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 | 1.04 | 0.94 | 1.04 | 0.84 |
| RSquared | NA | 0.94 | 0.94 | 0.95 | 0.93 | 0.79 | NA | NA | 0.89 | 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 | 0.96 | 0.97 | 0.96 | 0.95 | 0.85 | 0.9 | 0.74 |
| Yield(%) | N/A | 0.0 | 1.8 | 1.7 | 1.8 | 1.9 | 2.3 | 3.7 | N/A | 1.9 | 1.7 | 1.1 | 1.2 | 0.8 | 2.1 | 4.4 | 1.3 | 1.7 | 1.6 | 2.1 | 1.5 | 2.0 | 1.7 | 1.4 | 1.9 | 2.3 | 11.9 | 12.7 | 9.6 |
| Dividend Growth(%) | N/A | -100.0 | 21.6 | 37.3 | -23.4 | -58.6 | N/A | N/A | N/A | 21.6 | 21.1 | 5.0 | 66.9 | -50.8 | -62.2 | 319.9 | -21.5 | 2.4 | -33.3 | 61.6 | -14.4 | 5.0 | 28.4 | -2.9 | -53.5 | -80.5 | 3.8 | 44.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/08/2005
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