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MRSIX: MFS RESEARCH INTERNATIONAL FUND I (MUTUAL FUND)
Basic Info 26.83 0(0.0%) July 18
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 12/22/1997 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 1.86% |
| Expenses | 0.75% |
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Performance Analytics (As of 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1997 |
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(%) | -0.1 | 15.3 | 9.2 | 13.0 | 7.8 | 6.0 | 6.9 | 6.0 | 6.1 | 3.1 | 13.4 | -17.3 | 11.9 | 13.2 | 28.0 | -14.0 | 28.4 | -0.9 | -1.7 | -6.7 | 18.9 | 17.0 | -10.6 | 11.2 | 31.4 | -42.3 | 12.9 | 27.7 | 16.6 | 20.9 | 33.0 | -11.8 | -17.7 | -11.9 | 48.3 | 12.9 | -7.5 |
| Sharpe Ratio | NA | 1.72 | 0.43 | 0.63 | 0.4 | 0.29 | NA | NA | 0.25 | -0.3 | 0.78 | -0.88 | 1.03 | 0.47 | 2.65 | -1.16 | 3.85 | -0.06 | -0.12 | -0.62 | 1.55 | 1.08 | -0.4 | 0.55 | 1.08 | -0.98 | 0.58 | 1.68 | 1.44 | 1.42 | 2.4 | -0.73 | -1.32 | -0.92 | 3.46 | 0.56 | -1.52 |
| Draw Down(%) | NA | 12.5 | 14.0 | 16.7 | 30.7 | 30.7 | NA | NA | 59.5 | 9.8 | 11.7 | 29.3 | 6.5 | 30.7 | 6.2 | 21.6 | 2.3 | 13.5 | 16.9 | 12.5 | 9.3 | 15.2 | 24.4 | 17.6 | 28.7 | 55.1 | 12.2 | 17.1 | 8.4 | 10.5 | 14.2 | 22.4 | 28.9 | 21.8 | 9.0 | 27.0 | 9.2 |
| Standard Deviation(%) | NA | 16.7 | 15.1 | 14.6 | 14.8 | 15.9 | NA | NA | 18.5 | 11.8 | 12.0 | 21.2 | 11.5 | 27.2 | 10.0 | 13.2 | 7.2 | 17.8 | 15.4 | 10.8 | 12.2 | 15.8 | 26.8 | 20.2 | 29.0 | 43.9 | 17.1 | 14.6 | 10.0 | 14.1 | 13.5 | 17.7 | 15.4 | 17.4 | 13.0 | 17.1 | 65.8 |
| Treynor Ratio | NA | 0.32 | 0.07 | 0.1 | 0.06 | 0.05 | NA | NA | 0.05 | -0.04 | 0.1 | -0.19 | 0.14 | 0.15 | 0.29 | -0.16 | 0.31 | -0.01 | -0.02 | -0.07 | 0.2 | 0.18 | -0.11 | 0.12 | 0.31 | -0.41 | 0.11 | 0.24 | 0.17 | 0.21 | 0.38 | -0.15 | -0.24 | -0.16 | 0.53 | 0.12 | -3.68 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | 0.02 | 0.03 | 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 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.07 | -0.01 | -1.36 |
| Beta | NA | 0.9 | 0.91 | 0.91 | 0.92 | 0.87 | NA | NA | 0.93 | 0.91 | 0.89 | 0.97 | 0.86 | 0.84 | 0.91 | 0.96 | 0.89 | 0.99 | 0.96 | 0.93 | 0.93 | 0.93 | 0.97 | 0.94 | 1.0 | 1.05 | 0.94 | 1.04 | 0.85 | 0.95 | 0.85 | 0.86 | 0.85 | 1.02 | 0.86 | 0.81 | 0.27 |
| RSquared | NA | 0.93 | 0.94 | 0.95 | 0.94 | 0.79 | NA | NA | 0.87 | 0.93 | 0.94 | 0.96 | 0.91 | 0.9 | 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 | 0.78 | 0.91 | 0.9 | 0.73 | 0.7 | 0.83 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.9 | 2.0 | 1.7 | 2.1 | 2.7 | 3.8 | N/A | 2.0 | 1.9 | 1.3 | 1.4 | 1.0 | 2.3 | 4.5 | 1.5 | 2.0 | 1.8 | 2.3 | 1.7 | 2.2 | 1.9 | 1.6 | 2.0 | 2.3 | 11.8 | 12.6 | 9.6 | 5.7 | 0.3 | 0.0 | 0.0 | 0.0 | 0.4 | 0.2 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | 20.8 | 29.8 | -19.3 | -54.1 | N/A | N/A | N/A | 20.8 | 19.2 | -0.9 | 54.5 | -42.5 | -58.9 | 269.2 | -21.9 | 1.3 | -27.3 | 53.6 | -9.9 | 2.7 | 27.6 | 1.3 | -50.0 | -80.4 | 4.7 | 45.2 | 91.5 | 2264.7 | N/A | N/A | N/A | -100.0 | 147.1 | -63.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1997
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