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MRSJX: MFS RESEARCH INTERNATIONAL FUND R4 (MUTUAL FUND)
Basic Info 26.06 0.04(0.15%) July 02
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 04/07/2005 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 1.95% |
| Expenses | 0.75% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/07/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | 16.2 | 13.7 | 11.7 | 8.8 | 5.9 | 7.3 | 6.1 | 6.0 | 3.0 | 13.4 | -17.3 | 11.9 | 13.2 | 27.9 | -14.0 | 28.4 | -0.9 | -1.8 | -6.7 | 18.9 | 17.0 | -10.7 | 11.3 | 31.4 | -42.3 | 12.9 | 27.5 | 17.2 |
| Sharpe Ratio | NA | 1.94 | 0.69 | 0.56 | 0.45 | 0.28 | NA | NA | 0.25 | -0.3 | 0.77 | -0.88 | 1.03 | 0.48 | 2.65 | -1.16 | 3.85 | -0.06 | -0.12 | -0.62 | 1.55 | 1.08 | -0.39 | 0.55 | 1.08 | -0.98 | 0.58 | 1.67 | 2.08 |
| Draw Down(%) | NA | 12.5 | 13.9 | 16.7 | 30.8 | 30.8 | NA | NA | 59.6 | 9.8 | 11.7 | 29.4 | 6.5 | 30.7 | 6.2 | 21.7 | 2.3 | 13.5 | 16.9 | 12.4 | 9.3 | 15.3 | 24.4 | 17.7 | 28.7 | 55.0 | 12.2 | 17.1 | 6.1 |
| Standard Deviation(%) | NA | 17.2 | 15.2 | 14.7 | 14.9 | 16.0 | NA | NA | 19.5 | 11.7 | 12.0 | 21.3 | 11.5 | 27.1 | 10.0 | 13.3 | 7.2 | 17.7 | 15.4 | 10.8 | 12.2 | 15.8 | 27.2 | 20.3 | 29.0 | 43.9 | 17.2 | 14.6 | 10.5 |
| Treynor Ratio | NA | 0.37 | 0.11 | 0.09 | 0.07 | 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 | 0.23 | 0.25 |
| Alpha | NA | 0.0 | -0.01 | -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 | 0.03 |
| Beta | NA | 0.9 | 0.91 | 0.91 | 0.92 | 0.87 | NA | NA | 0.95 | 0.91 | 0.89 | 0.97 | 0.86 | 0.84 | 0.91 | 0.96 | 0.89 | 0.98 | 0.96 | 0.93 | 0.93 | 0.93 | 0.97 | 0.95 | 1.0 | 1.04 | 0.94 | 1.04 | 0.85 |
| RSquared | NA | 0.92 | 0.93 | 0.94 | 0.93 | 0.79 | NA | NA | 0.89 | 0.93 | 0.94 | 0.96 | 0.91 | 0.9 | 0.93 | 0.94 | 0.83 | 0.95 | 0.93 | 0.93 | 0.93 | 0.96 | 0.95 | 0.97 | 0.96 | 0.95 | 0.85 | 0.9 | 0.75 |
| Yield(%) | N/A | 0.0 | 1.9 | 2.0 | 1.8 | 2.2 | 2.9 | 3.9 | N/A | 2.1 | 1.9 | 1.3 | 1.5 | 1.1 | 2.3 | 4.6 | 1.6 | 1.8 | 1.9 | 2.4 | 1.7 | 2.2 | 1.9 | 1.6 | 2.1 | 2.4 | 12.0 | 12.8 | 9.8 |
| Dividend Growth(%) | N/A | -100.0 | 17.6 | 30.8 | -18.4 | -54.3 | N/A | N/A | N/A | 17.6 | 19.1 | 0.6 | 53.8 | -41.5 | -59.9 | 267.3 | -13.8 | -5.7 | -28.7 | 58.9 | -12.8 | 2.7 | 27.6 | 1.3 | -50.0 | -80.3 | 4.5 | 45.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2005
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