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MRSRX: MFS RESEARCH INTERNATIONAL FUND R2 (MUTUAL FUND)
Basic Info 24.87 0.2(0.80%) July 07
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 11/03/2003 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 1.49% |
| 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 11/03/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 15.1 | 11.0 | 11.4 | 8.0 | 5.5 | 6.4 | 5.6 | 6.3 | 2.5 | 12.9 | -17.8 | 11.3 | 12.6 | 27.3 | -14.4 | 27.7 | -1.4 | -2.3 | -7.2 | 18.3 | 16.4 | -11.1 | 10.7 | 30.8 | -42.6 | 12.2 | 26.9 | 15.7 | 20.0 | 9.4 |
| Sharpe Ratio | NA | 1.86 | 0.57 | 0.57 | 0.39 | 0.26 | NA | NA | 0.27 | -0.34 | 0.73 | -0.9 | 0.99 | 0.45 | 2.58 | -1.19 | 3.76 | -0.09 | -0.15 | -0.66 | 1.5 | 1.04 | -0.41 | 0.52 | 1.05 | -0.99 | 0.54 | 1.63 | 1.35 | 1.35 | 6.61 |
| Draw Down(%) | NA | 12.5 | 14.2 | 16.7 | 31.1 | 31.1 | NA | NA | 59.9 | 9.9 | 11.9 | 29.6 | 6.6 | 30.7 | 6.2 | 22.0 | 2.3 | 13.6 | 17.1 | 12.6 | 9.3 | 15.3 | 24.5 | 17.9 | 28.8 | 55.2 | 12.3 | 17.1 | 8.5 | 10.5 | 2.3 |
| Standard Deviation(%) | NA | 17.0 | 15.2 | 14.7 | 14.9 | 15.9 | NA | NA | 19.1 | 11.8 | 12.0 | 21.2 | 11.4 | 27.2 | 10.0 | 13.3 | 7.2 | 17.7 | 15.4 | 10.8 | 12.2 | 15.8 | 27.2 | 20.3 | 29.1 | 43.9 | 17.2 | 14.6 | 10.0 | 14.1 | 11.5 |
| Treynor Ratio | NA | 0.35 | 0.09 | 0.09 | 0.06 | 0.05 | NA | NA | 0.05 | -0.04 | 0.1 | -0.2 | 0.13 | 0.18 | 0.28 | -0.16 | 0.31 | -0.02 | -0.02 | -0.08 | 0.2 | 0.18 | -0.11 | 0.11 | 0.31 | -0.42 | 0.1 | 0.23 | 0.16 | 0.2 | 0.8 |
| Alpha | NA | -0.02 | -0.02 | -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 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 |
| Beta | NA | 0.91 | 0.91 | 0.91 | 0.92 | 0.87 | NA | NA | 0.95 | 0.92 | 0.89 | 0.97 | 0.86 | 0.69 | 0.91 | 0.96 | 0.89 | 0.99 | 0.96 | 0.93 | 0.93 | 0.93 | 0.97 | 0.94 | 1.0 | 1.04 | 0.94 | 1.04 | 0.85 | 0.95 | 0.95 |
| RSquared | NA | 0.93 | 0.94 | 0.94 | 0.94 | 0.79 | NA | NA | 0.89 | 0.93 | 0.93 | 0.96 | 0.91 | 0.48 | 0.92 | 0.94 | 0.83 | 0.96 | 0.93 | 0.93 | 0.93 | 0.96 | 0.96 | 0.97 | 0.96 | 0.95 | 0.86 | 0.9 | 0.74 | 0.85 | 0.77 |
| Yield(%) | N/A | 0.0 | 1.5 | 1.5 | 1.2 | 1.7 | 2.2 | 3.4 | N/A | 1.6 | 1.4 | 1.0 | 1.0 | 0.6 | 1.8 | 4.2 | 1.1 | 1.5 | 1.4 | 2.0 | 1.3 | 1.8 | 1.5 | 1.2 | 1.7 | 2.1 | 11.9 | 12.6 | 9.5 | 5.8 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | 29.9 | 40.9 | -32.1 | -63.2 | N/A | N/A | N/A | 29.9 | 16.5 | 9.8 | 90.7 | -60.9 | -65.4 | 401.6 | -30.1 | 2.3 | -35.0 | 67.5 | -16.5 | 7.5 | 31.4 | -3.9 | -54.6 | -82.5 | 4.5 | 45.3 | 85.9 | 2241.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2003
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