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MWNIX: MFS INTERNATIONAL NEW DISCOVERY FUND I (MUTUAL FUND)
Basic Info 34.19 0.04(0.12%) July 08
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 12/16/1998 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 2.31% |
| Expenses | 2.03% |
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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(%) | -0.6 | 14.9 | 8.2 | 6.7 | 2.5 | 3.7 | 6.1 | 6.2 | 7.9 | -3.8 | 10.5 | -22.5 | 1.1 | 6.0 | 22.9 | -10.4 | 32.0 | 0.5 | 2.7 | -2.7 | 19.8 | 25.0 | -10.0 | 22.4 | 47.7 | -43.5 | 8.8 | 27.4 | 20.6 | 24.8 | 48.0 | -6.8 | -7.6 | -6.4 | 42.2 | 5.1 |
| Sharpe Ratio | NA | 2.29 | 0.47 | 0.26 | 0.03 | 0.16 | NA | NA | 0.39 | -0.87 | 0.59 | -1.22 | 0.1 | 0.22 | 2.34 | -1.0 | 4.94 | 0.02 | 0.22 | -0.3 | 2.11 | 1.93 | -0.44 | 1.24 | 1.93 | -1.17 | 0.33 | 1.63 | 1.89 | 1.72 | 4.24 | -0.67 | -0.69 | -0.48 | 1.88 | 22.78 |
| Draw Down(%) | NA | 10.2 | 19.1 | 19.1 | 36.2 | 36.2 | NA | NA | 58.4 | 14.5 | 12.2 | 29.6 | 12.3 | 34.7 | 6.6 | 18.0 | 2.5 | 10.3 | 12.1 | 12.7 | 8.0 | 11.2 | 22.0 | 15.1 | 22.2 | 54.7 | 14.0 | 18.4 | 9.3 | 11.2 | 11.0 | 23.6 | 25.1 | 24.2 | 14.6 | 0.5 |
| Standard Deviation(%) | NA | 13.5 | 13.7 | 13.7 | 13.7 | 14.5 | NA | NA | 17.0 | 11.9 | 10.8 | 19.6 | 11.0 | 25.8 | 9.1 | 11.7 | 6.4 | 15.3 | 12.5 | 9.0 | 9.4 | 13.0 | 22.9 | 18.0 | 24.7 | 37.9 | 17.5 | 14.9 | 9.8 | 13.8 | 11.2 | 11.7 | 14.5 | 22.0 | 20.7 | 11.0 |
| Treynor Ratio | NA | 0.76 | 0.14 | 0.07 | 0.01 | 0.04 | NA | NA | 0.09 | -0.23 | 0.13 | -0.47 | 0.04 | 0.08 | 0.37 | -0.21 | 0.62 | 0.0 | 0.04 | -0.04 | 0.3 | 0.35 | -0.13 | 0.28 | 0.57 | -0.53 | 0.07 | 0.26 | 0.24 | 0.27 | 0.74 | -0.2 | -0.18 | -0.13 | 0.5 | 2.89 |
| Alpha | NA | 0.06 | 0.0 | -0.01 | -0.01 | -0.01 | NA | NA | 0.01 | -0.03 | 0.0 | -0.02 | 0.02 | -0.11 | 0.02 | -0.02 | 0.04 | 0.0 | 0.01 | 0.0 | 0.02 | 0.04 | 0.0 | 0.03 | 0.04 | -0.03 | -0.02 | 0.01 | 0.03 | 0.03 | 0.08 | 0.0 | 0.01 | 0.0 | 0.07 | 0.12 |
| Beta | NA | 0.41 | 0.47 | 0.53 | 0.49 | 0.59 | NA | NA | 0.7 | 0.44 | 0.5 | 0.5 | 0.3 | 0.75 | 0.57 | 0.57 | 0.51 | 0.8 | 0.71 | 0.64 | 0.65 | 0.73 | 0.79 | 0.81 | 0.83 | 0.84 | 0.87 | 0.93 | 0.76 | 0.89 | 0.64 | 0.4 | 0.55 | 0.81 | 0.78 | 0.87 |
| RSquared | NA | 0.56 | 0.54 | 0.66 | 0.66 | 0.73 | NA | NA | 0.76 | 0.51 | 0.68 | 0.75 | 0.37 | 0.83 | 0.82 | 0.8 | 0.52 | 0.85 | 0.85 | 0.8 | 0.86 | 0.92 | 0.97 | 0.95 | 0.96 | 0.97 | 0.92 | 0.88 | 0.66 | 0.7 | 0.62 | 0.57 | 0.59 | 0.45 | 0.28 | 0.74 |
| Yield(%) | N/A | 0.0 | 2.3 | 1.7 | 1.3 | 2.5 | 3.1 | 4.6 | N/A | 2.4 | 2.0 | 0.6 | 1.3 | 0.3 | 3.2 | 5.6 | 3.4 | 2.7 | 1.2 | 1.3 | 1.5 | 1.5 | 1.3 | 1.3 | 1.8 | 5.1 | 20.0 | 11.9 | 8.5 | 6.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | 28.6 | -1.2 | -57.1 | -47.4 | N/A | N/A | N/A | 28.6 | 164.7 | -54.5 | 305.9 | -87.7 | -52.2 | 111.7 | 27.2 | 133.2 | -16.9 | 5.2 | 15.5 | 7.1 | 18.5 | 3.8 | -81.2 | -77.2 | 89.3 | 60.5 | 64.3 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/1998
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