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MDIJX: MFS INTERNATIONAL DIVERSIFICATION FUND I (MUTUAL FUND)
Basic Info 30.5 0(0.0%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 12/29/2004 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 5.50% |
| Expenses | 1.07% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 6.6 | 18.1 | 15.1 | 5.8 | 9.1 | 7.4 | 6.7 | 7.4 | 27.8 | 6.4 | 14.4 | -18.7 | 6.8 | 14.2 | 26.0 | -11.0 | 30.3 | 2.5 | 0.1 | -3.9 | 17.3 | 18.4 | -9.2 | 13.6 | 34.7 | -40.1 | 13.2 | 27.5 | 17.0 | 0.7 |
| Sharpe Ratio | NA | 0.85 | 1.2 | 0.93 | 0.23 | 0.5 | NA | NA | 0.35 | 1.9 | 0.25 | 0.94 | -0.99 | 0.61 | 0.54 | 2.5 | -0.97 | 4.44 | 0.15 | 0.01 | -0.39 | 1.58 | 1.29 | -0.37 | 0.73 | 1.3 | -1.02 | 0.62 | 1.74 | 1.54 | 13.83 |
| Draw Down(%) | NA | 11.4 | 11.4 | 12.6 | 30.8 | 30.8 | NA | NA | 56.6 | 12.6 | 8.6 | 11.4 | 28.7 | 6.3 | 30.1 | 6.7 | 18.5 | 2.4 | 10.6 | 14.8 | 11.9 | 9.1 | 13.4 | 22.1 | 16.2 | 26.0 | 52.4 | 12.1 | 16.7 | 8.1 | 0.1 |
| Standard Deviation(%) | NA | 16.1 | 12.9 | 12.7 | 14.3 | 14.8 | NA | NA | 17.7 | 13.2 | 11.4 | 11.5 | 20.4 | 11.2 | 25.9 | 9.8 | 12.8 | 6.7 | 15.5 | 13.9 | 9.8 | 10.9 | 14.4 | 24.7 | 18.5 | 26.7 | 39.9 | 16.3 | 13.9 | 9.5 | 9.5 |
| Treynor Ratio | NA | 0.16 | 0.18 | 0.14 | 0.04 | 0.09 | NA | NA | 0.07 | 0.3 | 0.03 | 0.13 | -0.22 | 0.08 | 0.22 | 0.28 | -0.14 | 0.37 | 0.03 | 0.0 | -0.05 | 0.21 | 0.22 | -0.1 | 0.16 | 0.38 | -0.43 | 0.11 | 0.24 | 0.18 | 0.69 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | 0.0 | -0.03 | -0.01 | 0.04 | 0.02 | 0.01 | 0.03 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.02 | 0.0 | 0.01 | 0.01 | 0.02 | -0.19 |
| Beta | NA | 0.86 | 0.84 | 0.85 | 0.87 | 0.81 | NA | NA | 0.87 | 0.83 | 0.88 | 0.85 | 0.92 | 0.84 | 0.64 | 0.88 | 0.92 | 0.81 | 0.84 | 0.87 | 0.84 | 0.82 | 0.84 | 0.88 | 0.86 | 0.91 | 0.95 | 0.9 | 0.99 | 0.83 | 1.89 |
| RSquared | NA | 0.88 | 0.87 | 0.9 | 0.91 | 0.76 | NA | NA | 0.88 | 0.89 | 0.91 | 0.92 | 0.94 | 0.9 | 0.45 | 0.91 | 0.92 | 0.81 | 0.9 | 0.94 | 0.92 | 0.91 | 0.95 | 0.95 | 0.96 | 0.95 | 0.96 | 0.86 | 0.91 | 0.79 | 1.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.3 | 3.6 | 4.5 | 0.5 | 2.0 | 0.8 | 3.1 | 2.7 | 2.1 | 2.2 | 1.7 | 1.4 | 1.2 | 1.4 | 1.0 | 1.0 | 2.2 | 2.3 | 11.8 | 6.6 | 3.6 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 79.6 | -13.1 | 585.8 | -71.5 | 184.8 | -68.6 | -2.3 | 65.7 | -4.1 | 29.4 | 12.9 | 32.6 | -0.6 | 24.8 | 18.5 | -42.2 | -43.4 | -80.3 | 110.3 | 113.9 | 371.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2004
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