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MIDLX: MFS INTERNATIONAL NEW DISCOVERY FUND R6 (MUTUAL FUND)
Basic Info 34.96 0.84(2.35%) June 05
| Asset Class: | INTERNATIONAL EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/01/2012 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 3.41% |
| Expenses | 2.03% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/01/2012 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.6 | 3.8 | 7.5 | 9.1 | 0.6 | 5.1 | 6.7 | 17.0 | 1.0 | 13.2 | -22.4 | 1.2 | 6.2 | 23.2 | -10.3 | 32.2 | 0.7 | 2.9 | -2.6 | 19.9 | 20.7 |
| Sharpe Ratio | NA | 0.45 | 0.42 | 0.5 | -0.14 | 0.25 | 0.41 | 1.24 | -0.24 | 0.91 | -1.22 | 0.11 | 0.23 | 2.36 | -1.0 | 4.95 | 0.03 | 0.23 | -0.28 | 2.12 | 3.27 |
| Draw Down(%) | NA | 11.7 | 11.7 | 15.1 | 36.1 | 36.1 | 36.1 | 10.2 | 10.4 | 12.2 | 29.5 | 12.3 | 34.7 | 6.6 | 17.9 | 2.5 | 10.3 | 12.1 | 12.7 | 8.0 | 4.3 |
| Standard Deviation(%) | NA | 14.8 | 11.8 | 11.7 | 13.4 | 14.3 | 13.4 | 11.4 | 10.7 | 10.6 | 19.6 | 11.0 | 25.8 | 9.2 | 11.7 | 6.4 | 15.3 | 12.5 | 9.0 | 9.4 | 11.8 |
| Treynor Ratio | NA | 0.09 | 0.07 | 0.08 | -0.02 | 0.04 | 0.07 | 0.2 | -0.03 | 0.12 | -0.27 | 0.02 | 0.07 | 0.26 | -0.14 | 0.42 | 0.01 | 0.04 | -0.03 | 0.28 | 0.52 |
| Alpha | NA | -0.03 | -0.04 | -0.02 | -0.02 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | -0.04 | -0.02 | -0.01 | 0.02 | 0.01 | 0.04 | -0.01 | 0.02 | 0.0 | 0.03 | 0.02 |
| Beta | NA | 0.72 | 0.73 | 0.76 | 0.81 | 0.83 | 0.81 | 0.71 | 0.83 | 0.81 | 0.9 | 0.76 | 0.85 | 0.83 | 0.82 | 0.74 | 0.86 | 0.77 | 0.76 | 0.71 | 0.74 |
| RSquared | NA | 0.85 | 0.84 | 0.84 | 0.83 | 0.87 | 0.87 | 0.81 | 0.86 | 0.85 | 0.86 | 0.76 | 0.93 | 0.88 | 0.89 | 0.69 | 0.9 | 0.9 | 0.84 | 0.87 | 0.9 |
| Yield(%) | N/A | 0.0 | 3.4 | 5.1 | 2.8 | 3.6 | N/A | 3.8 | 7.4 | 4.6 | 0.7 | 1.4 | 0.5 | 3.5 | 5.7 | 3.5 | 2.8 | 1.3 | 1.4 | 1.6 | 1.6 |
| Dividend Growth(%) | N/A | -100.0 | -50.7 | 393.7 | 10.6 | N/A | N/A | -50.7 | 72.8 | 398.9 | -49.6 | 213.6 | -84.0 | -48.4 | 108.2 | 26.3 | 119.2 | -14.3 | 5.6 | 21.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2012
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