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MINGX: MFS INTERNATIONAL VALUE FUND R3 (MUTUAL FUND)
Basic Info 44.63 1.42(3.08%) June 05
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (7%) |
| Start Date: | 10/07/2008 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 8.80% |
| Expenses | 0.61% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.8 | 3.8 | 16.5 | 16.2 | 2.9 | 7.0 | 7.7 | 8.7 | 32.7 | 7.1 | 17.7 | -32.5 | 3.1 | 14.3 | 25.6 | -9.2 | 26.8 | 4.0 | 6.5 | 1.3 | 27.4 | 15.8 | -1.9 | 9.1 | 24.6 | -1.7 |
| Sharpe Ratio | NA | 0.38 | 0.97 | 0.91 | 0.02 | 0.34 | NA | 0.44 | 1.95 | 0.27 | 1.11 | -1.33 | 0.22 | 0.56 | 2.43 | -0.88 | 3.84 | 0.26 | 0.49 | 0.14 | 2.62 | 1.27 | -0.09 | 0.55 | 0.97 | -0.12 |
| Draw Down(%) | NA | 12.4 | 12.4 | 13.6 | 37.4 | 37.4 | NA | 37.4 | 13.6 | 9.2 | 10.8 | 33.2 | 9.2 | 24.9 | 6.0 | 15.9 | 3.2 | 9.0 | 11.2 | 10.5 | 6.3 | 10.6 | 15.8 | 15.6 | 27.6 | 19.7 |
| Standard Deviation(%) | NA | 17.4 | 14.2 | 14.3 | 17.1 | 16.0 | NA | 17.6 | 15.3 | 12.8 | 12.8 | 25.5 | 13.7 | 24.9 | 9.9 | 12.2 | 6.8 | 14.6 | 13.2 | 9.3 | 10.4 | 12.5 | 21.2 | 16.5 | 25.3 | 62.3 |
| Treynor Ratio | NA | 0.07 | 0.15 | 0.14 | 0.0 | 0.07 | NA | 0.1 | 0.33 | 0.04 | 0.15 | -0.38 | 0.04 | 0.19 | 0.31 | -0.13 | 0.35 | 0.05 | 0.08 | 0.02 | 0.38 | 0.23 | -0.03 | 0.12 | 0.29 | -0.09 |
| Alpha | NA | -0.06 | -0.03 | 0.01 | -0.01 | 0.0 | NA | 0.01 | 0.02 | 0.02 | 0.01 | -0.11 | -0.01 | 0.03 | 0.03 | 0.01 | 0.02 | 0.0 | 0.04 | 0.03 | 0.04 | 0.01 | 0.04 | 0.01 | -0.01 | 0.08 |
| Beta | NA | 0.95 | 0.93 | 0.93 | 0.9 | 0.82 | NA | 0.8 | 0.9 | 0.93 | 0.92 | 0.9 | 0.68 | 0.74 | 0.79 | 0.85 | 0.75 | 0.75 | 0.77 | 0.74 | 0.72 | 0.69 | 0.76 | 0.73 | 0.84 | 0.85 |
| RSquared | NA | 0.87 | 0.84 | 0.85 | 0.7 | 0.73 | NA | 0.83 | 0.86 | 0.83 | 0.85 | 0.6 | 0.45 | 0.8 | 0.75 | 0.84 | 0.63 | 0.83 | 0.84 | 0.8 | 0.8 | 0.87 | 0.92 | 0.91 | 0.94 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 10.3 | 12.5 | 12.4 | 0.6 | 0.8 | 0.5 | 4.8 | 3.9 | 3.2 | 1.8 | 3.3 | 3.3 | 2.6 | 1.9 | 1.6 | 1.2 | 1.2 | 10.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -20.9 | 4.1 | 1327.7 | -22.7 | 86.4 | -88.0 | 6.5 | 52.1 | 86.5 | -44.7 | -3.8 | 58.6 | 52.3 | 18.4 | 36.4 | 25.2 | -89.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2008
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