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MINIX: MFS INTERNATIONAL VALUE FUND I (MUTUAL FUND)
Basic Info 51.26 0.57(1.12%) June 04
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 12/22/1997 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 8.20% |
| Expenses | 1.03% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/22/1997 |
2025 | 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 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 7.2 | 20.3 | 18.0 | 4.2 | 7.9 | 8.3 | 7.1 | 7.4 | 33.1 | 7.4 | 18.0 | -31.7 | 3.8 | 15.0 | 25.9 | -9.0 | 27.1 | 4.2 | 6.8 | 1.5 | 27.6 | 16.1 | -1.7 | 9.4 | 24.9 | -31.2 | 7.4 | 28.5 | 6.2 | 24.0 | 31.9 | -7.1 | -15.3 | -9.3 | 13.0 | 18.8 | -1.2 |
| Sharpe Ratio | NA | 0.91 | 1.37 | 1.02 | 0.09 | 0.39 | NA | NA | 0.36 | 1.98 | 0.29 | 1.14 | -1.32 | 0.28 | 0.59 | 2.47 | -0.86 | 3.89 | 0.27 | 0.51 | 0.16 | 2.64 | 1.3 | -0.08 | 0.57 | 0.98 | -0.9 | 0.31 | 2.03 | 0.32 | 1.83 | 2.53 | -0.52 | -1.3 | -0.91 | 0.81 | 0.94 | -1.78 |
| Draw Down(%) | NA | 12.4 | 12.4 | 13.6 | 36.9 | 36.9 | NA | NA | 51.7 | 13.6 | 9.1 | 10.7 | 32.9 | 8.8 | 24.8 | 6.0 | 15.7 | 3.2 | 8.9 | 11.1 | 10.5 | 6.3 | 10.6 | 15.7 | 15.6 | 27.6 | 44.7 | 10.3 | 13.7 | 8.0 | 7.2 | 13.9 | 19.6 | 25.0 | 16.4 | 10.4 | 19.8 | 3.2 |
| Standard Deviation(%) | NA | 16.8 | 13.9 | 14.2 | 16.9 | 15.9 | NA | NA | 16.4 | 15.3 | 12.9 | 12.7 | 25.1 | 13.5 | 24.9 | 9.9 | 12.2 | 6.8 | 14.6 | 13.2 | 9.3 | 10.4 | 12.5 | 21.1 | 16.4 | 25.3 | 35.6 | 13.7 | 12.4 | 12.3 | 12.6 | 12.3 | 16.0 | 13.9 | 14.9 | 12.0 | 16.3 | 25.5 |
| Treynor Ratio | NA | 0.16 | 0.21 | 0.16 | 0.02 | 0.08 | NA | NA | 0.08 | 0.33 | 0.04 | 0.16 | -0.37 | 0.06 | 0.2 | 0.31 | -0.12 | 0.35 | 0.05 | 0.09 | 0.02 | 0.38 | 0.23 | -0.02 | 0.13 | 0.3 | -0.39 | 0.06 | 0.32 | 0.05 | 0.28 | 0.47 | -0.12 | -0.31 | -0.18 | 0.19 | 0.27 | -0.36 |
| Alpha | NA | -0.05 | -0.02 | 0.01 | -0.01 | 0.0 | NA | NA | 0.01 | 0.02 | 0.02 | 0.01 | -0.1 | 0.0 | 0.03 | 0.03 | 0.01 | 0.02 | 0.0 | 0.05 | 0.03 | 0.04 | 0.01 | 0.04 | 0.01 | -0.01 | 0.02 | -0.01 | 0.02 | -0.03 | 0.03 | 0.02 | 0.01 | -0.04 | -0.02 | 0.0 | 0.02 | -0.76 |
| Beta | NA | 0.94 | 0.92 | 0.92 | 0.89 | 0.82 | NA | NA | 0.76 | 0.91 | 0.93 | 0.92 | 0.9 | 0.68 | 0.73 | 0.78 | 0.85 | 0.75 | 0.74 | 0.77 | 0.74 | 0.72 | 0.69 | 0.76 | 0.72 | 0.84 | 0.83 | 0.7 | 0.8 | 0.76 | 0.82 | 0.66 | 0.68 | 0.59 | 0.73 | 0.51 | 0.58 | 1.27 |
| RSquared | NA | 0.88 | 0.85 | 0.86 | 0.71 | 0.74 | NA | NA | 0.78 | 0.87 | 0.83 | 0.85 | 0.62 | 0.46 | 0.81 | 0.75 | 0.84 | 0.63 | 0.82 | 0.84 | 0.8 | 0.79 | 0.87 | 0.94 | 0.91 | 0.94 | 0.96 | 0.91 | 0.85 | 0.45 | 0.68 | 0.68 | 0.71 | 0.68 | 0.39 | 0.35 | 0.58 | 0.27 |
| Yield(%) | N/A | 0.0 | 8.1 | 10.2 | 4.8 | 5.2 | 5.8 | 5.3 | N/A | 9.6 | 11.7 | 11.8 | 0.7 | 0.8 | 0.7 | 4.8 | 3.9 | 3.3 | 1.9 | 3.3 | 3.3 | 2.7 | 2.0 | 1.6 | 1.3 | 1.2 | 6.8 | 8.4 | 10.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | -20.2 | 982.9 | 135.1 | 62.9 | N/A | N/A | N/A | -20.2 | 3.1 | 1014.8 | -9.8 | 33.6 | -82.1 | 6.0 | 49.4 | 78.0 | -41.5 | -1.9 | 53.4 | 47.5 | 24.2 | 31.8 | 38.3 | -89.2 | -20.1 | -4.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1997
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