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MRSAX: MFS RESEARCH INTERNATIONAL FUND A (MUTUAL FUND)
Basic Info 27.65 0.7(2.47%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 12/22/1997 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 5.35% |
| Expenses | 0.75% |
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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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 6.3 | 13.5 | 11.8 | 4.9 | 8.2 | 5.7 | 5.0 | 6.3 | 22.3 | 2.8 | 13.1 | -17.5 | 11.6 | 12.9 | 27.7 | -14.2 | 28.0 | -1.1 | -2.0 | -7.0 | 18.6 | 16.7 | -10.9 | 11.0 | 31.2 | -42.5 | 12.6 | 27.2 | 16.2 | 20.4 | 32.6 | -12.1 | -18.0 | -9.1 | 51.2 | 12.3 | -7.5 |
| Sharpe Ratio | NA | 0.78 | 0.81 | 0.64 | 0.16 | 0.42 | NA | NA | 0.26 | 1.37 | -0.07 | 0.8 | -0.89 | 1.01 | 0.46 | 2.62 | -1.18 | 3.8 | -0.07 | -0.13 | -0.64 | 1.52 | 1.06 | -0.41 | 0.54 | 1.07 | -0.99 | 0.55 | 1.64 | 1.38 | 1.38 | 2.36 | -0.75 | -1.35 | -0.78 | 3.69 | 0.52 | -1.53 |
| Draw Down(%) | NA | 11.7 | 11.7 | 14.1 | 30.9 | 30.9 | NA | NA | 59.7 | 12.5 | 9.7 | 11.8 | 29.5 | 6.6 | 30.7 | 6.2 | 21.8 | 2.3 | 13.5 | 16.9 | 12.5 | 9.3 | 15.3 | 24.4 | 17.8 | 28.7 | 55.1 | 12.3 | 17.1 | 8.5 | 10.5 | 14.2 | 22.6 | 29.0 | 19.2 | 9.0 | 27.2 | 9.2 |
| Standard Deviation(%) | NA | 16.5 | 13.5 | 13.3 | 15.0 | 15.6 | NA | NA | 18.4 | 14.3 | 11.7 | 11.9 | 21.3 | 11.5 | 27.2 | 10.0 | 13.2 | 7.2 | 17.7 | 15.4 | 10.8 | 12.2 | 15.8 | 26.8 | 20.3 | 29.1 | 43.9 | 17.1 | 14.6 | 10.1 | 14.1 | 13.5 | 17.7 | 15.4 | 17.1 | 13.0 | 17.1 | 65.7 |
| Treynor Ratio | NA | 0.14 | 0.12 | 0.09 | 0.03 | 0.08 | NA | NA | 0.05 | 0.22 | -0.01 | 0.11 | -0.2 | 0.13 | 0.18 | 0.29 | -0.16 | 0.31 | -0.01 | -0.02 | -0.07 | 0.2 | 0.18 | -0.11 | 0.12 | 0.31 | -0.42 | 0.1 | 0.23 | 0.16 | 0.2 | 0.37 | -0.15 | -0.25 | -0.13 | 0.55 | 0.11 | -5.11 |
| Alpha | NA | -0.01 | -0.02 | -0.02 | -0.01 | 0.0 | NA | NA | 0.0 | -0.02 | -0.01 | -0.01 | -0.02 | 0.0 | 0.03 | 0.02 | 0.0 | 0.02 | -0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.08 | -0.01 | -1.32 |
| Beta | NA | 0.9 | 0.9 | 0.9 | 0.92 | 0.86 | NA | NA | 0.93 | 0.89 | 0.91 | 0.89 | 0.97 | 0.86 | 0.69 | 0.91 | 0.96 | 0.89 | 0.99 | 0.96 | 0.93 | 0.93 | 0.93 | 0.97 | 0.94 | 1.0 | 1.04 | 0.94 | 1.03 | 0.85 | 0.95 | 0.85 | 0.86 | 0.84 | 1.02 | 0.87 | 0.81 | 0.2 |
| RSquared | NA | 0.92 | 0.9 | 0.91 | 0.93 | 0.78 | NA | NA | 0.87 | 0.89 | 0.93 | 0.93 | 0.96 | 0.91 | 0.47 | 0.92 | 0.94 | 0.83 | 0.96 | 0.93 | 0.93 | 0.93 | 0.96 | 0.98 | 0.97 | 0.96 | 0.95 | 0.85 | 0.9 | 0.74 | 0.85 | 0.79 | 0.91 | 0.9 | 0.77 | 0.73 | 0.83 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.1 | 1.9 | 1.7 | 1.1 | 1.1 | 0.8 | 2.1 | 4.4 | 1.3 | 1.7 | 1.6 | 2.1 | 1.5 | 2.0 | 1.6 | 1.4 | 1.8 | 2.1 | 11.8 | 12.5 | 9.5 | 5.5 | 0.1 | 0.0 | 0.0 | 3.0 | 3.1 | 0.1 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 234.7 | 22.7 | 21.7 | 7.1 | 55.8 | -49.5 | -62.0 | 323.0 | -22.7 | -0.4 | -31.1 | 64.8 | -14.2 | 10.7 | 21.6 | 0.5 | -52.1 | -81.8 | 4.4 | 45.9 | 95.3 | 12616.7 | N/A | N/A | -100.0 | 37.9 | 5028.6 | -84.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1996
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