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MIDAX: MFS INTERNATIONAL NEW DISCOVERY FUND A (MUTUAL FUND)
Basic Info 30.18 0.11(0.36%) April 25
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 12/16/1998 |
| Last Dividend Date: | 12/10/2024 |
| 12-Mo. Yield | 2.27% |
| Expenses | 2.03% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/16/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 5.6 | 2.4 | 0.2 | 2.9 | 2.3 | 4.7 | 5.5 | 7.4 | -4.3 | 10.2 | -22.8 | 0.7 | 5.7 | 22.5 | -10.7 | 31.7 | 0.2 | 2.5 | -2.9 | 19.5 | 24.7 | -10.2 | 22.1 | 47.4 | -43.7 | 8.5 | 26.9 | 20.2 | 24.5 | 48.6 | -7.1 | -8.0 | -6.5 | 42.2 | 5.0 |
| Sharpe Ratio | NA | 1.01 | -0.29 | -0.28 | 0.02 | 0.04 | NA | NA | 0.35 | -0.9 | 0.56 | -1.23 | 0.06 | 0.21 | 2.31 | -1.02 | 4.89 | 0.0 | 0.2 | -0.32 | 2.07 | 1.91 | -0.45 | 1.23 | 1.92 | -1.17 | 0.31 | 1.59 | 1.85 | 1.7 | 4.29 | -0.7 | -0.72 | -0.48 | 1.87 | 21.58 |
| Draw Down(%) | NA | 10.2 | 19.4 | 19.4 | 36.4 | 36.4 | NA | NA | 58.6 | 14.8 | 12.2 | 29.8 | 12.4 | 34.8 | 6.6 | 18.2 | 2.5 | 10.3 | 12.2 | 12.7 | 8.0 | 11.3 | 22.1 | 15.1 | 22.3 | 54.7 | 14.0 | 18.4 | 9.3 | 11.2 | 11.1 | 23.7 | 25.4 | 24.2 | 14.6 | 0.5 |
| Standard Deviation(%) | NA | 15.9 | 13.8 | 14.5 | 14.2 | 14.6 | NA | NA | 17.0 | 12.1 | 10.7 | 19.6 | 11.1 | 25.8 | 9.2 | 11.7 | 6.4 | 15.3 | 12.5 | 9.0 | 9.4 | 13.0 | 22.8 | 17.9 | 24.7 | 37.9 | 17.5 | 14.9 | 9.8 | 13.8 | 11.2 | 11.7 | 14.5 | 22.0 | 20.8 | 11.2 |
| Treynor Ratio | NA | 0.4 | -0.1 | -0.08 | 0.01 | 0.01 | NA | NA | 0.09 | -0.24 | 0.12 | -0.48 | 0.02 | 0.07 | 0.37 | -0.21 | 0.62 | 0.0 | 0.03 | -0.05 | 0.3 | 0.34 | -0.13 | 0.27 | 0.57 | -0.53 | 0.06 | 0.26 | 0.24 | 0.26 | 0.75 | -0.2 | -0.19 | -0.13 | 0.49 | 2.69 |
| Alpha | NA | 0.04 | -0.01 | -0.01 | 0.0 | -0.01 | NA | NA | 0.01 | -0.03 | 0.0 | -0.02 | 0.02 | -0.11 | 0.02 | -0.02 | 0.04 | 0.0 | 0.01 | 0.0 | 0.02 | 0.03 | 0.0 | 0.03 | 0.04 | -0.04 | -0.02 | 0.01 | 0.03 | 0.03 | 0.08 | 0.0 | 0.01 | 0.0 | 0.07 | 0.1 |
| Beta | NA | 0.4 | 0.41 | 0.49 | 0.46 | 0.56 | NA | NA | 0.69 | 0.44 | 0.5 | 0.51 | 0.3 | 0.75 | 0.57 | 0.57 | 0.51 | 0.8 | 0.72 | 0.64 | 0.65 | 0.73 | 0.79 | 0.81 | 0.83 | 0.84 | 0.87 | 0.93 | 0.76 | 0.89 | 0.64 | 0.4 | 0.55 | 0.82 | 0.79 | 0.9 |
| RSquared | NA | 0.57 | 0.51 | 0.65 | 0.61 | 0.69 | NA | NA | 0.74 | 0.51 | 0.68 | 0.75 | 0.37 | 0.83 | 0.81 | 0.8 | 0.52 | 0.84 | 0.85 | 0.8 | 0.86 | 0.92 | 0.97 | 0.95 | 0.96 | 0.97 | 0.92 | 0.88 | 0.66 | 0.71 | 0.63 | 0.57 | 0.59 | 0.45 | 0.29 | 0.77 |
| Yield(%) | N/A | 0.0 | 2.3 | 1.4 | 1.2 | 2.1 | 2.6 | 4.5 | N/A | 2.3 | 1.8 | 0.4 | 1.0 | 0.1 | 3.0 | 5.5 | 3.2 | 2.4 | 0.9 | 1.1 | 1.2 | 1.3 | 1.1 | 1.1 | 1.6 | 5.0 | 20.0 | 11.7 | 8.4 | 6.3 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | 35.8 | 3.8 | -61.8 | -51.1 | N/A | N/A | N/A | 35.8 | 251.7 | -61.8 | 1000.0 | -96.1 | -54.4 | 122.7 | 29.4 | 171.0 | -20.2 | 2.3 | 15.8 | 10.2 | 16.3 | 0.0 | -83.3 | -77.9 | 91.9 | 60.8 | 54.2 | 949.1 | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/1998
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