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MIDHX: MFS INTERNATIONAL NEW DISCOVERY FUND R3 (MUTUAL FUND)
Basic Info 33.07 0.8(2.36%) June 05
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (55%) |
| Start Date: | 04/08/2005 |
| Last Dividend Date: | 12/09/2025 |
| 12-Mo. Yield | 3.19% |
| 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.6 | 3.6 | 7.1 | 8.7 | 0.1 | 4.7 | 4.9 | 5.2 | 6.2 | 16.6 | 0.6 | 12.8 | -22.8 | 0.7 | 5.6 | 22.5 | -10.7 | 31.7 | 0.3 | 2.5 | -2.9 | 19.5 | 24.7 | -10.2 | 22.1 | 47.4 | -43.7 | 8.3 | 27.0 | 17.0 |
| Sharpe Ratio | NA | 0.42 | 0.38 | 0.47 | -0.18 | 0.21 | NA | NA | 0.29 | 1.21 | -0.28 | 0.87 | -1.24 | 0.06 | 0.21 | 2.29 | -1.03 | 4.87 | 0.0 | 0.2 | -0.33 | 2.07 | 1.92 | -0.45 | 1.22 | 1.92 | -1.17 | 0.3 | 1.58 | 2.16 |
| Draw Down(%) | NA | 11.8 | 11.8 | 15.3 | 36.4 | 36.4 | NA | NA | 58.5 | 10.2 | 10.4 | 12.3 | 29.8 | 12.5 | 34.8 | 6.6 | 18.2 | 2.6 | 10.3 | 12.2 | 12.7 | 8.1 | 11.3 | 22.1 | 15.1 | 22.3 | 54.7 | 14.0 | 18.4 | 6.9 |
| Standard Deviation(%) | NA | 14.8 | 11.8 | 11.7 | 13.4 | 14.3 | NA | NA | 17.0 | 11.4 | 10.8 | 10.6 | 19.6 | 11.1 | 25.8 | 9.2 | 11.7 | 6.4 | 15.3 | 12.5 | 9.0 | 9.4 | 13.0 | 22.9 | 18.0 | 24.7 | 37.9 | 17.5 | 14.9 | 9.9 |
| Treynor Ratio | NA | 0.11 | 0.09 | 0.11 | -0.05 | 0.05 | NA | NA | 0.07 | 0.33 | -0.06 | 0.18 | -0.47 | 0.02 | 0.07 | 0.37 | -0.21 | 0.61 | 0.0 | 0.03 | -0.05 | 0.3 | 0.34 | -0.13 | 0.27 | 0.57 | -0.53 | 0.06 | 0.25 | 0.28 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.02 | -0.02 | 0.01 | -0.03 | 0.0 | -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 |
| Beta | NA | 0.55 | 0.52 | 0.5 | 0.5 | 0.57 | NA | NA | 0.7 | 0.42 | 0.54 | 0.51 | 0.52 | 0.42 | 0.73 | 0.58 | 0.57 | 0.51 | 0.8 | 0.71 | 0.64 | 0.65 | 0.73 | 0.79 | 0.81 | 0.83 | 0.84 | 0.87 | 0.93 | 0.76 |
| RSquared | NA | 0.7 | 0.66 | 0.64 | 0.68 | 0.71 | NA | NA | 0.83 | 0.57 | 0.66 | 0.71 | 0.77 | 0.55 | 0.77 | 0.82 | 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 | 0.71 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.6 | 7.2 | 4.3 | 0.4 | 1.1 | 0.1 | 3.1 | 5.5 | 3.2 | 2.5 | 0.9 | 1.1 | 1.3 | 1.4 | 1.2 | 1.2 | 1.6 | 5.1 | 20.1 | 11.8 | 8.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -52.7 | 78.7 | 734.7 | -63.6 | 865.9 | -95.3 | -53.9 | 120.0 | 28.4 | 171.1 | -21.0 | 1.9 | 14.0 | 3.4 | 23.0 | 2.4 | -83.1 | -77.6 | 90.5 | 61.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2005
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