Nasdaq - Delayed Quote USD

MFS International Growth R3 (MGRTX)

42.71 +0.06 (+0.14%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.77%
5y Average Return 8.09%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (May 17, 2024) 37.66%
Worst 1Y Total Return (May 17, 2024) --
Best 3Y Total Return 37.66%
Worst 3Y Total Return -1.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MGRTX
Category
YTD
1.09%
7.01%
1-Month
-3.49%
0.44%
3-Month
1.91%
6.77%
1-Year
3.33%
34.50%
3-Year
0.96%
13.81%
5-Year
6.16%
13.83%
10-Year
6.12%
8.22%
Last Bull Market
18.57%
17.48%
Last Bear Market
-12.32%
-22.43%

Annual Total Return (%) History

Year
MGRTX
Category
2024
--
--
2023
14.54%
--
2022
-15.33%
--
2021
9.22%
--
2020
15.45%
25.48%
2019
26.84%
27.83%
2018
-9.08%
-14.08%
2017
32.11%
30.87%

2016
2.42%
-2.14%
2015
0.04%
0.95%
2014
-5.35%
-3.92%
2013
13.57%
18.58%
2012
19.43%
17.70%
2011
-10.80%
-12.30%
2010
14.94%
14.78%
2009
37.66%
38.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.74% -- -- --
2023 9.09% 2.89% -7.88% 10.77%
2022 -8.22% -12.32% -7.82% 14.14%
2021 0.59% 6.92% -3.14% 4.84%
2020 -18.70% 16.90% 8.95% 11.50%
2019 12.50% 4.81% -1.21% 8.89%
2018 -1.28% 2.30% 2.07% -11.79%
2017 7.97% 10.38% 4.78% 5.79%
2016 1.48% 0.50% 6.43% -5.65%
2015 5.03% 0.41% -8.51% 3.69%

2014 -1.00% 4.70% -6.60% -2.23%
2013 4.26% -3.59% 9.52% 3.16%
2012 14.54% -7.19% 6.37% 5.62%
2011 1.09% 3.59% -19.66% 6.02%
2010 1.57% -10.54% 15.76% 9.28%
2009 -10.50% 23.17% 19.05% 4.89%

Rank in Category (By Total Return)

YTD 57
1-Month 30
3-Month 59
1-Year 77
3-Year 21
5-Year 41

Load Adjusted Returns

1-Year 3.33%
3-Year 0.96%
5-Year 6.16%
10-Year 6.12%

Performance & Risk

YTD Return 7.77%
5y Average Return 8.09%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Foreign Large Growth
Fund Family MFS
Net Assets 15.93B
YTD Return 1.09%
Yield 1.22%
Morningstar Rating
Inception Date Jul 01, 1996

Fund Summary

The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. The advisor focuses on investing the fund's assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies).

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