Nasdaq - Delayed Quote USD

MFS International Intrinsic Value Fund (MINFX)

37.01 +0.05 (+0.14%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 10.35%
5y Average Return 7.45%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (May 17, 2024) 27.03%
Worst 1Y Total Return (May 17, 2024) --
Best 3Y Total Return 27.03%
Worst 3Y Total Return -0.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MINFX
Category
YTD
4.20%
7.01%
1-Month
-2.51%
0.44%
3-Month
4.95%
6.77%
1-Year
9.34%
34.50%
3-Year
0.54%
13.81%
5-Year
5.87%
13.83%
10-Year
6.84%
8.22%
Last Bull Market
21.17%
17.48%
Last Bear Market
-15.21%
-22.43%

Annual Total Return (%) History

Year
MINFX
Category
2024
--
--
2023
17.33%
--
2022
-23.45%
--
2021
10.03%
--
2020
19.85%
25.48%
2019
25.24%
27.83%
2018
-9.45%
-14.08%
2017
26.51%
30.87%

2016
3.68%
-2.14%
2015
6.23%
0.95%
2014
1.02%
-3.92%
2013
27.03%
18.58%
2012
15.49%
17.70%
2011
-2.18%
-12.30%
2010
8.86%
14.78%
2009
24.26%
38.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.89% -- -- --
2023 8.91% 2.98% -4.86% 9.95%
2022 -13.19% -15.21% -7.27% 12.16%
2021 -1.88% 6.65% -1.49% 6.74%
2020 -13.58% 16.51% 8.39% 9.82%
2019 12.03% 4.20% -0.02% 7.32%
2018 -0.84% 0.27% 2.26% -10.95%
2017 7.18% 8.23% 3.11% 5.77%
2016 2.49% 2.04% 5.25% -5.81%
2015 6.56% -0.81% -4.60% 5.34%

2014 0.88% 4.43% -4.24% 0.14%
2013 7.99% 3.95% 7.92% 4.85%
2012 8.82% -2.66% 6.43% 2.45%
2011 2.19% 4.16% -11.58% 3.94%
2010 1.43% -10.21% 11.73% 6.98%
2009 -15.07% 22.56% 18.73% 0.54%

Rank in Category (By Total Return)

YTD 26
1-Month 11
3-Month 19
1-Year 33
3-Year 29
5-Year 47

Load Adjusted Returns

1-Year 9.34%
3-Year 0.54%
5-Year 5.87%
10-Year 6.84%

Performance & Risk

YTD Return 10.35%
5y Average Return 7.45%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Foreign Large Growth
Fund Family MFS
Net Assets 21.34B
YTD Return 4.20%
Yield 1.53%
Morningstar Rating
Inception Date May 01, 2006

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 that the advisor believes are undervalued compared to their intrinsic value.

Related Tickers