MFS Blended Research International Equity Fund (BRXIX)
The investment seeks capital appreciation. The fund normally invests at least 80% of the fund's net assets in 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. MFS primarily invests in securities of companies with large capitalizations. MFS normally invests the fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry, sector, country, or region.
Fund Info
| ISIN | US5529874977 |
|---|---|
| Issuer | MFS |
| Inception Date | Sep 15, 2015 |
| Category | Foreign Large Cap Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Expense Ratio
BRXIX has a high expense ratio of 0.64%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: BRXIX vs. MDIJX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Blended Research International Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
MFS Blended Research International Equity Fund had a return of 5.70% year-to-date (YTD) and 12.08% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.70% | 6.17% |
| 1 month | 0.24% | -2.72% |
| 6 months | 16.76% | 17.29% |
| 1 year | 12.08% | 23.80% |
| 5 years (annualized) | 7.15% | 11.47% |
| 10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.99% | 2.67% | 4.15% | -1.41% | ||||||||
| 2023 | -3.93% | 7.27% | 5.50% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BRXIX is 54, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
MFS Blended Research International Equity Fund(BRXIX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Blended Research International Equity Fund (BRXIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Blended Research International Equity Fund granted a 2.66% dividend yield in the last twelve months. The annual payout for that period amounted to $0.34 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.34 | $0.34 | $0.29 | $0.93 | $0.28 | $0.33 | $0.66 | $0.32 | $0.05 | $0.12 |
Dividend yield | 2.66% | 2.81% | 2.68% | 7.23% | 2.32% | 2.91% | 6.83% | 2.64% | 0.53% | 1.25% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Blended Research International Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.93 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 |
| 2015 | $0.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Blended Research International Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the MFS Blended Research International Equity Fund was 36.21%, occurring on Mar 23, 2020. Recovery took 178 trading sessions.
The current MFS Blended Research International Equity Fund drawdown is 0.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.21% | Jan 29, 2018 | 541 | Mar 23, 2020 | 178 | Dec 3, 2020 | 719 |
| -26.48% | Jan 13, 2022 | 180 | Sep 30, 2022 | 358 | Mar 6, 2024 | 538 |
| -18.85% | Oct 26, 2015 | 75 | Feb 11, 2016 | 240 | Jan 25, 2017 | 315 |
| -6.3% | Sep 18, 2015 | 8 | Sep 29, 2015 | 6 | Oct 7, 2015 | 14 |
| -5.98% | Sep 8, 2021 | 59 | Nov 30, 2021 | 30 | Jan 12, 2022 | 89 |
Volatility
Volatility Chart
The current MFS Blended Research International Equity Fund volatility is 3.82%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.