MFS International Growth Fund (MGRAX)
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 it believes to have above average earnings growth potential compared to other companies (growth companies).
Fund Info
| ISIN | US55273E1038 |
|---|---|
| CUSIP | 55273E103 |
| Issuer | MFS |
| Inception Date | Oct 23, 1995 |
| Category | Foreign Large Cap Equities |
| Min. Investment | $1,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
MGRAX has a high expense ratio of 1.06%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: MGRAX vs. DHLAX, MGRAX vs. MDISX, MGRAX vs. VTMGX, MGRAX vs. FSPSX, MGRAX vs. MGRVX, MGRAX vs. VTRIX, MGRAX vs. FRVLX, MGRAX vs. LVHI, MGRAX vs. MTCIX, MGRAX vs. FEQIX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS International Growth 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 International Growth Fund had a return of 15.63% year-to-date (YTD) and 31.79% in the last 12 months. Over the past 10 years, MFS International Growth Fund had an annualized return of 8.50%, while the S&P 500 had an annualized return of 11.57%, indicating that MFS International Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 15.63% | 22.73% |
| 1 month | 1.03% | 2.66% |
| 6 months | 14.89% | 16.83% |
| 1 year | 31.79% | 38.58% |
| 5 years (annualized) | 8.86% | 14.32% |
| 10 years (annualized) | 8.50% | 11.57% |
Monthly Returns
The table below presents the monthly returns of MGRAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.80% | 3.55% | 1.97% | -3.48% | 4.79% | 0.24% | 2.49% | 4.25% | 3.85% | 15.63% | |||
| 2023 | 8.03% | -3.97% | 5.16% | 2.71% | -3.41% | 3.71% | 2.46% | -3.81% | -6.55% | -2.13% | 7.85% | 4.97% | 14.54% |
| 2022 | -5.31% | -3.79% | 0.76% | -5.99% | 0.08% | -6.82% | 5.37% | -4.99% | -7.91% | 4.31% | 13.35% | -3.45% | -15.31% |
| 2021 | -1.53% | 0.22% | 1.96% | 3.44% | 3.64% | -0.28% | 0.31% | 0.96% | -4.35% | 4.20% | -3.28% | 3.99% | 9.20% |
| 2020 | -2.32% | -6.56% | -10.93% | 7.91% | 3.73% | 4.46% | 5.75% | 4.38% | -1.31% | -3.89% | 10.38% | 5.10% | 15.45% |
| 2019 | 6.05% | 3.47% | 2.49% | 3.37% | -4.77% | 6.50% | -1.92% | -0.50% | 1.20% | 3.16% | 2.19% | 3.30% | 26.83% |
| 2018 | 4.09% | -4.30% | -0.92% | 1.89% | 0.74% | -0.32% | 2.73% | -0.49% | -0.17% | -8.97% | 1.23% | -4.27% | -9.09% |
| 2017 | 3.37% | 1.22% | 3.22% | 4.36% | 5.57% | 0.19% | 1.80% | 0.98% | 1.94% | 2.76% | 1.07% | 1.86% | 32.15% |
| 2016 | -3.92% | -1.41% | 7.17% | 0.84% | 0.27% | -0.60% | 4.26% | 0.84% | 1.19% | -4.22% | -3.25% | 1.79% | 2.39% |
| 2015 | 0.69% | 5.38% | -1.01% | 3.47% | -0.11% | -2.90% | 1.89% | -8.01% | -2.37% | 7.04% | -0.97% | -2.19% | 0.03% |
| 2014 | -5.97% | 5.67% | -0.36% | 1.90% | 1.62% | 1.11% | -3.08% | 0.46% | -4.05% | -0.15% | 0.95% | -1.66% | -4.00% |
| 2013 | 3.35% | -0.08% | 0.93% | 2.49% | -1.98% | -4.00% | 4.48% | -1.79% | 6.73% | 1.78% | 0.28% | 1.61% | 14.17% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MGRAX is 54, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS International Growth Fund (MGRAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS International Growth Fund granted a 2.21% dividend yield in the last twelve months. The annual payout for that period amounted to $1.03 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.03 | $1.03 | $0.96 | $2.88 | $0.24 | $0.53 | $1.13 | $0.76 | $0.26 | $0.27 | $0.93 | $0.45 |
Dividend yield | 2.21% | 2.56% | 2.69% | 6.62% | 0.56% | 1.42% | 3.82% | 2.26% | 1.01% | 1.06% | 3.58% | 1.61% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS International Growth 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $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 | $1.03 | $1.03 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.96 | $0.96 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.88 | $2.88 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.53 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.13 | $1.13 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $0.76 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.93 | $0.93 |
| 2013 | $0.45 | $0.45 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS International Growth 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 International Growth Fund was 53.93%, occurring on Mar 3, 2009. Recovery took 544 trading sessions.
The current MFS International Growth Fund drawdown is 2.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.93% | Nov 1, 2007 | 334 | Mar 3, 2009 | 544 | Apr 28, 2011 | 878 |
| -45.3% | Mar 29, 2000 | 737 | Mar 12, 2003 | 454 | Dec 30, 2004 | 1191 |
| -29.71% | Jan 21, 2020 | 44 | Mar 23, 2020 | 89 | Jul 29, 2020 | 133 |
| -29.31% | Apr 16, 1998 | 123 | Oct 5, 1998 | 295 | Nov 22, 1999 | 418 |
| -27.92% | Nov 10, 2021 | 221 | Sep 27, 2022 | 362 | Mar 7, 2024 | 583 |
Volatility
Volatility Chart
The current MFS International Growth Fund volatility is 3.72%, 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.