- ISIN
- US55273E1038
- CUSIP
- 55273E103
- Issuer
- MFS
- Inception Date
- Oct 23, 1995
- Category
- Foreign Large Cap Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
MGRAX Performance Chart
MFS International Growth Fund (MGRAX) is up 2.4% since the beginning of the year. MGRAX is currently trading at $48 per share. Investors who bought $1,000 worth of MGRAX shares 5 years ago would now be looking at an investment worth $1,332.
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Returns By Period
MFS International Growth Fund (MGRAX) has returned 2.39% so far this year and 10.26% over the past 12 months. Over the last ten years, MGRAX has returned 9.62% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
MFS International Growth Fund
- 1D
- 0.23%
- 1M
- 0.60%
- YTD
- 2.39%
- 6M
- 2.35%
- 1Y
- 10.26%
- 3Y*
- 10.48%
- 5Y*
- 5.90%
- 10Y*
- 9.62%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
MGRAX Monthly Returns History
Based on dividend-adjusted daily data since Oct 24, 1995, MGRAX's average daily return is +0.03%, while the average monthly return is +0.63%. At this rate, an investment would double in approximately 9.2 years.
Historically, 60% of months were positive and 40% were negative. The best month was Nov 2022 with a return of +13.4%, while the worst month was Oct 2008 at -19.0%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.
On a daily basis, MGRAX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +12.3%, while the worst single day was Oct 15, 2008 at -9.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.31% | 3.59% | -9.88% | 5.01% | 2.49% | -1.35% | 2.39% | ||||||
| 2025 | 4.93% | 1.74% | -2.41% | 3.78% | 3.93% | 2.57% | -1.22% | 2.01% | 2.61% | 0.88% | -0.30% | 0.75% | 20.73% |
| 2024 | -0.80% | 3.55% | 1.97% | -3.48% | 4.79% | 0.24% | 2.49% | 4.25% | 3.85% | -4.62% | -1.13% | -2.06% | 8.82% |
| 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% |
Benchmark Metrics
MFS International Growth Fund has an annualized alpha of 1.09%, beta of 0.66, and R2 of 0.54 versus S&P 500 Index. Calculated based on daily prices since October 24, 1995.
- This fund participated in 92.62% of S&P 500 Index downside but only 83.38% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.66 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 1.09%
- Beta
- 0.66
- R²
- 0.54
- Upside Capture
- 83.38%
- Downside Capture
- 92.62%
Expense Ratio
MGRAX has a high expense ratio of 1.06%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
MGRAX ranks 9 for risk / return — in the bottom 9% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for MFS International Growth Fund (MGRAX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MGRAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.35 | ||
| Sortino ratioReturn per unit of downside risk | -1.72 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.37 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.76 | 2.78 | -2.02 |
| Martin ratioReturn relative to average drawdown | 2.47 | 12.44 | -9.97 |
Dividends
Dividend History
MFS International Growth Fund provided a 5.23% dividend yield over the last twelve months, with an annual payout of $2.53 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.53 | $2.53 | $2.47 | $1.03 | $0.96 | $2.88 | $0.24 | $0.53 | $1.13 | $0.76 | $0.26 | $0.27 |
Dividend yield | 5.23% | 5.35% | 5.99% | 2.56% | 2.69% | 6.62% | 0.56% | 1.42% | 3.82% | 2.26% | 1.01% | 1.06% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.53 | $2.53 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.47 | $2.47 |
| 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 |
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.
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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 55.29%, occurring on Mar 3, 2009. Recovery took 982 trading sessions.
The current MFS International Growth Fund drawdown is 4.32%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -55.29%Mar 2009 | 1y 4mo | 3y 10mo | 5y 2moNov 2007 - Jan 2013 |
2003 bear market2003 | -46.21%Mar 2003 | 2y 11mo | 1y 11mo | 4y 11moMar 2000 - Feb 2005 |
Bear market2022 | -30.58%Sep 2022 | 9mo 21d | 1y 9mo | 2y 7moDec 2021 - Jul 2024 |
COVID crash2020 | -29.71%Mar 2020 | 2mo 2d | 4mo 8d | 6mo 10dJan 2020 - Jul 2020 |
1998 bear market1998 | -29.31%Oct 1998 | 5mo 22d | 1y 1mo | 1y 7moApr 1998 - Nov 1999 |
Drawdown Indicators
| MGRAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.29% | -56.78% | +1.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -9.10% | -3.32% |
Max Drawdown (3Y)Largest decline over 3 years | -13.66% | -18.90% | +5.24% |
Max Drawdown (5Y)Largest decline over 5 years | -30.58% | -25.43% | -5.15% |
Max Drawdown (10Y)Largest decline over 10 years | -30.58% | -33.92% | +3.34% |
Current DrawdownCurrent decline from peak | -4.32% | -1.80% | -2.52% |
Average DrawdownAverage peak-to-trough decline | -10.85% | -10.71% | -0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.84% | 2.03% | +1.81% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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