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ISIN
US5527463567
CUSIP
552746356
Issuer
MFS
Inception Date
May 1, 2006
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

MGRDX Performance Chart

MFS International Growth Fund R6 (MGRDX) is up 2.6% since the beginning of the year. MGRDX is currently trading at $49 per share. Investors who bought $1,000 worth of MGRDX shares 5 years ago would now be looking at an investment worth $1,357.


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S&P 500 Index

Returns By Period

MFS International Growth Fund R6 (MGRDX) has returned 2.57% so far this year and 10.66% over the past 12 months. Over the last ten years, MGRDX has returned 10.02% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


MFS International Growth Fund R6

1D
0.23%
1M
0.62%
YTD
2.57%
6M
2.55%
1Y
10.66%
3Y*
10.88%
5Y*
6.29%
10Y*
10.02%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MGRDX Monthly Returns History

Based on dividend-adjusted daily data since Apr 28, 2006, MGRDX's average daily return is +0.03%, while the average monthly return is +0.55%. At this rate, an investment would double in approximately 10.5 years.

Historically, 59% of months were positive and 41% 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, MGRDX 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 Dec 13, 2007 at -10.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.33%3.63%-9.85%5.04%2.51%-1.32%2.57%
20254.98%1.75%-2.38%3.82%3.95%2.60%-1.19%2.03%2.66%0.91%-0.28%0.77%21.18%
2024-0.77%3.58%2.01%-3.46%4.81%0.26%2.55%4.26%3.91%-4.61%-1.10%-2.03%9.22%
20238.08%-3.93%5.19%2.72%-3.37%3.74%2.49%-3.78%-6.51%-2.12%7.88%5.01%14.99%
2022-5.29%-3.75%0.78%-5.96%0.11%-6.78%5.40%-4.96%-7.89%4.34%13.40%-3.43%-15.00%
2021-1.50%0.26%1.97%3.47%3.67%-0.24%0.33%1.00%-4.32%4.22%-3.23%4.02%9.61%

Benchmark Metrics

MFS International Growth Fund R6 has an annualized alpha of -1.37%, beta of 0.81, and R2 of 0.69 versus S&P 500 Index. Calculated based on daily prices since April 28, 2006.

  • This fund participated in 99.89% of S&P 500 Index downside but only 84.38% of its upside - more exposed to losses than it benefited from rallies.

Alpha
-1.37%
Beta
0.81
0.69
Upside Capture
84.38%
Downside Capture
99.89%

Expense Ratio

MGRDX has an expense ratio of 0.72%, placing it in the medium range.


Return for Risk

Risk / Return Rank

MGRDX 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.


MGRDX Risk / Return Rank: 99
Overall Rank
MGRDX Sharpe Ratio Rank: 99
Sharpe Ratio Rank
MGRDX Sortino Ratio Rank: 99
Sortino Ratio Rank
MGRDX Omega Ratio Rank: 99
Omega Ratio Rank
MGRDX Calmar Ratio Rank: 99
Calmar Ratio Rank
MGRDX Martin Ratio Rank: 1010
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for MFS International Growth Fund R6 (MGRDX) 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.


MGRDXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.32

Sortino ratioReturn per unit of downside risk

-1.68

Omega ratioGain probability vs. loss probability

1.13

1.37

-0.23

Calmar ratioReturn relative to maximum drawdown

0.80

2.78

-1.99

Martin ratioReturn relative to average drawdown

2.59

12.44

-9.85

Dividends

Dividend History

MFS International Growth Fund R6 provided a 5.49% dividend yield over the last twelve months, with an annual payout of $2.67 per share. The fund has been increasing its distributions for 3 consecutive years.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$2.67$2.67$2.63$1.17$1.10$3.04$0.34$0.56$1.24$0.88$0.38$0.31

Dividend yield

5.49%5.63%6.35%2.90%3.06%6.97%0.80%1.51%4.20%2.61%1.45%1.20%

Monthly Dividends

The table displays the monthly dividend distributions for MFS International Growth Fund R6. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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$2.67$2.67
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.63$2.63
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.17$1.17
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.10$1.10
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$3.04$3.04

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 R6. 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 R6 was 60.75%, occurring on Mar 3, 2009. Recovery took 2031 trading sessions.

The current MFS International Growth Fund R6 drawdown is 4.21%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-60.75%Mar 2009
1y 4mo8y 26d
9y 4moNov 2007 - Mar 2017
Bear market2022
-30.60%Sep 2022
9mo 21d1y 9mo
2y 7moDec 2021 - Jul 2024
COVID crash2020
-29.65%Mar 2020
2mo 2d4mo 6d
6mo 8dJan 2020 - Jul 2020
2006 correction2006
-16.95%Jun 2006
1mo 4d4mo 26d
6moMay 2006 - Nov 2006
Rate-hike selloffLate 2018
-15.91%Dec 2018
10mo 29d4mo 3d
1y 2moJan 2018 - Apr 2019

Drawdown Indicators


MGRDXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-60.75%

-56.78%

-3.97%

Max Drawdown (1Y)

Largest decline over 1 year

-12.39%

-9.10%

-3.29%

Max Drawdown (3Y)

Largest decline over 3 years

-13.58%

-18.90%

+5.32%

Max Drawdown (5Y)

Largest decline over 5 years

-30.60%

-25.43%

-5.17%

Max Drawdown (10Y)

Largest decline over 10 years

-30.60%

-33.92%

+3.32%

Current Drawdown

Current decline from peak

-4.21%

-1.80%

-2.41%

Average Drawdown

Average peak-to-trough decline

-12.41%

-10.71%

-1.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.81%

2.03%

+1.78%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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