- ISIN
- US5529835127
- CUSIP
- 552983512
- Issuer
- MFS
- Inception Date
- Apr 26, 1999
- Category
- Foreign Large Cap Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
MRSAX Performance Chart
MFS Research International A (MRSAX) is up 8.1% since the beginning of the year. MRSAX is currently trading at $28 per share. Investors who bought $1,000 worth of MRSAX shares 5 years ago would now be looking at an investment worth $1,293.
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Returns By Period
MFS Research International A (MRSAX) has returned 8.11% so far this year and 14.94% over the past 12 months. Over the last ten years, MRSAX has returned 8.38% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.
MFS Research International A
- 1D
- -0.50%
- 1M
- 2.11%
- YTD
- 8.11%
- 6M
- 10.60%
- 1Y
- 14.94%
- 3Y*
- 12.35%
- 5Y*
- 5.27%
- 10Y*
- 8.38%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
MRSAX Monthly Returns History
Based on dividend-adjusted daily data since Dec 31, 1996, MRSAX's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, an investment would double in approximately 8.9 years.
Historically, 61% of months were positive and 39% were negative. The best month was May 2009 with a return of +13.6%, while the worst month was Oct 2008 at -21.4%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.
On a daily basis, MRSAX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +13.6%, while the worst single day was Oct 15, 2008 at -10.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.69% | 4.98% | -8.94% | 5.33% | 2.10% | -0.50% | 8.11% | ||||||
| 2025 | 3.88% | 1.98% | -1.01% | 3.15% | 5.08% | 2.20% | -2.84% | 2.25% | 2.05% | 0.72% | 0.98% | 2.11% | 22.31% |
| 2024 | -0.86% | 2.18% | 3.34% | -3.02% | 4.93% | -1.52% | 3.18% | 3.38% | 0.36% | -4.74% | -0.55% | -3.36% | 2.83% |
| 2023 | 7.84% | -3.59% | 2.90% | 3.05% | -4.10% | 3.85% | 1.97% | -2.83% | -4.76% | -3.06% | 7.46% | 4.79% | 13.11% |
| 2022 | -5.36% | -3.33% | -1.07% | -6.28% | 1.69% | -8.06% | 5.42% | -5.58% | -9.75% | 4.42% | 12.98% | -1.86% | -17.52% |
| 2021 | -1.67% | 1.47% | 2.36% | 2.88% | 4.22% | -1.73% | 1.18% | 2.86% | -3.87% | 3.69% | -3.77% | 3.92% | 11.62% |
Benchmark Metrics
MFS Research International A has an annualized alpha of 1.21%, beta of 0.70, and R2 of 0.56 versus S&P 500 Index. Calculated based on daily prices since January 02, 1997.
- This fund participated in 92.68% of S&P 500 Index downside but only 85.61% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 1.21%
- Beta
- 0.70
- R²
- 0.56
- Upside Capture
- 85.61%
- Downside Capture
- 92.68%
Expense Ratio
MRSAX has a high expense ratio of 1.04%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
MRSAX ranks 18 for risk / return — in the bottom 18% 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 Research International A (MRSAX) and compare them to S&P 500 Index.
| MRSAX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 2.39 | -1.16 |
Sortino ratioReturn per unit of downside risk | 1.80 | 3.25 | -1.46 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.43 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.41 | 3.11 | -1.71 |
Martin ratioReturn relative to average drawdown | 4.89 | 14.38 | -9.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
MFS Research International A provided a 4.84% dividend yield over the last twelve months, with an annual payout of $1.36 per share. The fund has been increasing its distributions for 5 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.36 | $1.36 | $0.41 | $0.33 | $0.27 | $0.25 | $0.16 | $0.32 | $0.85 | $0.20 | $0.26 | $0.26 |
Dividend yield | 4.84% | 5.23% | 1.81% | 1.49% | 1.37% | 1.04% | 0.73% | 1.63% | 5.41% | 1.04% | 1.71% | 1.67% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Research International A. 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 | $1.36 | $1.36 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2022 | $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 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
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 Research International A. 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 Research International A was 59.76%, occurring on Mar 9, 2009. Recovery took 1305 trading sessions.
The current MFS Research International A drawdown is 2.56%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -59.76%Mar 2009 | 1y 4mo | 5y 2mo | 6y 6moNov 2007 - May 2014 |
2003 bear market2003 | -46.74%Mar 2003 | 2y 11mo | 1y 11mo | 4y 11moMar 2000 - Mar 2005 |
Bear market2022 | -30.93%Oct 2022 | 1y 1mo | 1y 10mo | 2y 11moSep 2021 - Aug 2024 |
COVID crash2020 | -30.71%Mar 2020 | 2mo 2d | 5mo 4d | 7mo 6dJan 2020 - Aug 2020 |
1998 bear market1998 | -27.20%Oct 1998 | 2mo 16d | 9mo 4d | 11mo 20dJul 1998 - Jul 1999 |
Drawdown Indicators
| MRSAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.76% | -56.78% | -2.98% |
Max Drawdown (1Y)Largest decline over 1 year | -11.68% | -9.10% | -2.58% |
Max Drawdown (3Y)Largest decline over 3 years | -14.05% | -18.90% | +4.85% |
Max Drawdown (5Y)Largest decline over 5 years | -30.93% | -25.43% | -5.50% |
Max Drawdown (10Y)Largest decline over 10 years | -30.93% | -33.92% | +2.99% |
Current DrawdownCurrent decline from peak | -2.56% | 0.00% | -2.56% |
Average DrawdownAverage peak-to-trough decline | -13.09% | -10.72% | -2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 1.97% | +1.38% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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