- ISIN
- US5529834708
- CUSIP
- 552983470
- Issuer
- MFS
- Inception Date
- Jan 2, 1997
- Category
- Foreign Large Cap Equities
- Min. Investment
- $0
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
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Performance
MRSIX Performance Chart
MFS Research International Fund (MRSIX) is up 10.6% since the beginning of the year. MRSIX is currently trading at $30 per share. Investors who bought $1,000 worth of MRSIX shares 5 years ago would now be looking at an investment worth $1,370.
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Returns By Period
MFS Research International Fund (MRSIX) has returned 10.64% so far this year and 20.35% over the past 12 months. Over the last ten years, MRSIX has returned 8.97% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
MFS Research International Fund
- 1D
- 0.74%
- 1M
- 2.46%
- YTD
- 10.64%
- 6M
- 11.09%
- 1Y
- 20.35%
- 3Y*
- 12.53%
- 5Y*
- 6.50%
- 10Y*
- 8.97%
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%
MRSIX Monthly Returns History
Based on dividend-adjusted daily data since Dec 31, 1996, MRSIX's average daily return is +0.03%, while the average monthly return is +0.68%. At this rate, an investment would double in approximately 8.5 years.
Historically, 61% of months were positive and 39% were negative. The best month was May 2009 with a return of +13.7%, 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, MRSIX 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 | 5.72% | 4.99% | -8.92% | 5.37% | 2.08% | 1.73% | 10.64% | ||||||
| 2025 | 3.91% | 1.99% | -0.97% | 3.19% | 5.08% | 2.19% | -2.81% | 2.28% | 2.04% | 0.77% | 1.01% | 2.12% | 22.61% |
| 2024 | -0.87% | 2.24% | 3.34% | -2.99% | 4.96% | -1.55% | 3.23% | 3.41% | 0.39% | -4.75% | -0.53% | -3.33% | 3.06% |
| 2023 | 7.85% | -3.55% | 2.89% | 3.13% | -4.08% | 3.89% | 1.98% | -2.85% | -4.72% | -3.03% | 7.51% | 4.81% | 13.44% |
| 2022 | -5.33% | -3.33% | -1.08% | -6.23% | 1.72% | -8.04% | 5.42% | -5.56% | -9.74% | 4.48% | 13.02% | -1.88% | -17.33% |
| 2021 | -1.70% | 1.51% | 2.40% | 2.86% | 4.23% | -1.71% | 1.21% | 2.92% | -3.89% | 3.72% | -3.70% | 3.90% | 11.87% |
Benchmark Metrics
MFS Research International Fund has an annualized alpha of 1.64%, beta of 0.70, and R2 of 0.56 versus S&P 500 Index. Calculated based on daily prices since December 31, 1996.
- This fund participated in 91.54% of S&P 500 Index downside but only 86.56% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 1.64%
- Beta
- 0.70
- R²
- 0.56
- Upside Capture
- 86.56%
- Downside Capture
- 91.54%
Expense Ratio
MRSIX has an expense ratio of 0.76%, placing it in the medium range.
Return for Risk
Risk / Return Rank
MRSIX ranks 27 for risk / return — below 27% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for MFS Research International Fund (MRSIX) 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.
| MRSIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.37 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 1.68 | 2.78 | -1.11 |
| Martin ratioReturn relative to average drawdown | 5.79 | 12.44 | -6.65 |
Dividends
Dividend History
MFS Research International Fund provided a 4.75% dividend yield over the last twelve months, with an annual payout of $1.42 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 | $1.42 | $1.42 | $0.46 | $0.39 | $0.32 | $0.33 | $0.21 | $0.37 | $0.89 | $0.24 | $0.31 | $0.31 |
Dividend yield | 4.75% | 5.26% | 2.00% | 1.67% | 1.57% | 1.29% | 0.92% | 1.79% | 5.48% | 1.21% | 1.97% | 1.89% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Research International 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 | $1.42 | $1.42 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.39 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2021 | $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 |
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 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 Research International Fund was 59.56%, occurring on Mar 9, 2009. Recovery took 1165 trading sessions.
The current MFS Research International Fund drawdown is 0.33%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -59.56%Mar 2009 | 1y 4mo | 4y 7mo | 5y 11moNov 2007 - Oct 2013 |
2003 bear market2003 | -46.22%Mar 2003 | 2y 11mo | 1y 11mo | 4y 11moMar 2000 - Feb 2005 |
Bear market2022 | -30.73%Oct 2022 | 1y 1mo | 1y 9mo | 2y 10moSep 2021 - Jul 2024 |
COVID crash2020 | -30.69%Mar 2020 | 2mo 2d | 5mo 4d | 7mo 6dJan 2020 - Aug 2020 |
1998 bear market1998 | -26.99%Oct 1998 | 2mo 16d | 9mo 4d | 11mo 20dJul 1998 - Jul 1999 |
Drawdown Indicators
| MRSIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.56% | -56.78% | -2.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.64% | -9.10% | -2.54% |
Max Drawdown (3Y)Largest decline over 3 years | -13.95% | -18.90% | +4.95% |
Max Drawdown (5Y)Largest decline over 5 years | -30.73% | -25.43% | -5.30% |
Max Drawdown (10Y)Largest decline over 10 years | -30.73% | -33.92% | +3.19% |
Current DrawdownCurrent decline from peak | -0.33% | -1.80% | +1.47% |
Average DrawdownAverage peak-to-trough decline | -12.73% | -10.71% | -2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.03% | +1.33% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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