MFS Research International Fund (MRSIX)
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. MFS normally invests the fund's assets across different industries, sectors, countries, and regions, but MFS may invest a significant percentage of the fund's assets in issuers in a single industry, sector, country, or region.
Fund Info
US5529834708
552983470
Jan 2, 1997
$0
Expense Ratio
MRSIX features an expense ratio of 0.76%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Research International 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 Research International Fund had a return of 6.02% year-to-date (YTD) and 8.46% in the last 12 months. Over the past 10 years, MFS Research International Fund had an annualized return of 5.23%, while the S&P 500 had an annualized return of 11.26%, indicating that MFS Research International Fund did not perform as well as the benchmark.
MRSIX
6.02%
2.79%
-0.82%
8.46%
5.46%
5.23%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of MRSIX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.91% | 6.02% | |||||||||||
| 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% |
| 2020 | -1.91% | -6.72% | -12.17% | 6.26% | 5.55% | 3.85% | 3.76% | 4.88% | -1.20% | -4.08% | 11.59% | 5.07% | 13.18% |
| 2019 | 6.63% | 4.03% | 1.00% | 2.90% | -4.21% | 6.11% | -1.68% | -1.17% | 2.59% | 3.57% | 2.03% | 3.67% | 27.98% |
| 2018 | 5.01% | -4.72% | -0.75% | 1.11% | -1.70% | -0.31% | 2.90% | -1.68% | 0.05% | -8.50% | -0.33% | -6.03% | -14.65% |
| 2017 | 3.11% | 0.99% | 3.17% | 3.67% | 4.62% | -0.22% | 2.40% | 0.27% | 2.02% | 1.93% | 1.54% | 1.85% | 28.38% |
| 2016 | -6.42% | -3.17% | 6.34% | 1.92% | 0.50% | -1.94% | 3.83% | 0.68% | 1.04% | -2.11% | -2.59% | 1.70% | -0.87% |
| 2015 | 1.19% | 5.89% | -1.28% | 3.66% | 0.60% | -2.86% | 1.89% | -7.80% | -5.15% | 5.86% | -0.83% | -1.94% | -1.71% |
| 2014 | -5.15% | 5.31% | -0.38% | 0.60% | 2.33% | 0.53% | -2.21% | 0.43% | -3.97% | 0.45% | 0.06% | -4.41% | -6.69% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MRSIX is 37, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Research International Fund (MRSIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Research International Fund provided a 1.88% dividend yield over the last twelve months, with an annual payout of $0.47 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.47 | $0.47 | $0.39 | $0.32 | $0.33 | $0.21 | $0.37 | $0.76 | $0.24 | $0.31 | $0.31 | $0.42 |
Dividend yield | 1.88% | 2.00% | 1.67% | 1.57% | 1.29% | 0.92% | 1.79% | 4.69% | 1.21% | 1.97% | 1.89% | 2.51% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.47 |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.37 |
| 2018 | $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 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2014 | $0.42 | $0.42 |
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 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 57.98%, occurring on Mar 9, 2009. Recovery took 1140 trading sessions.
The current MFS Research International Fund drawdown is 4.08%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.98% | Dec 13, 2007 | 309 | Mar 9, 2009 | 1140 | Sep 18, 2013 | 1449 |
| -42.09% | Aug 29, 2000 | 632 | Mar 12, 2003 | 422 | Nov 12, 2004 | 1054 |
| -30.73% | Sep 8, 2021 | 277 | Oct 12, 2022 | 438 | Jul 12, 2024 | 715 |
| -30.69% | Jan 21, 2020 | 44 | Mar 23, 2020 | 107 | Aug 24, 2020 | 151 |
| -24.54% | May 22, 2015 | 183 | Feb 11, 2016 | 320 | May 19, 2017 | 503 |
Volatility
Volatility Chart
The current MFS Research International Fund volatility is 3.23%, 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.