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Mfs International Value Fund Class R4: (MF: MINHX)
(NASDAQ Mutual Funds) As of Jul 19, 2024 08:00 PM ET
$41.27 USD
-0.37 (-0.89%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.93 | 34 |
| 3 months | -0.07 | 59 |
| 6 months | 6.93 | 34 |
| 1 Year | 12.10 | 31 |
| 3 Year | 0.74 | 36 |
| 5 Year | 6.80 | 23 |
| 10 Year | 7.24 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 436.43 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 12.10 |
| 5 Year | 6.79 |
| 10 Year | 7.24 |
| Since Inception | 9.89 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.01 | -0.07 | NA | NA |
| 2023 | 9.05 | 3.13 | -4.75 | 10.07 |
| 2022 | -13.09 | -15.10 | -7.16 | 12.31 |
| 2021 | -1.75 | 6.77 | -1.38 | 6.88 |
| 2020 | -13.48 | 16.65 | 8.52 | 9.97 |
| 2019 | 12.16 | 4.33 | 0.09 | 7.47 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.93 | 17.90 | -23.07 | 10.58 | 20.44 | 25.88 | -8.99 | 27.17 | 4.21 | 6.70 | 1.54 |
| % Total Return Rel to Index | 1.20 | -0.95 | -6.59 | -6.78 | 15.00 | 7.45 | 7.14 | 5.36 | 6.09 | 9.97 | 8.88 |
| % Total Return Rel to Peer | 1.51 | 3.08 | -3.36 | 4.14 | 5.71 | 3.54 | 7.03 | -1.75 | 1.45 | 11.25 | 6.20 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 | 1.00 | 3.00 | 2.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.78 | 0.41 | 0.44 | 0.33 | 0.48 | 0.62 | 0.72 | 0.63 | 0.53 | 0.76 |
| % Yield | 0.00 | 1.81 | 0.96 | 0.74 | 0.58 | 0.98 | 1.53 | 1.56 | 1.70 | 1.45 | 2.16 |
| Capital Gains ($) | 0.00 | 3.73 | 4.88 | 3.63 | 2.53 | 1.39 | 1.15 | 0.47 | 0.04 | 0.60 | 0.40 |
| Expense Ratio | 0.00 | 0.83 | 0.71 | 0.71 | 0.73 | 0.73 | 0.72 | 0.75 | 0.76 | 0.78 | 0.83 |
* 1 = Top 20%, 5 = Bottom 20%