Nasdaq - Delayed Quote USD
MFS International Diversification Fund (MDIDX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.16% |
| 5y Average Return | 6.00% |
| Number of Years Up | 13 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Nov 6, 2024) | 34.21% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 34.21% |
| Worst 3Y Total Return | -0.71% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MDIDX
Category
- YTD
- 9.43%
- 9.07%
- 1-Month
- -4.80%
- -1.09%
- 3-Month
- 0.25%
- 5.12%
- 1-Year
- 22.80%
- 33.76%
- 3-Year
- 1.03%
- 8.50%
- 5-Year
- 6.15%
- 10.08%
- 10-Year
- 6.24%
- 5.80%
- Last Bull Market
- 16.87%
- 14.90%
- Last Bear Market
- -12.42%
- -23.70%
Annual Total Return (%) History
Year
MDIDX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 4.15% | 1.09% | 9.17% | -- |
| 2023 | 7.50% | 2.56% | -4.90% | 8.74% |
| 2022 | -9.04% | -12.42% | -9.47% | 14.68% |
| 2021 | 1.78% | 4.90% | -2.46% | 3.14% |
| 2020 | -19.80% | 17.04% | 7.87% | 13.56% |
| 2019 | 11.96% | 4.00% | -1.26% | 9.33% |
| 2018 | -0.30% | -0.31% | 1.23% | -11.78% |
| 2017 | 7.94% | 8.74% | 4.71% | 5.72% |
| 2016 | 0.13% | 1.04% | 5.99% | -4.73% |
| 2015 | 4.94% | 0.49% | -8.69% | 3.74% |
| 2014 | -0.30% | 4.39% | -5.66% | -2.30% |
| 2013 | 4.58% | -1.08% | 8.99% | 3.71% |
| 2012 | 12.11% | -5.73% | 6.63% | 4.86% |
| 2011 | 2.29% | 2.89% | -17.71% | 4.60% |
| 2010 | 1.50% | -10.97% | 15.46% | 8.51% |
| 2009 | -12.10% | 23.90% | 19.60% | 3.04% |
| 2008 | -7.34% | -1.30% | -19.72% | -18.61% |
| 2007 | 2.95% | 7.17% | 2.91% | -0.67% |
| 2006 | 10.83% | -0.70% | 4.57% | 10.45% |
| 2005 | 0.26% | -1.14% | 12.38% | 4.72% |
| 2004 | 14.01% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 19 |
| 1-Month | 43 |
| 3-Month | 18 |
| 1-Year | 45 |
| 3-Year | 71 |
| 5-Year | 45 |
Load Adjusted Returns
| 1-Year | 15.74% |
| 3-Year | -0.95% |
| 5-Year | 4.90% |
| 10-Year | 5.61% |
Performance & Risk
| YTD Return | 10.16% |
| 5y Average Return | 6.00% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | Foreign Large Blend |
| Fund Family | MFS |
| Net Assets | 38.42B |
| YTD Return | 9.43% |
| Yield | 2.13% |
| Morningstar Rating | |
| Inception Date | Apr 01, 2005 |
Fund Summary
The fund is designed to provide diversification within the international asset class by investing the majority of its assets in other mutual funds advised by the adviser, referred to as underlying funds. The adviser seeks to diversify the fund's investments in terms of market capitalization (by including large, mid, and/or small cap underlying funds), by style (by including both growth and value underlying funds), and by geography (by including developed and emerging market underlying funds).
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