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Mfs International Diversification Fund Class R2: (MF: MDIKX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$24.40 USD
+0.33 (1.37%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.73 | 41 |
| 3 months | 5.73 | 41 |
| 6 months | -2.44 | 44 |
| 1 Year | 7.51 | 29 |
| 3 Year | 4.92 | 37 |
| 5 Year | 10.00 | 54 |
| 10 Year | 6.03 | 16 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -54.04 |
| Bull Market (2/09 - 3/21) | 311.40 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 7.51 |
| 5 Year | 9.99 |
| 10 Year | 6.04 |
| Since Inception | 6.64 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 5.73 | NA | NA | NA |
| 2024 | 4.08 | 1.02 | 9.08 | -7.73 |
| 2023 | 7.42 | 2.46 | -4.94 | 8.72 |
| 2022 | -9.07 | -12.51 | -9.49 | 14.60 |
| 2021 | 1.72 | 4.86 | -2.54 | 3.05 |
| 2020 | -19.83 | 17.02 | 7.79 | 13.44 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.73 | 5.83 | 13.75 | -17.49 | 7.13 | 14.71 | 25.28 | -11.45 | 29.55 | 1.96 | -0.35 |
| % Total Return Rel to Index | -1.28 | 1.48 | -5.10 | -1.01 | -10.22 | 9.27 | 6.85 | 4.68 | 7.75 | 3.84 | 2.92 |
| % Total Return Rel to Peer | 0.93 | 1.28 | -1.07 | 2.22 | 0.70 | -0.01 | 2.95 | 4.58 | 0.63 | -0.78 | 4.19 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 3.00 | 2.00 | 1.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.45 | 0.45 | 0.02 | 0.34 | 0.06 | 0.19 | 0.31 | 0.23 | 0.26 | 0.22 |
| % Yield | 0.00 | 1.93 | 1.98 | 0.13 | 1.36 | 0.28 | 0.90 | 1.80 | 1.14 | 1.67 | 1.44 |
| Capital Gains ($) | 0.00 | 0.22 | 0.35 | 0.40 | 0.20 | 0.23 | 0.22 | 0.12 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.60 | 0.60 | 0.60 | 0.59 | 0.60 | 0.59 | 0.60 | 0.60 | 0.60 | 0.60 |
* 1 = Top 20%, 5 = Bottom 20%