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MFS Research International 529B (EBRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.45-0.18 (-0.87%)
At close: 07:45PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return7.00%
5-year average return1.72%
Number of years up12
Number of years down6
Best 1-yr total return (3 Feb 2019)29.94%
Worst 1-yr total return (3 Feb 2019)-43.07%
Best 3-yr total return29.94%
Worst 3-yr total return-7.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEBRIXCategory
YTD-9.51%9.07%
1-month-2.99%-1.09%
3-month-7.51%5.12%
1-year-2.46%33.76%
3-year8.09%8.50%
5-year7.79%10.08%
10-year5.22%5.80%
Last bull market13.12%14.90%
Last bear market-22.29%-23.70%

Annual total return (%) history

Year
EBRIXCategory
2021
N/AN/A
2020
11.99%9.30%
2019
26.66%21.59%
2018
-14.88%-14.59%
2017
27.01%25.12%
2016
-1.90%0.79%
2015
-2.78%-1.59%
2014
-7.67%-4.98%
2013
17.63%19.44%
2012
15.83%18.29%
2011
-11.67%-13.97%
2010
10.04%10.24%
2009
29.94%31.24%
2008
-43.07%-43.99%
2007
11.86%12.71%
2006
26.11%24.77%
2005
15.07%14.72%
2004
19.36%17.39%
2003
31.45%33.58%
2002
N/A-16.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20211.91%5.13%N/AN/A
2020-19.87%16.19%7.23%12.17%
201911.74%4.30%-0.59%9.32%
2018-0.95%-1.18%0.97%-13.87%
20177.13%7.97%4.39%5.19%
2016-3.87%0.14%5.37%-3.28%
20155.46%1.06%-11.11%2.62%
2014-0.72%3.25%-5.95%-4.24%
20133.70%-0.81%10.33%3.65%
201210.84%-7.10%6.40%5.72%
20113.60%2.32%-19.71%3.79%
20100.31%-13.23%16.58%8.45%
2009-13.62%23.13%19.72%2.04%
2008-8.61%-1.26%-20.49%-20.66%
20072.09%7.44%2.66%-0.67%
200610.97%-1.01%4.99%9.35%
2005-1.32%-1.81%12.87%5.21%
20044.44%-0.14%1.15%13.14%
2003-6.82%14.44%6.59%15.67%
20024.12%N/AN/AN/A

Rank in category (by total return)

YTD50
1-month8
3-month18
1-year79
3-year18
5-year21

Load adjusted returns

1-year19.27%
3-year9.98%
5-year10.49%
10-year6.57%