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MFS Intl Diversification R1 (MDIOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.25+0.19 (+0.86%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.36%
5-year average return5.02%
Number of years up12
Number of years down6
Best 1-yr total return (2 Jul 2024)33.15%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return33.15%
Worst 3-yr total return-1.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMDIOXCategory
YTD4.92%9.07%
1-month-0.77%-1.09%
3-month0.92%5.12%
1-year8.10%33.76%
3-year-0.78%8.50%
5-year4.99%10.08%
10-year4.48%5.80%
Last bull market16.55%14.90%
Last bear market-12.60%-23.70%

Annual total return (%) history

Year
MDIOXCategory
2024
N/AN/A
2023
13.15%N/A
2022
-17.90%N/A
2021
6.62%N/A
2020
14.13%9.30%
2019
24.75%21.59%
2018
-11.93%-14.59%
2017
28.95%25.12%
2016
1.38%0.79%
2015
-0.80%-1.59%
2014
-4.80%-4.98%
2013
16.07%19.44%
2012
17.23%18.29%
2011
-10.10%-13.97%
2010
12.46%10.24%
2009
33.15%31.24%
2008
-40.64%-43.99%
2007
11.91%12.71%
2006
26.21%24.77%
2005
N/A14.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.97%0.92%N/AN/A
20237.27%2.39%-5.10%8.56%
2022-9.21%-12.60%-9.64%14.50%
20211.59%4.73%-2.65%2.94%
2020-19.93%16.86%7.61%13.34%
201911.79%3.77%-1.42%9.09%
2018-0.47%-0.48%1.01%-11.98%
20177.75%8.51%4.50%5.55%
2016-0.07%0.88%5.76%-4.91%
20154.76%0.32%-8.87%3.58%
2014-0.50%4.27%-5.85%-2.55%
20134.49%-1.32%8.78%3.48%
201211.95%-5.98%6.44%4.64%
20112.05%2.76%-17.84%4.34%
20101.37%-11.12%15.26%8.30%
2009-12.16%23.59%19.29%2.82%
2008-7.46%-1.46%-19.89%-18.74%
20072.79%6.94%2.71%-0.88%
200610.67%-0.84%4.33%10.24%
200512.08%4.54%N/AN/A

Rank in category (by total return)

YTD62
1-month21
3-month28
1-year78
3-year85
5-year75

Load adjusted returns

1-year8.10%
3-year-0.78%
5-year4.99%
10-year4.48%