MIDGX Performance — MFS International New Discovery Fund, Class R1
Data updated: 2026-08-25
MIDGX returned +5.80% year to date and +6.48% over one year to Jun 2026. Annualised returns are +8.86% over 3 years and +1.87% over 5 years. The fund trailed its International Mid-Cap Growth category average: $100 invested three years ago grew to $129, against $147 for the category, and to $106 over one year, against $115. Volatility over the past three years was 13.22% a year. In the 12 months to Jun 2026 the fund took in a net $839.3M, and assets reached $7.63B.
MIDGX Growth of $100
What $100 invested in MFS International New Discovery Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the International Mid-Cap Growth category average over the same months.
| Period | MIDGX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $106 | $115 |
| 3 years (Jul 2023 – Jun 2026) | $129 | $147 |
| 5 years (Jul 2021 – Jun 2026) | $110 | $129 |
| Since data start (Jul 2019 – Jun 2026) | $134 | $183 |
MIDGX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +5.80% |
| 1 year | +6.48% |
| 3 years (annualised) | +8.86% |
| 5 years (annualised) | +1.87% |
MIDGX Annual Returns
Calendar-year total returns of MFS International New Discovery Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +5.80% |
| 2025 | +15.76% |
| 2024 | −0.10% |
| 2023 | +11.93% |
| 2022 | −19.41% |
| 2021 | +3.86% |
| 2020 | +8.90% |
| 2019 (Jul–Dec) | +7.71% |
MIDGX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.5% | +4.9% | −9.9% | +6.9% | +2.5% | −1.3% | — | — | — | — | — | — |
| 2025 | +0.9% | +0.8% | +0.5% | +4.4% | +4.2% | +3.4% | −1.9% | +3.0% | +0.6% | −1.8% | +0.4% | +0.3% |
| 2024 | −2.9% | +1.6% | +2.5% | −2.2% | +2.3% | −1.1% | +5.0% | +2.6% | +3.2% | −6.0% | −0.5% | −4.0% |
| 2023 | +7.2% | −3.7% | +2.4% | +1.9% | −3.5% | +2.2% | +3.4% | −2.7% | −4.8% | −3.7% | +8.1% | +5.7% |
| 2022 | −7.2% | −1.7% | −2.2% | −5.9% | +0.1% | −7.7% | +6.1% | −5.0% | −9.7% | +3.3% | +11.5% | −0.9% |
| 2021 | −1.8% | −0.8% | +2.8% | +2.4% | +2.2% | −0.3% | +1.1% | +2.6% | −3.6% | +0.8% | −4.2% | +3.0% |
| 2020 | −2.6% | −8.8% | −15.9% | +9.7% | +6.9% | +1.6% | +3.7% | +5.5% | −0.6% | −2.5% | +10.2% | +4.6% |
| 2019 | — | — | — | — | — | — | −1.7% | −1.0% | +1.2% | +4.0% | +1.7% | +3.5% |
MIDGX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 13.22%
- 3-year Sharpe ratio: 0.33 (vs 4.5% risk-free rate)
- Best month: +8.07% (Nov 2023)
- Worst month: −9.86% (Mar 2026)
MIDGX Fund Flows
Monthly money in and out of MFS International New Discovery Fund, from SEC Form N-PORT.
- 12-month net flow: $839.3M
- 12-month gross sales (incl. reinvestments): $1.7B
- Sales ÷ redemptions: 1.97×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $26.9M | $76.2M | −$49.4M |
| May 2026 | $26.3M | $150.1M | −$123.8M |
| Apr 2026 | $30.8M | $127.3M | −$96.6M |
| Mar 2026 | $31.3M | $102.1M | −$70.8M |
| Feb 2026 | $37.5M | $70.5M | −$33.0M |
| Jan 2026 | $37.2M | $48.9M | −$11.7M |
| Dec 2025 | $280.4M | $58.2M | $222.3M |
| Nov 2025 | $75.2M | $35.8M | $39.5M |
| Oct 2025 | $691.5M | $62.9M | $628.6M |
| Sep 2025 | $18.5M | $45.4M | −$26.9M |
| Aug 2025 | $27.1M | $35.6M | −$8.6M |
| Jul 2025 | $424.8M | $55.1M | $369.6M |
MIDGX Assets Under Management
Net assets of MFS International New Discovery Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $7.63B |
| 2026-03-31 | $7.28B |
| 2025-12-31 | $7.55B |
| 2025-09-30 | $6.95B |
| 2025-06-30 | $6.49B |
| 2025-03-31 | $5.93B |
| 2024-12-31 | $5.85B |
| 2024-09-30 | $6.62B |
| 2024-06-30 | $6.24B |
| 2024-03-31 | $6.42B |
| 2023-12-31 | $6.47B |
| 2023-09-30 | $6.04B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.