MFS Active International ETF (MFSI) Performance
MFSI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +7.6% since Dec 31, 2025
- 1 year
- +10.9% total return
- Since first price
- +30.3% since 2024
MFSI trailing returns vs SPY, QQQ, AGG
| Period | MFSI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.7% | −0.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.6% | +1.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +5.4% | +5.4% | +7.8% | +8.4% | −1.5% |
| YTD | +7.6% | +7.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +10.9% | +10.0% | +14.4% | +15.9% | −1.1% |
| Since inceptionDec 5, 2024 | +30.3% | +29.2% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: MFSI vs SPY
From Dec 5, 2024: MFSI grew to $13,026, SPY to $12,816.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
MFSI returns by calendar year
1 of 1 full years positive. Best 2025 (+26.4%), worst 2025 (+26.4%). 2026 is year to date.
MFSI annual returns table
| Year | MFSI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +7.6% | −11.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +26.4% | −13.7% | +17.7% | +20.8% | +7.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
MFSI largest drawdowns
Now 3.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 19, 2025 | −13.7% | Apr 8, 2025 | May 2, 2025 | 20 days | 44 days |
| Feb 26, 2026 | −11.2% | Mar 27, 2026 | May 28, 2026 | 29 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
MFSI risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +19.1% |
| Volatility (annualized) | 10.4% |
| Sharpe ratio | 1.38 |
| Sortino ratio | 2.08 |
| Best month | +5.5% |
| Worst month | −8.1% |
| Best 12 months | +27.1% |
| Worst 12 months | +11.5% |
| Positive months | 86% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
MFSI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 11 | +11.2% | +18.3% | +27.1% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
MFSI performance overview
MFS Active International ETF (MFSI) returned +10.9% over the past year, with distributions reinvested. Since its first recorded price on Dec 5, 2024 it has returned +30.3%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −13.7%, from Mar 19, 2025 to Apr 8, 2025, and it took 24 days to get back to the old high. Volatility has been 10.4% a year.
Related: MFSI chart, MFSI holdings, MFSI dividends. See the MFSI overview for the latest quote and fund facts.
MFSI performance FAQ
What is the MFSI return over the past year?
MFSI returned +10.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 10.0%.
How much would $10,000 invested in MFSI be worth?
$10,000 invested in MFSI at its first recorded close on December 5, 2024 would be worth about $13,026 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of MFSI?
The largest peak-to-trough decline was −13.7% between March 19, 2025 and April 8, 2025. It recovered to the old high on May 2, 2025, 24 days after the bottom.
How volatile is MFSI?
Over the past history MFSI had an annualized volatility of 10.4% and a Sharpe ratio of 1.38 (excess return over 1–3 month T-bills per unit of risk).