Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EEMDX (MFS Emerging Markets Equity Research Fund R1) | 25.00% | 47.67% | 20.49% | 5.84% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EEMDX (MFS Emerging Markets Equity Research Fund R1) | 02/24/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | 47.67 | 20.49 | 5.84 | NA | NA | NA | … | … | 25.00 | 29.61 | 6.33 | 8.07 | -23.04 | -5.89 |
| Sharpe Ratio | NA | 2.79 | 1.16 | 0.21 | NA | NA | NA | … | … | 3.20 | 1.81 | 0.20 | 0.34 | -1.18 | -0.50 |
| Standard Deviation(%) | NA | 15.99 | 14.92 | 15.93 | NA | NA | NA | … | … | 20.64 | 14.84 | 13.30 | 12.92 | 20.74 | 13.66 |
| Draw Down(%) | NA | 12.35 | 17.16 | 38.94 | NA | NA | NA | … | … | 12.35 | 13.82 | 9.14 | 11.99 | 35.26 | 10.64 |
| Yield(%) | 0.00 | 1.21 | 1.45 | 0.77 | 0.39 | 0.26 | 0.20 | … | … | 0.00 | 1.34 | 0.95 | 2.16 | 0.24 | 0.36 |
Data as of 06/04/2026, Common starting date is 02/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEMDX (MFS Emerging Markets Equity Research Fund R1) |
-7.01%
May 2021 – May 2024 |
2.72%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEMDX (MFS Emerging Markets Equity Research Fund R1) |
21.48%
May 2023 – May 2026 |
5.93%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart