Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EEMGX (MFS Emerging Markets Equity Research Fund R4) | 18.80% | 40.19% | 19.53% | 5.83% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EEMGX (MFS Emerging Markets Equity Research Fund R4) | 02/24/2021 | 06/05/2026 |
| 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 (%) | -4.36 | 40.19 | 19.53 | 5.83 | NA | NA | NA | … | … | 18.80 | 30.99 | 7.30 | 9.22 | -22.26 | -5.04 |
| Sharpe Ratio | NA | 2.88 | 1.24 | 0.28 | NA | NA | NA | … | … | 3.27 | 1.91 | 0.28 | 0.44 | -1.15 | -0.43 |
| Standard Deviation(%) | NA | 16.03 | 14.89 | 15.90 | NA | NA | NA | … | … | 20.65 | 14.81 | 13.21 | 12.89 | 20.70 | 13.73 |
| Draw Down(%) | NA | 12.27 | 16.58 | 38.14 | NA | NA | NA | … | … | 12.27 | 13.65 | 9.15 | 11.86 | 34.79 | 10.19 |
| Yield(%) | 0.00 | 2.20 | 2.36 | 1.40 | 0.71 | 0.47 | 0.36 | … | … | 0.00 | 2.45 | 1.57 | 3.16 | 0.91 | 0.80 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| EEMGX (MFS Emerging Markets Equity Research Fund R4) |
-6.04%
May 2021 – May 2024 |
3.78%
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 |
|---|---|---|---|---|
| EEMGX (MFS Emerging Markets Equity Research Fund R4) |
22.69%
May 2023 – May 2026 |
7.01%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart