Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EEMRX (MFS Emerging Markets Equity Research Fund C) | 25.90% | 50.15% | 20.79% | 6.06% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EEMRX (MFS Emerging Markets Equity Research Fund C) | 02/24/2021 | 06/03/2026 |
| 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 (%) | 2.27 | 50.15 | 20.79 | 6.06 | NA | NA | NA | … | … | 25.90 | 29.61 | 6.22 | 8.21 | -23.05 | -5.89 |
| Sharpe Ratio | NA | 2.78 | 1.16 | 0.21 | NA | NA | NA | … | … | 3.18 | 1.81 | 0.20 | 0.36 | -1.18 | -0.50 |
| Standard Deviation(%) | NA | 16.03 | 14.94 | 15.94 | NA | NA | NA | … | … | 20.68 | 14.86 | 13.30 | 12.89 | 20.78 | 13.66 |
| Draw Down(%) | NA | 12.43 | 17.11 | 38.94 | NA | NA | NA | … | … | 12.43 | 13.80 | 9.23 | 11.99 | 35.26 | 10.64 |
| Yield(%) | 0.00 | 1.37 | 1.48 | 0.79 | 0.40 | 0.27 | 0.20 | … | … | 0.00 | 1.50 | 0.99 | 2.01 | 0.23 | 0.36 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| EEMRX (MFS Emerging Markets Equity Research Fund C) |
-7.02%
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 |
|---|---|---|---|---|
| EEMRX (MFS Emerging Markets Equity Research Fund C) |
21.46%
May 2023 – May 2026 |
5.92%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart