Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDIFX (MFS INTERNATIONAL DIVERSIFICATION FUND B) | 8.86% | 20.60% | 14.90% | 5.37% | 8.30% | 6.26% | 5.62% | … | … |
Data as of 06/03/2026, Common starting date is 12/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDIFX (MFS INTERNATIONAL DIVERSIFICATION FUND B) | 12/29/2004 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 20.60 | 14.90 | 5.37 | 8.30 | 6.26 | 5.62 | … | … | 8.86 | 26.58 | 5.36 | 13.15 | -19.54 | 5.74 | 13.04 | 24.73 | -11.91 | 28.91 | 1.43 | -0.84 | -4.83 | 16.07 | 17.28 | -10.11 | 12.37 | 33.27 | -40.63 | 12.07 | 26.23 | 15.91 | 0.58 |
| Sharpe Ratio | NA | 1.51 | 0.95 | 0.20 | 0.46 | NA | NA | … | … | 1.36 | 1.81 | 0.15 | 0.83 | -1.03 | 0.51 | 0.49 | 2.35 | -1.04 | 4.22 | 0.08 | -0.06 | -0.49 | 1.47 | 1.21 | -0.41 | 0.66 | 1.25 | -1.04 | 0.55 | 1.64 | 1.44 | 10.10 |
| Standard Deviation(%) | NA | 12.48 | 12.61 | 14.25 | 14.79 | NA | NA | … | … | 15.65 | 13.18 | 11.35 | 11.50 | 20.39 | 11.21 | 25.89 | 9.89 | 12.81 | 6.72 | 15.53 | 13.88 | 9.81 | 10.90 | 14.41 | 24.80 | 18.54 | 26.52 | 39.93 | 16.27 | 13.96 | 9.51 | 10.40 |
| Draw Down(%) | NA | 11.47 | 12.82 | 31.53 | 31.53 | NA | NA | … | … | 11.47 | 12.64 | 8.79 | 11.56 | 29.28 | 6.38 | 30.20 | 6.83 | 19.25 | 2.49 | 10.74 | 15.07 | 12.18 | 9.13 | 13.54 | 22.51 | 16.20 | 26.17 | 52.58 | 12.18 | 16.75 | 8.11 | 0.18 |
| Yield(%) | 0.00 | 3.97 | 3.36 | 1.86 | 2.11 | 1.66 | 2.24 | … | … | 0.00 | 4.55 | 2.32 | 3.25 | 0.00 | 0.78 | 0.00 | 1.82 | 1.66 | 0.93 | 1.11 | 1.19 | 0.26 | 0.00 | 0.11 | 0.00 | 0.00 | 0.82 | 2.17 | 10.80 | 5.69 | 2.96 | 0.67 |
Data as of 06/03/2026, Common starting date is 12/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIFX (MFS INTERNATIONAL DIVERSIFICATION FUND B) |
-14.07%
Feb 2006 – Feb 2009 |
-3.86%
May 2007 – May 2012 |
1.56%
Dec 2006 – Dec 2016 |
1.43%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIFX (MFS INTERNATIONAL DIVERSIFICATION FUND B) |
22.55%
Feb 2009 – Feb 2012 |
17.65%
Feb 2009 – Feb 2014 |
10.44%
Feb 2009 – Feb 2019 |
8.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart