Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDIGX (MFS INTERNATIONAL DIVERSIFICATION FUND C) | 9.39% | 20.51% | 15.10% | 5.32% | 8.29% | 6.34% | 5.64% | … | … |
Data as of 06/04/2026, Common starting date is 12/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDIGX (MFS INTERNATIONAL DIVERSIFICATION FUND C) | 12/29/2004 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 20.51 | 15.10 | 5.32 | 8.29 | 6.34 | 5.64 | … | … | 9.39 | 26.58 | 5.39 | 13.16 | -19.59 | 5.72 | 13.02 | 24.74 | -11.91 | 29.00 | 1.40 | -0.89 | -4.76 | 16.05 | 17.24 | -10.07 | 12.42 | 33.24 | -40.69 | 12.08 | 26.29 | 15.83 | 0.66 |
| Sharpe Ratio | NA | 1.51 | 0.95 | 0.20 | 0.46 | NA | NA | … | … | 1.35 | 1.80 | 0.15 | 0.83 | -1.03 | 0.51 | 0.49 | 2.36 | -1.04 | 4.22 | 0.08 | -0.07 | -0.49 | 1.47 | 1.21 | -0.41 | 0.67 | 1.24 | -1.04 | 0.55 | 1.65 | 1.43 | 13.60 |
| Standard Deviation(%) | NA | 12.49 | 12.65 | 14.27 | 14.80 | NA | NA | … | … | 15.66 | 13.19 | 11.39 | 11.55 | 20.41 | 11.19 | 25.86 | 9.86 | 12.80 | 6.74 | 15.53 | 13.94 | 9.80 | 10.86 | 14.36 | 24.71 | 18.53 | 26.67 | 39.92 | 16.32 | 13.92 | 9.51 | 9.32 |
| Draw Down(%) | NA | 11.46 | 12.83 | 31.54 | 31.54 | NA | NA | … | … | 11.46 | 12.61 | 8.82 | 11.57 | 29.29 | 6.39 | 30.23 | 6.86 | 19.24 | 2.46 | 10.71 | 15.09 | 12.15 | 9.17 | 13.51 | 22.50 | 16.24 | 26.12 | 52.56 | 12.19 | 16.70 | 8.19 | 0.09 |
| Yield(%) | 0.00 | 4.55 | 3.74 | 2.07 | 2.32 | 1.88 | 2.39 | … | … | 0.00 | 5.24 | 2.52 | 3.50 | 0.00 | 0.96 | 0.00 | 1.97 | 1.71 | 1.04 | 1.21 | 1.29 | 0.44 | 0.33 | 0.27 | 0.00 | 0.00 | 0.93 | 2.18 | 10.87 | 5.74 | 2.97 | 0.66 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MDIGX (MFS INTERNATIONAL DIVERSIFICATION FUND C) |
-14.08%
Feb 2006 – Feb 2009 |
-3.86%
May 2007 – May 2012 |
1.55%
Dec 2006 – Dec 2016 |
1.42%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIGX (MFS INTERNATIONAL DIVERSIFICATION FUND C) |
22.55%
Feb 2009 – Feb 2012 |
17.65%
Feb 2009 – Feb 2014 |
10.44%
Feb 2009 – Feb 2019 |
8.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart