Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDIMX (MFS INTERNATIONAL DIVERSIFICATION FUND 529B) | NA | 0.98% | -1.03% | 5.74% | 1.59% | NA | NA | … | … |
Data as of 12/29/2016, Common starting date is 12/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDIMX (MFS INTERNATIONAL DIVERSIFICATION FUND 529B) | 12/29/2004 | 12/29/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.98 | -1.03 | 5.74 | 1.59 | NA | NA | … | … | 2.65 | -0.87 | -4.86 | 15.98 | 17.17 | -10.11 | 12.25 | 33.13 | -40.74 | 11.84 | 26.09 | 15.52 | 0.58 |
| Sharpe Ratio | NA | 0.05 | -0.08 | 0.44 | 0.05 | NA | NA | … | … | 0.17 | -0.06 | -0.50 | 1.46 | 1.20 | -0.41 | 0.66 | 1.24 | -1.04 | 0.54 | 1.64 | 1.42 | 12.52 |
| Standard Deviation(%) | NA | 14.33 | 12.90 | 12.88 | 21.05 | NA | NA | … | … | 14.11 | 13.90 | 9.84 | 10.90 | 14.34 | 24.75 | 18.52 | 26.60 | 39.96 | 16.28 | 13.95 | 9.41 | 8.48 |
| Draw Down(%) | NA | 12.17 | 19.90 | 19.90 | 57.28 | NA | NA | … | … | 10.72 | 15.12 | 12.15 | 9.20 | 13.55 | 22.51 | 16.22 | 26.16 | 52.57 | 12.17 | 16.71 | 8.19 | 0.09 |
| Yield(%) | 0.00 | 1.28 | 0.52 | 0.46 | 1.52 | 1.97 | 1.48 | … | … | 0.00 | 1.28 | 0.37 | 0.11 | 0.00 | 0.00 | 0.16 | 0.92 | 2.16 | 10.57 | 5.49 | 1.86 | 0.49 |
Data as of 12/29/2016, 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 |
|---|---|---|---|---|
| MDIMX (MFS INTERNATIONAL DIVERSIFICATION FUND 529B) |
-14.23%
Feb 2006 – Feb 2009 |
-3.96%
May 2007 – May 2012 |
1.91%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIMX (MFS INTERNATIONAL DIVERSIFICATION FUND 529B) |
22.48%
Feb 2009 – Feb 2012 |
17.57%
Feb 2009 – Feb 2014 |
6.46%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart