Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDIOX (MFS INTERNATIONAL DIVERSIFICATION FUND R1) | 9.40% | 20.48% | 15.10% | 5.31% | 8.28% | 6.34% | 5.63% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDIOX (MFS INTERNATIONAL DIVERSIFICATION FUND R1) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 20.48 | 15.10 | 5.31 | 8.28 | 6.34 | 5.63 | … | … | 9.40 | 26.58 | 5.35 | 13.19 | -19.60 | 5.71 | 13.00 | 24.75 | -11.93 | 28.95 | 1.38 | -0.80 | -4.80 | 16.07 | 17.24 | -10.10 | 12.46 | 33.16 | -40.64 | 11.91 | 26.21 | 11.65 |
| Sharpe Ratio | NA | 1.51 | 0.95 | 0.20 | 0.46 | NA | NA | … | … | 1.35 | 1.81 | 0.15 | 0.84 | -1.03 | 0.51 | 0.49 | 2.36 | -1.04 | 4.20 | 0.07 | -0.06 | -0.49 | 1.47 | 1.21 | -0.41 | 0.67 | 1.24 | -1.04 | 0.54 | 1.65 | 1.36 |
| Standard Deviation(%) | NA | 12.47 | 12.62 | 14.26 | 14.80 | NA | NA | … | … | 15.64 | 13.17 | 11.37 | 11.51 | 20.40 | 11.22 | 25.92 | 9.85 | 12.84 | 6.77 | 15.51 | 13.88 | 9.81 | 10.90 | 14.37 | 24.78 | 18.56 | 26.70 | 39.87 | 16.35 | 13.90 | 10.14 |
| Draw Down(%) | NA | 11.43 | 12.83 | 31.53 | 31.53 | NA | NA | … | … | 11.43 | 12.62 | 8.83 | 11.58 | 29.25 | 6.39 | 30.22 | 6.82 | 19.27 | 2.44 | 10.73 | 15.07 | 12.14 | 9.16 | 13.55 | 22.43 | 16.24 | 26.13 | 52.54 | 12.20 | 16.68 | 6.23 |
| Yield(%) | 0.00 | 4.61 | 3.89 | 2.12 | 2.39 | 1.94 | 2.46 | … | … | 0.00 | 5.31 | 2.73 | 3.73 | 0.00 | 0.86 | 0.00 | 2.16 | 1.83 | 0.98 | 1.26 | 1.28 | 0.59 | 0.28 | 0.20 | 0.17 | 0.16 | 1.27 | 2.19 | 11.10 | 5.92 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIOX (MFS INTERNATIONAL DIVERSIFICATION FUND R1) |
-14.14%
Feb 2006 – Feb 2009 |
-3.88%
May 2007 – May 2012 |
1.54%
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 |
|---|---|---|---|---|
| MDIOX (MFS INTERNATIONAL DIVERSIFICATION FUND R1) |
22.54%
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