Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEMAX (MFS EMERGING MARKETS EQUITY FUND A) | 14.87% | 36.51% | 20.67% | 5.53% | 8.63% | 3.87% | 5.02% | … | … |
Data as of 06/05/2026, Common starting date is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEMAX (MFS EMERGING MARKETS EQUITY FUND A) | 12/27/1995 | 06/05/2026 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.14 | 36.51 | 20.67 | 5.53 | 8.63 | 3.87 | 5.02 | … | … | 14.87 | 33.44 | 10.96 | 10.85 | -20.07 | -6.98 | 10.17 | 19.81 | -14.02 | 37.38 | 8.60 | -12.91 | -6.89 | -5.42 | 18.69 | -18.81 | 23.07 | 68.07 | -55.10 | 35.13 | 29.75 | 35.48 | 26.71 | 51.97 | -2.84 | -2.47 | -24.15 | 47.62 | -32.99 | 10.86 | 7.82 | 0.10 |
| Sharpe Ratio | NA | 2.71 | 1.32 | 0.24 | 0.45 | NA | NA | … | … | 2.60 | 2.11 | 0.55 | 0.56 | -1.01 | -0.49 | 0.35 | 1.42 | -0.96 | 4.32 | 0.53 | -0.82 | -0.59 | -0.43 | 1.22 | -0.78 | 1.20 | 2.27 | -1.11 | 1.38 | 1.40 | 2.69 | 1.56 | 3.94 | -0.26 | -0.29 | -1.23 | 2.26 | -1.44 | 0.42 | 0.46 | 2.39 |
| Standard Deviation(%) | NA | 14.87 | 14.48 | 15.98 | 16.75 | NA | NA | … | … | 18.92 | 14.55 | 13.38 | 13.01 | 21.46 | 14.21 | 28.51 | 12.89 | 16.07 | 8.54 | 15.91 | 15.77 | 11.75 | 12.73 | 15.38 | 24.20 | 19.14 | 29.90 | 50.23 | 23.34 | 18.90 | 12.33 | 16.49 | 13.01 | 15.10 | 17.14 | 23.01 | 19.54 | 25.40 | 17.16 | 8.89 | 3.98 |
| Draw Down(%) | NA | 12.27 | 14.49 | 41.01 | 42.32 | NA | NA | … | … | 12.27 | 13.65 | 8.91 | 11.01 | 33.86 | 17.97 | 36.07 | 11.48 | 23.75 | 3.92 | 12.16 | 24.27 | 16.98 | 15.75 | 16.16 | 28.19 | 15.36 | 22.09 | 65.59 | 17.60 | 24.57 | 10.05 | 20.13 | 11.10 | 25.85 | 27.00 | 36.81 | 15.48 | 45.74 | 22.60 | 8.56 | 0.13 |
| Yield(%) | 0.00 | 2.86 | 2.88 | 1.72 | 1.90 | 1.21 | 2.77 | … | … | 0.00 | 3.22 | 2.64 | 2.67 | 0.78 | 1.79 | 0.57 | 1.94 | 0.39 | 0.12 | 0.59 | 0.12 | 2.93 | 0.37 | 0.91 | 0.42 | 0.26 | 1.76 | 7.08 | 15.42 | 9.06 | 9.57 | 0.13 | 1.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.52 | 1.50 | 1.50 | 0.10 |
Data as of 06/05/2026, Common starting date is 12/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEMAX (MFS EMERGING MARKETS EQUITY FUND A) |
-14.53%
Mar 2000 – Mar 2003 |
-10.01%
Sep 1997 – Sep 2002 |
-1.26%
Oct 2012 – Oct 2022 |
-2.40%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEMAX (MFS EMERGING MARKETS EQUITY FUND A) |
46.64%
Mar 2003 – Mar 2006 |
37.81%
Oct 2002 – Oct 2007 |
15.76%
Mar 2003 – Mar 2013 |
11.61%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart