Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MEMAX (MFS EMERGING MARKETS EQUITY FUND A) | 17.43% | 16.73% | 13.29% | 5.45% | 4.83% | 3.39% | 5.08% | 5.60% |
Data as of 07/11/2025, AR inception is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEMAX (MFS EMERGING MARKETS EQUITY FUND A) | 12/27/1995 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.86 | 16.73 | 13.29 | 5.45 | 4.83 | 3.39 | 5.08 | 5.60 | 17.43 | 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 | 0.84 | 0.67 | 0.20 | 0.21 | NA | NA | 0.19 | 1.95 | 0.33 | 0.51 | -1.00 | -0.49 | 0.35 | 1.43 | -0.96 | 4.32 | 0.53 | -0.82 | -0.59 | -0.43 | 1.22 | -0.78 | 1.20 | 2.27 | -1.11 | 1.38 | 1.41 | 2.70 | 1.56 | 3.94 | -0.26 | -0.28 | -1.23 | 2.27 | -1.43 | 0.43 | 0.48 | 2.39 |
| Standard Deviation(%) | NA | 16.03 | 14.92 | 15.94 | 17.00 | NA | NA | 20.06 | 17.02 | 13.38 | 13.00 | 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 | 14.49 | 17.40 | 42.32 | 42.32 | NA | NA | 67.04 | 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 | 2.34 | 2.16 | 1.70 | 1.35 | 1.24 | 3.62 | 4.47 | 0.00 | 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 07/11/2025, AR inception 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