Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEMBX (MFS EMERGING MARKETS EQUITY FUND B) | 20.60% | 45.25% | 21.87% | 5.85% | 8.47% | 3.39% | 4.52% | … | … |
Data as of 06/03/2026, Common starting date is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEMBX (MFS EMERGING MARKETS EQUITY FUND B) | 12/27/1995 | 06/03/2026 |
| 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 (%) | 2.41 | 45.25 | 21.87 | 5.85 | 8.47 | 3.39 | 4.52 | … | … | 20.60 | 32.47 | 10.15 | 10.01 | -20.68 | -7.68 | 9.34 | 18.93 | -14.69 | 36.36 | 7.76 | -13.56 | -7.57 | -6.16 | 17.83 | -19.43 | 22.16 | 66.86 | -55.38 | 34.24 | 28.91 | 34.63 | 25.94 | 51.31 | -3.37 | -2.97 | -24.51 | 46.88 | -33.35 | 10.30 | 7.23 | 0.11 |
| Sharpe Ratio | NA | 2.64 | 1.26 | 0.19 | 0.40 | NA | NA | … | … | 2.55 | 2.05 | 0.49 | 0.49 | -1.03 | -0.54 | 0.32 | 1.35 | -1.00 | 4.19 | 0.47 | -0.86 | -0.65 | -0.49 | 1.17 | -0.80 | 1.15 | 2.23 | -1.12 | 1.34 | 1.36 | 2.62 | 1.51 | 3.90 | -0.24 | -0.27 | -1.25 | 2.23 | -1.45 | 0.38 | 0.40 | 2.76 |
| Standard Deviation(%) | NA | 14.86 | 14.47 | 15.98 | 16.76 | NA | NA | … | … | 18.89 | 14.54 | 13.40 | 13.01 | 21.48 | 14.20 | 28.51 | 12.89 | 16.08 | 8.56 | 15.93 | 15.73 | 11.68 | 12.73 | 15.39 | 24.18 | 19.14 | 29.92 | 50.20 | 23.35 | 18.89 | 12.34 | 16.48 | 12.97 | 18.86 | 20.64 | 23.04 | 19.49 | 25.39 | 17.17 | 8.89 | 4.13 |
| Draw Down(%) | NA | 12.34 | 14.78 | 41.63 | 43.06 | NA | NA | … | … | 12.34 | 13.68 | 8.99 | 11.19 | 34.22 | 18.48 | 36.17 | 11.72 | 24.27 | 3.94 | 12.20 | 24.44 | 17.15 | 16.01 | 16.33 | 28.42 | 15.44 | 22.21 | 65.69 | 17.62 | 24.62 | 10.09 | 20.13 | 11.18 | 29.47 | 31.48 | 37.04 | 15.69 | 45.86 | 22.67 | 8.59 | 0.13 |
| Yield(%) | 0.00 | 1.85 | 1.90 | 1.02 | 0.99 | 0.61 | 2.22 | … | … | 0.00 | 2.04 | 1.73 | 1.85 | 0.00 | 1.00 | 0.00 | 1.14 | 0.00 | 0.00 | 0.00 | 0.00 | 2.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.75 | 7.04 | 15.18 | 8.56 | 9.25 | 0.00 | 0.61 | 0.00 | 0.00 | 0.00 | 0.00 | 0.52 | 1.01 | 1.06 | 0.05 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| MEMBX (MFS EMERGING MARKETS EQUITY FUND B) |
-14.96%
Mar 2000 – Mar 2003 |
-10.46%
Sep 1997 – Sep 2002 |
-2.00%
Oct 2012 – Oct 2022 |
-3.13%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEMBX (MFS EMERGING MARKETS EQUITY FUND B) |
45.77%
Mar 2003 – Mar 2006 |
37.00%
Oct 2002 – Oct 2007 |
15.00%
Mar 2001 – Mar 2011 |
10.84%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart