Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEMCX (Mfs Emerging Markets Equity Fund Class) | 14.46% | 35.50% | 19.76% | 4.73% | 7.81% | 3.09% | 4.27% | … | … |
Data as of 06/05/2026, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEMCX (Mfs Emerging Markets Equity Fund Class) | 12/22/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.16 | 35.50 | 19.76 | 4.73 | 7.81 | 3.09 | 4.27 | … | … | 14.46 | 32.48 | 10.14 | 10.01 | -20.69 | -7.67 | 9.36 | 18.90 | -14.66 | 36.38 | 7.76 | -13.57 | -7.60 | -6.13 | 17.81 | -19.40 | 22.37 | 66.87 | -55.38 | 34.23 | 28.91 | 34.64 | 25.98 | 51.27 | -3.39 | -3.13 | -24.47 | 46.86 | -33.71 | 3.20 |
| Sharpe Ratio | NA | 2.08 | 1.12 | 0.13 | 0.37 | NA | NA | … | … | 1.70 | 2.04 | 0.49 | 0.49 | -1.03 | -0.54 | 0.32 | 1.35 | -1.00 | 4.18 | 0.47 | -0.86 | -0.65 | -0.48 | 1.16 | -0.80 | 1.16 | 2.23 | -1.12 | 1.34 | 1.36 | 2.62 | 1.52 | 3.92 | -0.30 | -0.27 | -1.25 | 2.45 | -1.51 | 14.99 |
| Standard Deviation(%) | NA | 15.81 | 14.73 | 16.15 | 16.84 | NA | NA | … | … | 20.32 | 14.58 | 13.38 | 12.98 | 21.47 | 14.22 | 28.50 | 12.88 | 16.05 | 8.58 | 15.91 | 15.72 | 11.73 | 12.75 | 15.38 | 24.18 | 19.14 | 29.93 | 50.25 | 23.33 | 18.88 | 12.35 | 16.46 | 12.91 | 15.08 | 20.73 | 23.00 | 17.76 | 24.60 | 18.04 |
| Draw Down(%) | NA | 12.31 | 14.79 | 41.57 | 43.07 | NA | NA | … | … | 12.31 | 13.70 | 8.97 | 11.14 | 34.21 | 18.50 | 36.15 | 11.71 | 24.28 | 3.94 | 12.22 | 24.43 | 17.15 | 16.02 | 16.33 | 28.43 | 15.26 | 22.18 | 65.69 | 17.62 | 24.60 | 10.12 | 20.14 | 11.17 | 26.05 | 31.55 | 37.02 | 14.88 | 45.78 | 1.09 |
| Yield(%) | 0.00 | 2.33 | 2.26 | 1.20 | 1.15 | 0.70 | 2.34 | … | … | 0.00 | 2.61 | 2.08 | 1.98 | 0.06 | 1.11 | 0.00 | 1.27 | 0.00 | 0.00 | 0.00 | 0.00 | 2.46 | 0.00 | 0.05 | 0.00 | 0.21 | 1.06 | 7.20 | 15.56 | 8.89 | 9.64 | 0.00 | 0.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 |
Data as of 06/05/2026, Common starting date is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEMCX (Mfs Emerging Markets Equity Fund Class) |
-14.99%
Mar 2000 – Mar 2003 |
-9.01%
Mar 1998 – Mar 2003 |
-2.01%
Oct 2012 – Oct 2022 |
-3.11%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEMCX (Mfs Emerging Markets Equity Fund Class) |
45.75%
Mar 2003 – Mar 2006 |
37.00%
Oct 2002 – Oct 2007 |
15.03%
Mar 2001 – Mar 2011 |
10.85%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart