Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEMFX (MFS EMERGING MARKETS EQUITY FUND R2) | 14.75% | 36.19% | 20.37% | 5.26% | 8.35% | 3.61% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEMFX (MFS EMERGING MARKETS EQUITY FUND R2) | 10/07/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.13 | 36.19 | 20.37 | 5.26 | 8.35 | 3.61 | NA | … | … | 14.75 | 33.12 | 10.68 | 10.58 | -20.31 | -7.19 | 9.89 | 19.52 | -14.28 | 37.05 | 8.33 | -13.15 | -7.14 | -5.66 | 18.40 | -19.02 | 23.03 | 67.68 | -8.09 |
| Sharpe Ratio | NA | 2.68 | 1.30 | 0.22 | 0.43 | NA | NA | … | … | 2.58 | 2.08 | 0.53 | 0.54 | -1.02 | -0.51 | 0.34 | 1.40 | -0.98 | 4.26 | 0.51 | -0.84 | -0.61 | -0.45 | 1.20 | -0.78 | 1.20 | 2.26 | -0.37 |
| Standard Deviation(%) | NA | 14.90 | 14.48 | 15.98 | 16.76 | NA | NA | … | … | 18.92 | 14.57 | 13.38 | 13.00 | 21.48 | 14.20 | 28.50 | 12.90 | 16.07 | 8.58 | 15.93 | 15.77 | 11.74 | 12.75 | 15.39 | 24.58 | 19.14 | 29.92 | 81.60 |
| Draw Down(%) | NA | 12.29 | 14.59 | 41.23 | 42.57 | NA | NA | … | … | 12.29 | 13.66 | 8.95 | 11.05 | 33.98 | 18.14 | 36.11 | 11.56 | 23.94 | 3.92 | 12.20 | 24.33 | 17.04 | 15.85 | 16.20 | 28.27 | 15.23 | 22.13 | 32.49 |
| Yield(%) | 0.00 | 2.96 | 2.91 | 1.69 | 1.78 | 1.15 | 2.20 | … | … | 0.00 | 3.32 | 2.59 | 2.73 | 0.67 | 1.66 | 0.37 | 1.82 | 0.24 | 0.00 | 0.52 | 0.10 | 3.09 | 0.36 | 0.91 | 0.38 | 0.54 | 2.01 | 15.55 |
Data as of 06/05/2026, Common starting date is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEMFX (MFS EMERGING MARKETS EQUITY FUND R2) |
-11.09%
Feb 2013 – Feb 2016 |
-7.04%
Feb 2011 – Feb 2016 |
-1.51%
Oct 2012 – Oct 2022 |
2.06%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEMFX (MFS EMERGING MARKETS EQUITY FUND R2) |
30.34%
Feb 2009 – Feb 2012 |
15.39%
Nov 2008 – Nov 2013 |
9.26%
Feb 2016 – Feb 2026 |
5.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart