Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MEMIX (MFS EMERGING MARKETS EQUITY FUND I) | 20.20% | 24.88% | 14.01% | 5.81% | 5.82% | 3.58% | 5.29% | 5.87% |
Data as of 07/25/2025, AR inception is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEMIX (MFS EMERGING MARKETS EQUITY FUND I) | 12/22/1997 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 24.88 | 14.01 | 5.81 | 5.82 | 3.58 | 5.29 | 5.87 | 20.20 | 11.23 | 11.14 | -19.87 | -6.76 | 10.47 | 20.13 | -13.84 | 37.74 | 8.86 | -12.41 | -6.68 | -5.21 | 19.02 | -18.61 | 23.36 | 68.55 | -54.97 | 35.58 | 30.19 | 35.95 | 27.20 | 52.86 | -2.40 | -2.06 | -23.72 | 48.34 | -33.19 | 3.30 |
| Sharpe Ratio | NA | 1.36 | 0.71 | 0.25 | 0.25 | NA | NA | 0.21 | 2.16 | 0.35 | 0.53 | -0.99 | -0.48 | 0.36 | 1.45 | -0.95 | 4.35 | 0.54 | -0.79 | -0.57 | -0.41 | 1.25 | -0.77 | 1.21 | 2.29 | -1.11 | 1.40 | 1.43 | 2.74 | 1.60 | 4.06 | -0.23 | -0.22 | -1.21 | 2.54 | -1.48 | 16.04 |
| Standard Deviation(%) | NA | 15.96 | 14.91 | 15.92 | 16.99 | NA | NA | 20.45 | 16.62 | 13.39 | 13.03 | 21.47 | 14.22 | 28.49 | 12.88 | 16.06 | 8.56 | 15.92 | 15.78 | 11.73 | 12.73 | 15.37 | 24.18 | 19.16 | 29.89 | 50.24 | 23.36 | 18.88 | 12.34 | 16.43 | 12.86 | 15.10 | 20.58 | 22.93 | 17.78 | 24.58 | 17.95 |
| Draw Down(%) | NA | 14.36 | 17.37 | 42.09 | 42.09 | NA | NA | 66.92 | 13.63 | 8.88 | 10.97 | 33.75 | 17.80 | 36.04 | 11.38 | 23.59 | 3.91 | 12.17 | 24.22 | 16.94 | 15.64 | 16.11 | 28.13 | 15.36 | 22.07 | 65.53 | 17.58 | 24.54 | 9.99 | 20.05 | 11.05 | 25.72 | 31.23 | 36.57 | 14.66 | 45.59 | 1.00 |
| Yield(%) | 0.00 | 2.54 | 2.27 | 1.80 | 1.65 | 1.41 | 3.69 | 4.52 | 0.00 | 2.75 | 2.78 | 0.93 | 1.88 | 0.75 | 2.10 | 0.66 | 0.37 | 0.85 | 0.54 | 3.07 | 0.60 | 1.15 | 0.63 | 0.46 | 2.10 | 6.95 | 15.27 | 9.12 | 9.59 | 0.50 | 1.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.93 |
Data as of 07/25/2025, AR inception is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEMIX (MFS EMERGING MARKETS EQUITY FUND I) |
-14.11%
Mar 2000 - Mar 2003 |
-8.12%
Mar 1998 - Mar 2003 |
-0.99%
Oct 2012 - Oct 2022 |
-2.13%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEMIX (MFS EMERGING MARKETS EQUITY FUND I) |
47.21%
Mar 2003 - Mar 2006 |
38.38%
Oct 2002 - Oct 2007 |
16.14%
Mar 2001 - Mar 2011 |
11.97%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart