Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEQRX (MFS GLOBAL EQUITY FUND R2) | 0.16% | 6.61% | 8.40% | 0.24% | 6.39% | 7.05% | 6.52% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEQRX (MFS GLOBAL EQUITY FUND R2) | 11/03/2003 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 6.61 | 8.40 | 0.24 | 6.39 | 7.05 | 6.52 | … | … | 0.16 | 13.26 | 5.23 | 14.06 | -24.76 | 11.07 | 11.32 | 29.91 | -10.06 | 23.27 | 6.81 | -1.91 | 3.50 | 27.17 | 23.09 | -4.76 | 11.70 | 30.88 | -33.94 | 8.47 | 23.81 | 6.95 | 18.03 | 8.34 |
| Sharpe Ratio | NA | 0.44 | 0.41 | -0.14 | 0.29 | NA | NA | … | … | -0.07 | 0.69 | 0.15 | 0.83 | -1.11 | 0.85 | 0.35 | 2.56 | -0.82 | 3.61 | 0.47 | -0.14 | 0.32 | 2.38 | 1.56 | -0.19 | 0.61 | 1.19 | -0.93 | 0.37 | 1.92 | 0.56 | 1.48 | 7.46 |
| Standard Deviation(%) | NA | 12.51 | 12.99 | 15.85 | 16.68 | NA | NA | … | … | 14.67 | 15.14 | 10.58 | 12.65 | 23.76 | 12.93 | 31.45 | 11.11 | 14.06 | 6.29 | 14.19 | 14.11 | 10.80 | 11.42 | 14.90 | 25.24 | 18.99 | 25.83 | 37.43 | 14.49 | 10.69 | 8.31 | 11.52 | 8.71 |
| Draw Down(%) | NA | 13.37 | 15.03 | 31.57 | 33.87 | NA | NA | … | … | 13.37 | 15.03 | 6.13 | 14.11 | 28.41 | 8.90 | 33.87 | 5.41 | 19.17 | 2.23 | 9.00 | 13.25 | 10.69 | 6.81 | 12.45 | 22.29 | 15.76 | 26.50 | 45.76 | 9.17 | 10.01 | 6.37 | 7.03 | 1.86 |
| Yield(%) | 0.00 | 19.32 | 13.16 | 6.31 | 6.46 | 6.55 | 6.04 | … | … | 0.00 | 20.64 | 12.65 | 9.07 | 0.19 | 0.10 | 0.18 | 2.33 | 4.81 | 2.97 | 1.23 | 1.60 | 1.50 | 1.38 | 1.34 | 1.21 | 0.20 | 0.87 | 5.06 | 12.05 | 14.74 | 4.70 | 0.16 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEQRX (MFS GLOBAL EQUITY FUND R2) |
-11.86%
Feb 2006 – Feb 2009 |
-2.72%
Feb 2004 – Feb 2009 |
4.19%
Oct 2013 – Oct 2023 |
4.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEQRX (MFS GLOBAL EQUITY FUND R2) |
24.13%
Feb 2009 – Feb 2012 |
22.11%
Feb 2009 – Feb 2014 |
13.76%
Feb 2009 – Feb 2019 |
10.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart