Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGRRX (MFS INTERNATIONAL GROWTH FUND R1) | 2.99% | 8.79% | 11.24% | 3.25% | 7.78% | 5.79% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGRRX (MFS INTERNATIONAL GROWTH FUND R1) | 10/10/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 8.79 | 11.24 | 3.25 | 7.78 | 5.79 | NA | … | … | 2.99 | 19.83 | 7.99 | 13.68 | -17.63 | 1.50 | 14.58 | 25.93 | -9.79 | 31.15 | 1.60 | -0.69 | -6.05 | 12.73 | 18.48 | -11.51 | 14.13 | 36.67 | 4.28 |
| Sharpe Ratio | NA | 0.61 | 0.61 | 0.06 | 0.40 | NA | NA | … | … | 0.38 | 1.24 | 0.36 | 0.82 | -0.89 | 0.11 | 0.53 | 2.31 | -0.82 | 4.20 | 0.09 | -0.05 | -0.57 | 1.10 | 1.17 | -0.43 | 0.75 | 1.40 | 0.31 |
| Standard Deviation(%) | NA | 13.28 | 13.33 | 15.32 | 15.70 | NA | NA | … | … | 16.46 | 13.69 | 12.20 | 12.38 | 21.41 | 13.66 | 26.80 | 10.61 | 13.75 | 7.29 | 15.93 | 14.63 | 10.55 | 11.55 | 15.85 | 27.13 | 18.83 | 26.16 | 67.40 |
| Draw Down(%) | NA | 12.48 | 13.84 | 32.94 | 32.94 | NA | NA | … | … | 12.48 | 13.32 | 8.81 | 13.84 | 27.38 | 11.37 | 29.79 | 6.53 | 16.77 | 2.29 | 9.89 | 15.18 | 13.28 | 9.98 | 14.71 | 24.57 | 16.03 | 24.13 | 24.91 |
| Yield(%) | 0.00 | 5.60 | 5.08 | 2.66 | 3.13 | 2.53 | 3.35 | … | … | 0.00 | 6.36 | 6.44 | 2.54 | 0.22 | 0.15 | 0.14 | 1.68 | 3.13 | 2.59 | 0.66 | 0.86 | 1.68 | 1.08 | 1.05 | 0.87 | 0.57 | 0.93 | 4.74 |
Data as of 06/04/2026, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRRX (MFS INTERNATIONAL GROWTH FUND R1) |
-2.63%
Apr 2021 – Apr 2024 |
0.58%
Sep 2017 – Sep 2022 |
3.25%
Oct 2013 – Oct 2023 |
5.45%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRRX (MFS INTERNATIONAL GROWTH FUND R1) |
23.39%
Feb 2009 – Feb 2012 |
17.24%
Feb 2009 – Feb 2014 |
10.62%
Feb 2009 – Feb 2019 |
8.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
