Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGRTX (MFS INTERNATIONAL GROWTH FUND R3) | 3.32% | 9.61% | 12.08% | 4.23% | 8.71% | 6.66% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGRTX (MFS INTERNATIONAL GROWTH FUND R3) | 10/07/2008 | 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 (%) | 0.19 | 9.61 | 12.08 | 4.23 | 8.71 | 6.66 | NA | … | … | 3.32 | 20.73 | 8.81 | 14.56 | -16.82 | 3.03 | 15.45 | 26.86 | -9.09 | 32.09 | 2.42 | 0.05 | -5.33 | 13.56 | 19.42 | -10.79 | 14.95 | 37.64 | -5.68 |
| Sharpe Ratio | NA | 0.68 | 0.67 | 0.12 | 0.46 | NA | NA | … | … | 0.43 | 1.31 | 0.43 | 0.89 | -0.86 | 0.23 | 0.56 | 2.40 | -0.77 | 4.33 | 0.14 | 0.00 | -0.51 | 1.17 | 1.23 | -0.40 | 0.79 | 1.43 | -0.33 |
| Standard Deviation(%) | NA | 13.28 | 13.32 | 15.26 | 15.66 | NA | NA | … | … | 16.43 | 13.72 | 12.19 | 12.36 | 21.41 | 13.30 | 26.80 | 10.57 | 13.74 | 7.29 | 15.92 | 14.61 | 10.57 | 11.55 | 15.86 | 27.14 | 18.87 | 26.19 | 66.72 |
| Draw Down(%) | NA | 12.43 | 13.67 | 31.97 | 31.97 | NA | NA | … | … | 12.43 | 13.29 | 8.62 | 13.67 | 26.95 | 10.65 | 29.69 | 6.47 | 16.18 | 2.26 | 9.74 | 14.96 | 13.09 | 9.90 | 14.57 | 24.34 | 15.96 | 24.05 | 24.83 |
| Yield(%) | 0.00 | 5.37 | 5.10 | 2.91 | 3.60 | 3.01 | 3.63 | … | … | 0.00 | 6.13 | 6.32 | 2.93 | 0.73 | 0.76 | 0.69 | 1.86 | 3.39 | 2.99 | 1.03 | 0.96 | 2.08 | 1.24 | 1.56 | 0.98 | 0.96 | 1.38 | 4.05 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MGRTX (MFS INTERNATIONAL GROWTH FUND R3) |
-1.57%
Apr 2021 – Apr 2024 |
1.48%
Sep 2017 – Sep 2022 |
4.13%
Oct 2013 – Oct 2023 |
6.31%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRTX (MFS INTERNATIONAL GROWTH FUND R3) |
24.34%
Feb 2009 – Feb 2012 |
18.14%
Feb 2009 – Feb 2014 |
11.47%
Feb 2009 – Feb 2019 |
9.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart