Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| MGRTX (MFS INTERNATIONAL GROWTH FUND R3) | 8.06% | 11.44% | 7.73% | 9.57% | 8.01% | 6.22% | 7.25% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGRTX (MFS INTERNATIONAL GROWTH FUND R3) | 10/07/2008 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 10/07/2008.
AR inception is since 10/07/2008.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | 7.73 | 9.57 | 8.01 | 6.22 | 7.25 | NA | 8.06 | 11.44 | 4.04 | 12.97 | -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 | 0.09 | 0.33 | 0.38 | 0.28 | NA | NA | 0.36 | 1.72 | -0.19 | 0.71 | -0.85 | 0.23 | 0.57 | 2.41 | -0.76 | 4.34 | 0.14 | 0.00 | -0.51 | 1.17 | 1.23 | -0.40 | 0.79 | 1.43 | -0.33 |
| Standard Deviation(%) | NA | 15.61 | 15.55 | 15.83 | 15.99 | NA | NA | 18.88 | 17.87 | 13.13 | 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 | 17.13 | 17.13 | 31.97 | 31.97 | NA | NA | 31.97 | 13.29 | 12.63 | 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 | 1.27 | 1.26 | 1.19 | 1.71 | 2.23 | 2.18 | 2.73 | 0.00 | 1.39 | 1.39 | 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 |
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) |
-2.03%
Apr 2021 - Apr 2024 |
1.48%
Sep 2017 - Sep 2022 |
4.13%
Oct 2013 - Oct 2023 |
5.98%
Dec 2009 - Dec 2024 |
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 |
9.55%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart