Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MGRVX (MFS INTERNATIONAL GROWTH FUND R4) | 15.67% | 10.97% | 12.53% | 6.26% | 7.09% | 7.58% | NA | 8.29% |
Data as of 07/18/2025, AR inception is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGRVX (MFS INTERNATIONAL GROWTH FUND R4) | 10/07/2008 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 10.97 | 12.53 | 6.26 | 7.09 | 7.58 | NA | 8.29 | 15.67 | 4.40 | 13.25 | -16.59 | 3.39 | 15.70 | 27.18 | -8.86 | 32.48 | 2.64 | 0.27 | -5.07 | 13.84 | 19.71 | -10.63 | 15.21 | 38.05 | -9.87 |
| Sharpe Ratio | NA | 0.40 | 0.61 | 0.30 | 0.36 | NA | NA | 0.37 | 1.73 | -0.17 | 0.73 | -0.84 | 0.25 | 0.58 | 2.43 | -0.74 | 4.39 | 0.15 | 0.02 | -0.48 | 1.19 | 1.25 | -0.39 | 0.80 | 1.45 | -0.55 |
| Standard Deviation(%) | NA | 15.47 | 14.94 | 15.45 | 15.92 | NA | NA | 18.77 | 15.99 | 13.13 | 12.39 | 21.39 | 13.26 | 26.78 | 10.59 | 13.74 | 7.30 | 15.91 | 14.61 | 10.55 | 11.58 | 15.86 | 27.14 | 18.86 | 26.19 | 65.65 |
| Draw Down(%) | NA | 16.95 | 16.95 | 31.77 | 31.77 | NA | NA | 31.77 | 13.26 | 12.50 | 13.61 | 26.82 | 10.54 | 29.67 | 6.44 | 15.99 | 2.27 | 9.68 | 14.87 | 13.01 | 9.88 | 14.54 | 24.27 | 15.95 | 24.04 | 24.83 |
| Yield(%) | 0.00 | 1.47 | 1.53 | 1.25 | 1.97 | 2.45 | 2.24 | 2.80 | 0.00 | 1.63 | 1.52 | 0.92 | 1.00 | 0.83 | 1.87 | 3.58 | 3.27 | 1.26 | 1.15 | 2.34 | 1.30 | 1.72 | 1.10 | 1.12 | 1.46 | 0.00 |
Data as of 07/18/2025, AR inception is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRVX (MFS INTERNATIONAL GROWTH FUND R4) |
-1.75%
Apr 2021 - Apr 2024 |
1.76%
Sep 2017 - Sep 2022 |
4.40%
Oct 2013 - Oct 2023 |
6.25%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGRVX (MFS INTERNATIONAL GROWTH FUND R4) |
24.65%
Feb 2009 - Feb 2012 |
18.43%
Feb 2009 - Feb 2014 |
11.75%
Feb 2009 - Feb 2019 |
9.84%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart