Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIDAX (MFS INTERNATIONAL NEW DISCOVERY FUND A) | 5.88% | 10.01% | 9.47% | 2.59% | 6.26% | 5.93% | 5.97% | … | … |
Data as of 06/03/2026, Common starting date is 12/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIDAX (MFS INTERNATIONAL NEW DISCOVERY FUND A) | 12/16/1998 | 06/03/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.18 | 10.01 | 9.47 | 2.59 | 6.26 | 5.93 | 5.97 | … | … | 5.88 | 16.59 | 0.61 | 12.80 | -18.84 | 4.79 | 9.72 | 22.51 | -10.66 | 31.75 | 0.24 | 2.48 | -2.90 | 19.47 | 24.71 | -10.23 | 22.07 | 47.42 | -43.72 | 8.46 | 26.94 | 20.21 | 24.52 | 48.57 | -7.05 | -7.96 | -6.46 | 42.25 | 5.05 |
| Sharpe Ratio | NA | 0.84 | 0.62 | 0.03 | 0.35 | NA | NA | … | … | 1.16 | 1.20 | -0.28 | 0.87 | -1.08 | 0.43 | 0.37 | 2.30 | -1.03 | 4.89 | 0.00 | 0.20 | -0.32 | 2.07 | 1.91 | -0.45 | 1.23 | 1.92 | -1.18 | 0.31 | 1.58 | 1.84 | 1.70 | 4.29 | -0.70 | -0.73 | -0.49 | 1.87 | 21.55 |
| Standard Deviation(%) | NA | 11.52 | 11.62 | 13.18 | 14.06 | NA | NA | … | … | 14.56 | 11.42 | 10.73 | 10.60 | 18.85 | 11.20 | 25.31 | 9.15 | 11.73 | 6.39 | 15.32 | 12.50 | 8.99 | 9.37 | 13.00 | 22.84 | 17.94 | 24.70 | 37.92 | 17.47 | 14.91 | 9.76 | 13.84 | 11.17 | 11.71 | 14.53 | 22.02 | 20.83 | 11.25 |
| Draw Down(%) | NA | 11.79 | 15.26 | 33.86 | 34.77 | NA | NA | … | … | 11.79 | 10.20 | 10.43 | 12.24 | 29.77 | 9.28 | 34.77 | 6.62 | 18.17 | 2.54 | 10.31 | 12.22 | 12.73 | 8.05 | 11.28 | 22.09 | 15.10 | 22.33 | 54.74 | 13.97 | 18.41 | 9.33 | 11.24 | 11.09 | 23.73 | 25.38 | 24.25 | 14.57 | 0.46 |
| Yield(%) | 0.00 | 3.15 | 4.91 | 4.06 | 4.75 | 4.26 | 4.74 | … | … | 0.00 | 3.54 | 7.33 | 4.29 | 4.33 | 4.92 | 3.98 | 3.00 | 5.47 | 3.17 | 2.44 | 0.91 | 1.09 | 1.24 | 1.30 | 1.07 | 1.09 | 1.59 | 4.99 | 20.03 | 11.70 | 8.38 | 6.32 | 0.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.37 |
Data as of 06/03/2026, Common starting date is 12/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIDAX (MFS INTERNATIONAL NEW DISCOVERY FUND A) |
-14.65%
Feb 2006 – Feb 2009 |
-1.41%
May 2007 – May 2012 |
3.06%
Oct 2013 – Oct 2023 |
2.77%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIDAX (MFS INTERNATIONAL NEW DISCOVERY FUND A) |
38.02%
Mar 2003 – Mar 2006 |
28.26%
Oct 2002 – Oct 2007 |
14.72%
Mar 2003 – Mar 2013 |
12.60%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart