Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIDGX (MFS INTERNATIONAL NEW DISCOVERY FUND R1) | 3.32% | 6.31% | 7.89% | -0.80% | 3.73% | 4.06% | 4.33% | … | … |
Data as of 06/05/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIDGX (MFS INTERNATIONAL NEW DISCOVERY FUND R1) | 04/08/2005 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.62 | 6.31 | 7.89 | -0.80 | 3.73 | 4.06 | 4.33 | … | … | 3.32 | 15.73 | -0.13 | 11.95 | -23.75 | -0.43 | 4.54 | 21.59 | -11.31 | 30.75 | -0.50 | 1.69 | -3.64 | 18.55 | 23.81 | -10.92 | 21.21 | 46.31 | -44.14 | 7.47 | 26.02 | 7.78 |
| Sharpe Ratio | NA | 0.77 | 0.55 | -0.18 | 0.18 | NA | NA | … | … | 1.10 | 1.13 | -0.35 | 0.79 | -1.28 | -0.04 | 0.17 | 2.20 | -1.09 | 4.74 | -0.05 | 0.13 | -0.41 | 1.97 | 1.84 | -0.48 | 1.18 | 1.87 | -1.19 | 0.25 | 1.52 | 0.60 |
| Standard Deviation(%) | NA | 11.51 | 11.63 | 13.46 | 14.29 | NA | NA | … | … | 14.55 | 11.43 | 10.75 | 10.64 | 19.78 | 11.14 | 25.88 | 9.14 | 11.73 | 6.38 | 15.33 | 12.49 | 9.02 | 9.39 | 13.04 | 22.88 | 17.96 | 24.67 | 37.91 | 17.47 | 14.97 | 13.78 |
| Draw Down(%) | NA | 11.82 | 15.57 | 37.18 | 37.18 | NA | NA | … | … | 11.82 | 10.21 | 10.57 | 12.38 | 30.16 | 12.96 | 34.83 | 6.71 | 18.76 | 2.63 | 10.32 | 12.46 | 12.93 | 8.14 | 11.40 | 22.36 | 15.14 | 22.40 | 54.89 | 14.04 | 18.47 | 7.79 |
| Yield(%) | 0.00 | 2.83 | 4.78 | 2.25 | 2.80 | 2.44 | 3.42 | … | … | 0.00 | 3.20 | 7.56 | 4.04 | 0.00 | 0.34 | 0.00 | 2.46 | 5.26 | 2.44 | 1.94 | 0.00 | 0.00 | 0.92 | 0.51 | 0.43 | 0.43 | 1.02 | 4.82 | 20.37 | 11.52 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIDGX (MFS INTERNATIONAL NEW DISCOVERY FUND R1) |
-15.35%
Feb 2006 – Feb 2009 |
-3.36%
Sep 2017 – Sep 2022 |
0.87%
Oct 2013 – Oct 2023 |
1.42%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIDGX (MFS INTERNATIONAL NEW DISCOVERY FUND R1) |
28.10%
Feb 2009 – Feb 2012 |
22.25%
Feb 2009 – Feb 2014 |
12.82%
Feb 2009 – Feb 2019 |
8.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart