Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIDHX (MFS INTERNATIONAL NEW DISCOVERY FUND R3) | 3.64% | 7.11% | 8.70% | 0.10% | 4.63% | 4.92% | 5.18% | … | … |
Data as of 06/05/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIDHX (MFS INTERNATIONAL NEW DISCOVERY FUND R3) | 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 (%) | -3.61 | 7.11 | 8.70 | 0.10 | 4.63 | 4.92 | 5.18 | … | … | 3.64 | 16.59 | 0.61 | 12.80 | -22.83 | 0.66 | 5.63 | 22.54 | -10.65 | 31.70 | 0.28 | 2.48 | -2.93 | 19.47 | 24.72 | -10.25 | 22.12 | 47.42 | -43.70 | 8.34 | 26.97 | 16.99 |
| Sharpe Ratio | NA | 0.38 | 0.47 | -0.18 | 0.21 | NA | NA | … | … | 0.42 | 1.21 | -0.28 | 0.87 | -1.24 | 0.06 | 0.21 | 2.29 | -1.03 | 4.87 | 0.00 | 0.20 | -0.33 | 2.07 | 1.92 | -0.45 | 1.22 | 1.92 | -1.17 | 0.30 | 1.58 | 2.16 |
| Standard Deviation(%) | NA | 11.76 | 11.68 | 13.44 | 14.28 | NA | NA | … | … | 14.79 | 11.43 | 10.77 | 10.63 | 19.65 | 11.06 | 25.82 | 9.19 | 11.74 | 6.40 | 15.35 | 12.48 | 9.00 | 9.39 | 12.99 | 22.88 | 17.99 | 24.70 | 37.91 | 17.50 | 14.94 | 9.92 |
| Draw Down(%) | NA | 11.77 | 15.25 | 36.44 | 36.44 | NA | NA | … | … | 11.77 | 10.22 | 10.40 | 12.26 | 29.75 | 12.49 | 34.76 | 6.62 | 18.21 | 2.56 | 10.32 | 12.20 | 12.72 | 8.06 | 11.26 | 22.11 | 15.06 | 22.27 | 54.75 | 13.96 | 18.41 | 6.90 |
| Yield(%) | 0.00 | 3.19 | 4.90 | 2.55 | 3.27 | 3.10 | 3.95 | … | … | 0.00 | 3.61 | 7.23 | 4.33 | 0.40 | 1.09 | 0.12 | 3.05 | 5.50 | 3.23 | 2.50 | 0.93 | 1.13 | 1.28 | 1.37 | 1.20 | 1.15 | 1.64 | 5.07 | 20.07 | 11.79 | 8.13 |
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 |
|---|---|---|---|---|
| MIDHX (MFS INTERNATIONAL NEW DISCOVERY FUND R3) |
-14.67%
Feb 2006 – Feb 2009 |
-2.51%
Sep 2017 – Sep 2022 |
1.75%
Oct 2013 – Oct 2023 |
2.23%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIDHX (MFS INTERNATIONAL NEW DISCOVERY FUND R3) |
29.03%
Feb 2009 – Feb 2012 |
23.16%
Feb 2009 – Feb 2014 |
13.67%
Feb 2009 – Feb 2019 |
9.14%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart