Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIDJX (MFS INTERNATIONAL NEW DISCOVERY FUND R4) | 6.27% | 9.97% | 9.84% | 2.72% | 6.50% | 6.26% | 6.25% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIDJX (MFS INTERNATIONAL NEW DISCOVERY FUND R4) | 04/07/2005 | 06/04/2026 |
| 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 (%) | -0.95 | 9.97 | 9.84 | 2.72 | 6.50 | 6.26 | 6.25 | … | … | 6.27 | 16.87 | 0.88 | 13.05 | -18.62 | 5.04 | 10.01 | 22.79 | -10.39 | 32.02 | 0.53 | 2.72 | -2.68 | 19.74 | 25.04 | -10.01 | 22.42 | 47.81 | -43.53 | 8.68 | 27.26 | 17.63 |
| Sharpe Ratio | NA | 0.87 | 0.65 | 0.04 | 0.37 | NA | NA | … | … | 1.19 | 1.23 | -0.26 | 0.89 | -1.07 | 0.45 | 0.38 | 2.33 | -1.01 | 4.94 | 0.02 | 0.22 | -0.30 | 2.10 | 1.93 | -0.44 | 1.24 | 1.93 | -1.17 | 0.32 | 1.60 | 2.25 |
| Standard Deviation(%) | NA | 11.52 | 11.61 | 13.18 | 14.11 | NA | NA | … | … | 14.54 | 11.42 | 10.73 | 10.62 | 18.83 | 11.21 | 25.57 | 9.15 | 11.74 | 6.38 | 15.33 | 12.50 | 8.99 | 9.36 | 13.04 | 22.85 | 17.97 | 24.67 | 37.87 | 17.48 | 14.93 | 9.88 |
| Draw Down(%) | NA | 11.75 | 15.11 | 33.67 | 34.73 | NA | NA | … | … | 11.75 | 10.15 | 10.36 | 12.21 | 29.63 | 9.23 | 34.73 | 6.62 | 17.99 | 2.51 | 10.29 | 12.12 | 12.69 | 8.05 | 11.24 | 22.04 | 15.06 | 22.29 | 54.67 | 13.95 | 18.36 | 6.85 |
| Yield(%) | 0.00 | 3.35 | 5.15 | 4.22 | 5.01 | 4.62 | 5.00 | … | … | 0.00 | 3.80 | 7.55 | 4.59 | 4.56 | 5.14 | 4.25 | 3.30 | 5.74 | 3.51 | 2.74 | 1.18 | 1.35 | 1.48 | 1.60 | 1.34 | 1.34 | 1.89 | 5.24 | 20.25 | 12.01 | 8.38 |
Data as of 06/04/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIDJX (MFS INTERNATIONAL NEW DISCOVERY FUND R4) |
-14.43%
Feb 2006 – Feb 2009 |
-1.15%
May 2007 – May 2012 |
3.32%
Oct 2013 – Oct 2023 |
3.03%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIDJX (MFS INTERNATIONAL NEW DISCOVERY FUND R4) |
29.36%
Feb 2009 – Feb 2012 |
23.47%
Feb 2009 – Feb 2014 |
13.95%
Feb 2009 – Feb 2019 |
10.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart