Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIDRX (MFS INTERNATIONAL NEW DISCOVERY FUND R2) | 6.02% | 9.40% | 9.29% | 0.34% | 4.59% | 4.81% | 5.04% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIDRX (MFS INTERNATIONAL NEW DISCOVERY FUND R2) | 11/03/2003 | 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.96 | 9.40 | 9.29 | 0.34 | 4.59 | 4.81 | 5.04 | … | … | 6.02 | 16.32 | 0.36 | 12.49 | -23.08 | 0.34 | 5.29 | 22.19 | -10.85 | 31.39 | 0.01 | 2.21 | -3.17 | 19.16 | 24.42 | -10.46 | 22.04 | 46.94 | -43.80 | 8.06 | 26.62 | 19.73 | 23.81 | 8.52 |
| Sharpe Ratio | NA | 0.82 | 0.60 | -0.13 | 0.23 | NA | NA | … | … | 1.14 | 1.18 | -0.30 | 0.84 | -1.25 | 0.03 | 0.19 | 2.26 | -1.05 | 4.85 | -0.01 | 0.17 | -0.35 | 2.04 | 1.89 | -0.46 | 1.22 | 1.90 | -1.18 | 0.28 | 1.56 | 1.79 | 1.65 | 5.58 |
| Standard Deviation(%) | NA | 11.53 | 11.62 | 13.40 | 14.26 | NA | NA | … | … | 14.56 | 11.43 | 10.72 | 10.62 | 19.66 | 11.07 | 25.81 | 9.16 | 11.74 | 6.37 | 15.30 | 12.51 | 9.02 | 9.35 | 13.04 | 22.83 | 17.97 | 24.68 | 37.90 | 17.49 | 14.91 | 9.77 | 13.80 | 11.95 |
| Draw Down(%) | NA | 11.80 | 15.35 | 36.68 | 36.68 | NA | NA | … | … | 11.80 | 10.19 | 10.47 | 12.30 | 29.91 | 12.61 | 34.79 | 6.65 | 18.37 | 2.57 | 10.32 | 12.30 | 12.80 | 8.09 | 11.32 | 22.19 | 14.94 | 22.28 | 54.79 | 13.98 | 18.40 | 9.45 | 11.28 | 3.01 |
| Yield(%) | 0.00 | 3.00 | 4.84 | 2.42 | 3.06 | 2.83 | 3.74 | … | … | 0.00 | 3.39 | 7.40 | 4.18 | 0.19 | 0.77 | 0.00 | 2.79 | 5.29 | 2.96 | 2.23 | 0.63 | 0.85 | 1.10 | 1.12 | 0.82 | 1.06 | 1.38 | 5.01 | 20.05 | 11.63 | 8.48 | 6.16 | 0.79 |
Data as of 06/04/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIDRX (MFS INTERNATIONAL NEW DISCOVERY FUND R2) |
-14.89%
Feb 2006 – Feb 2009 |
-2.78%
Sep 2017 – Sep 2022 |
1.46%
Oct 2013 – Oct 2023 |
1.98%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIDRX (MFS INTERNATIONAL NEW DISCOVERY FUND R2) |
28.80%
Feb 2009 – Feb 2012 |
22.89%
Feb 2009 – Feb 2014 |
13.41%
Feb 2009 – Feb 2019 |
8.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart