Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MINFX (MFS INTERNATIONAL VALUE FUND R2) | 7.00% | 19.75% | 17.15% | 2.94% | 6.86% | 7.52% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MINFX (MFS INTERNATIONAL VALUE FUND R2) | 10/07/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.74 | 19.75 | 17.15 | 2.94 | 6.86 | 7.52 | NA | … | … | 7.00 | 32.43 | 6.77 | 17.47 | -33.36 | 2.32 | 13.67 | 25.26 | -9.46 | 26.50 | 3.68 | 6.25 | 1.03 | 27.01 | 15.48 | -2.16 | 8.86 | 24.24 | -1.76 |
| Sharpe Ratio | NA | 1.32 | 0.98 | 0.03 | 0.33 | NA | NA | … | … | 0.87 | 1.93 | 0.24 | 1.09 | -1.34 | 0.16 | 0.53 | 2.40 | -0.90 | 3.79 | 0.24 | 0.47 | 0.11 | 2.59 | 1.25 | -0.10 | 0.53 | 0.95 | -0.12 |
| Standard Deviation(%) | NA | 13.88 | 14.25 | 17.28 | 16.12 | NA | NA | … | … | 16.83 | 15.35 | 12.87 | 12.75 | 26.04 | 13.98 | 25.06 | 9.91 | 12.14 | 6.84 | 14.59 | 13.18 | 9.35 | 10.43 | 12.45 | 21.28 | 16.43 | 25.34 | 62.37 |
| Draw Down(%) | NA | 12.45 | 13.60 | 38.54 | 38.54 | NA | NA | … | … | 12.45 | 13.60 | 9.24 | 10.85 | 34.02 | 9.70 | 24.87 | 6.06 | 16.06 | 3.27 | 9.02 | 11.25 | 10.61 | 6.37 | 10.63 | 15.88 | 15.66 | 27.63 | 19.72 |
| Yield(%) | 0.00 | 9.45 | 11.48 | 5.11 | 5.21 | 5.63 | 5.84 | … | … | 0.00 | 11.19 | 13.48 | 13.34 | 0.44 | 0.69 | 0.21 | 4.73 | 3.84 | 3.06 | 1.57 | 3.05 | 3.21 | 2.40 | 1.77 | 1.30 | 1.19 | 1.27 | 10.46 |
Data as of 06/04/2026, Common starting date is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINFX (MFS INTERNATIONAL VALUE FUND R2) |
-8.86%
Nov 2020 – Nov 2023 |
-2.55%
Dec 2017 – Dec 2022 |
2.75%
Oct 2013 – Oct 2023 |
6.08%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINFX (MFS INTERNATIONAL VALUE FUND R2) |
21.29%
Feb 2009 – Feb 2012 |
20.16%
Feb 2009 – Feb 2014 |
13.08%
Feb 2009 – Feb 2019 |
9.01%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart