Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MINFX (MFS INTERNATIONAL VALUE FUND R2) | 21.89% | 7.07% | 2.18% | -2.43% | 3.44% | 6.06% | NA | 6.87% |
Data as of 07/25/2025, AR inception is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MINFX (MFS INTERNATIONAL VALUE FUND R2) | 10/07/2008 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.62 | 7.07 | 2.18 | -2.43 | 3.44 | 6.06 | NA | 6.87 | 21.89 | -4.61 | 5.49 | -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 | 0.19 | -0.06 | -0.22 | 0.11 | NA | NA | 0.31 | 2.22 | -0.64 | 0.08 | -1.34 | 0.16 | 0.53 | 2.41 | -0.89 | 3.80 | 0.24 | 0.47 | 0.11 | 2.59 | 1.25 | -0.10 | 0.53 | 0.95 | -0.12 |
| Standard Deviation(%) | NA | 20.37 | 19.72 | 18.60 | 16.88 | NA | NA | 18.16 | 17.70 | 17.59 | 16.08 | 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 | 20.90 | 20.90 | 39.54 | 39.54 | NA | NA | 39.54 | 13.60 | 18.91 | 10.90 | 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 | 1.63 | 1.25 | 0.80 | 2.24 | 3.17 | 3.08 | 3.85 | 0.00 | 1.79 | 1.83 | 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 07/25/2025, AR inception 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) |
-12.47%
Dec 2021 - Dec 2024 |
-4.85%
Dec 2019 - Dec 2024 |
2.11%
Dec 2014 - Dec 2024 |
4.54%
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 |
8.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart