Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MINGX (MFS INTERNATIONAL VALUE FUND R3) | 12.53% | 1.76% | -0.68% | 0.29% | 3.19% | 6.16% | NA | 6.87% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MINGX (MFS INTERNATIONAL VALUE FUND R3) | 10/07/2008 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 10/07/2008.
AR inception is since 10/07/2008.
| 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 (%) | 1.57 | 1.76 | -0.68 | 0.29 | 3.19 | 6.16 | NA | 6.87 | 12.53 | -3.25 | 6.73 | -32.50 | 3.09 | 14.34 | 25.58 | -9.22 | 26.80 | 3.95 | 6.49 | 1.31 | 27.36 | 15.77 | -1.91 | 9.14 | 24.61 | -1.74 |
| Sharpe Ratio | NA | -0.17 | -0.27 | -0.13 | 0.08 | NA | NA | 0.31 | 1.80 | -0.59 | 0.16 | -1.33 | 0.22 | 0.56 | 2.44 | -0.87 | 3.84 | 0.26 | 0.49 | 0.14 | 2.62 | 1.27 | -0.09 | 0.55 | 0.97 | -0.12 |
| Standard Deviation(%) | NA | 19.90 | 19.89 | 18.34 | 16.66 | NA | NA | 18.10 | 21.47 | 16.81 | 15.53 | 25.52 | 13.71 | 24.93 | 9.91 | 12.15 | 6.84 | 14.63 | 13.19 | 9.34 | 10.43 | 12.47 | 21.23 | 16.45 | 25.34 | 62.26 |
| Draw Down(%) | NA | 19.93 | 19.93 | 37.40 | 37.40 | NA | NA | 37.40 | 13.58 | 17.96 | 10.81 | 33.15 | 9.20 | 24.85 | 6.01 | 15.86 | 3.23 | 8.98 | 11.17 | 10.54 | 6.35 | 10.63 | 15.77 | 15.64 | 27.60 | 19.70 |
| Yield(%) | 0.00 | 1.76 | 1.31 | 1.10 | 2.38 | 3.46 | 3.27 | 4.08 | 0.00 | 1.90 | 1.85 | 0.59 | 0.77 | 0.47 | 4.79 | 3.88 | 3.16 | 1.76 | 3.25 | 3.32 | 2.56 | 1.89 | 1.57 | 1.22 | 1.21 | 10.04 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINGX (MFS INTERNATIONAL VALUE FUND R3) |
-11.34%
Dec 2021 - Dec 2024 |
-3.86%
Dec 2019 - Dec 2024 |
2.77%
Dec 2014 - Dec 2024 |
5.08%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINGX (MFS INTERNATIONAL VALUE FUND R3) |
21.58%
Feb 2009 - Feb 2012 |
20.45%
Feb 2009 - Feb 2014 |
13.36%
Feb 2009 - Feb 2019 |
8.71%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart