Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MINGX (MFS INTERNATIONAL VALUE FUND R3) | 7.14% | 20.08% | 17.45% | 3.53% | 7.34% | 7.92% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MINGX (MFS INTERNATIONAL VALUE FUND R3) | 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 (%) | 0.77 | 20.08 | 17.45 | 3.53 | 7.34 | 7.92 | NA | … | … | 7.14 | 32.72 | 7.10 | 17.73 | -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 | 1.35 | 1.00 | 0.06 | 0.36 | NA | NA | … | … | 0.89 | 1.95 | 0.27 | 1.11 | -1.33 | 0.22 | 0.56 | 2.43 | -0.88 | 3.84 | 0.26 | 0.49 | 0.14 | 2.62 | 1.27 | -0.09 | 0.55 | 0.97 | -0.12 |
| Standard Deviation(%) | NA | 13.87 | 14.23 | 17.07 | 15.99 | NA | NA | … | … | 16.83 | 15.34 | 12.81 | 12.75 | 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 | 12.42 | 13.58 | 37.40 | 37.40 | NA | NA | … | … | 12.42 | 13.58 | 9.18 | 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 | 8.68 | 10.76 | 4.93 | 5.19 | 5.69 | 5.94 | … | … | 0.00 | 10.29 | 12.52 | 12.43 | 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 |
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 |
|---|---|---|---|---|
| MINGX (MFS INTERNATIONAL VALUE FUND R3) |
-8.05%
Nov 2020 – Nov 2023 |
-1.93%
Dec 2017 – Dec 2022 |
3.20%
Oct 2013 – Oct 2023 |
6.49%
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 |
9.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart