Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MINHX (MFS INTERNATIONAL VALUE FUND R4) | 7.23% | 20.36% | 17.74% | 3.84% | 7.64% | 8.21% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MINHX (MFS INTERNATIONAL VALUE FUND R4) | 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 | 20.36 | 17.74 | 3.84 | 7.64 | 8.21 | NA | … | … | 7.23 | 33.10 | 7.33 | 18.04 | -32.20 | 3.42 | 14.67 | 25.89 | -9.01 | 27.16 | 4.20 | 6.72 | 1.53 | 27.70 | 16.11 | -1.72 | 9.38 | 24.95 | -12.15 |
| Sharpe Ratio | NA | 1.37 | 1.02 | 0.08 | 0.38 | NA | NA | … | … | 0.91 | 1.98 | 0.29 | 1.14 | -1.33 | 0.25 | 0.58 | 2.47 | -0.86 | 3.89 | 0.27 | 0.51 | 0.16 | 2.65 | 1.30 | -0.08 | 0.56 | 0.98 | -0.69 |
| Standard Deviation(%) | NA | 13.88 | 14.25 | 17.05 | 15.98 | NA | NA | … | … | 16.83 | 15.36 | 12.86 | 12.76 | 25.44 | 13.66 | 24.94 | 9.91 | 12.15 | 6.84 | 14.63 | 13.17 | 9.36 | 10.45 | 12.45 | 21.24 | 16.45 | 25.33 | 61.73 |
| Draw Down(%) | NA | 12.43 | 13.58 | 37.08 | 37.08 | NA | NA | … | … | 12.43 | 13.58 | 9.12 | 10.74 | 32.88 | 9.12 | 24.85 | 6.01 | 15.66 | 3.20 | 8.92 | 11.11 | 10.48 | 6.31 | 10.60 | 15.66 | 15.67 | 27.59 | 19.69 |
| Yield(%) | 0.00 | 8.77 | 10.87 | 5.05 | 5.42 | 5.99 | 5.75 | … | … | 0.00 | 10.41 | 12.58 | 12.63 | 0.78 | 0.86 | 0.74 | 5.03 | 4.10 | 3.41 | 1.99 | 3.47 | 3.47 | 2.76 | 2.12 | 1.67 | 1.35 | 1.21 | 0.00 |
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 |
|---|---|---|---|---|
| MINHX (MFS INTERNATIONAL VALUE FUND R4) |
-7.73%
Nov 2020 – Nov 2023 |
-1.63%
Dec 2017 – Dec 2022 |
3.49%
Oct 2013 – Oct 2023 |
6.77%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINHX (MFS INTERNATIONAL VALUE FUND R4) |
21.89%
Feb 2009 – Feb 2012 |
20.76%
Feb 2009 – Feb 2014 |
13.64%
Feb 2009 – Feb 2019 |
9.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart