Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MINIX (MFS INTERNATIONAL VALUE FUND I) | 20.63% | 7.12% | 3.28% | -0.68% | 4.48% | 7.04% | 6.11% | 6.37% |
Data as of 07/28/2025, AR inception is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MINIX (MFS INTERNATIONAL VALUE FUND I) | 12/22/1997 | 07/28/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 7.12 | 3.28 | -0.68 | 4.48 | 7.04 | 6.11 | 6.37 | 20.63 | -2.14 | 7.84 | -31.71 | 3.80 | 14.95 | 25.90 | -9.02 | 27.14 | 4.18 | 6.79 | 1.54 | 27.65 | 16.09 | -1.68 | 9.42 | 24.92 | -31.24 | 7.42 | 28.52 | 6.22 | 23.99 | 31.91 | -7.13 | -15.33 | -9.27 | 13.02 | 18.81 | -1.25 |
| Sharpe Ratio | NA | 0.34 | 0.07 | -0.13 | 0.20 | NA | NA | 0.29 | 2.26 | -0.54 | 0.24 | -1.32 | 0.28 | 0.59 | 2.48 | -0.85 | 3.89 | 0.27 | 0.51 | 0.16 | 2.65 | 1.30 | -0.08 | 0.57 | 0.98 | -0.90 | 0.32 | 2.04 | 0.33 | 1.83 | 2.53 | -0.51 | -1.29 | -0.90 | 0.82 | 0.95 | -1.75 |
| Standard Deviation(%) | NA | 19.25 | 18.64 | 17.81 | 16.44 | NA | NA | 16.67 | 17.71 | 16.28 | 15.08 | 25.09 | 13.48 | 24.87 | 9.89 | 12.16 | 6.84 | 14.63 | 13.19 | 9.34 | 10.44 | 12.48 | 21.05 | 16.42 | 25.29 | 35.65 | 13.67 | 12.44 | 12.35 | 12.59 | 12.33 | 16.05 | 13.86 | 14.90 | 11.95 | 16.26 | 25.47 |
| Draw Down(%) | NA | 19.09 | 19.09 | 36.85 | 36.85 | NA | NA | 51.72 | 13.59 | 17.16 | 10.73 | 32.88 | 8.80 | 24.84 | 5.99 | 15.67 | 3.20 | 8.95 | 11.09 | 10.47 | 6.31 | 10.57 | 15.66 | 15.62 | 27.57 | 44.73 | 10.28 | 13.73 | 8.03 | 7.19 | 13.92 | 19.61 | 24.99 | 16.41 | 10.43 | 19.81 | 3.24 |
| Yield(%) | 0.00 | 1.77 | 1.49 | 1.08 | 2.51 | 3.61 | 3.89 | 4.65 | 0.00 | 1.98 | 2.06 | 0.72 | 0.82 | 0.70 | 4.79 | 3.91 | 3.25 | 1.90 | 3.33 | 3.33 | 2.66 | 2.04 | 1.61 | 1.30 | 1.17 | 6.79 | 8.40 | 10.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.30 |
Data as of 07/28/2025, AR inception is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINIX (MFS INTERNATIONAL VALUE FUND I) |
-12.96%
Mar 2000 - Mar 2003 |
-5.06%
Mar 1998 - Mar 2003 |
1.00%
Feb 1999 - Feb 2009 |
4.02%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINIX (MFS INTERNATIONAL VALUE FUND I) |
27.20%
Mar 2003 - Mar 2006 |
21.10%
Sep 2002 - Sep 2007 |
13.65%
Feb 2009 - Feb 2019 |
11.47%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart