Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MINJX (MFS INTERNATIONAL VALUE FUND R6) | 22.77% | 7.73% | 4.18% | -0.48% | 4.45% | 7.07% | NA | 4.00% |
Data as of 07/23/2025, AR inception is 12/15/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MINJX (MFS INTERNATIONAL VALUE FUND R6) | 12/15/2006 | 07/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.00 | 7.73 | 4.18 | -0.48 | 4.45 | 7.07 | NA | 4.00 | 22.77 | -2.76 | 7.30 | -32.13 | 3.56 | 14.79 | 26.01 | -8.90 | 27.25 | 4.31 | 6.88 | 1.62 | 27.79 | 16.12 | -1.79 | 9.32 | 24.77 | -36.68 | 0.33 | -6.21 |
| Sharpe Ratio | NA | 0.06 | 0.05 | -0.16 | 0.16 | NA | NA | 0.15 | 1.98 | -0.56 | 0.20 | -1.32 | 0.26 | 0.58 | 2.49 | -0.84 | 3.91 | 0.28 | 0.52 | 0.17 | 2.66 | 1.30 | -0.09 | 0.56 | 0.97 | -1.07 | -0.17 | -2.27 |
| Standard Deviation(%) | NA | 19.61 | 19.07 | 18.08 | 16.59 | NA | NA | 18.10 | 17.82 | 16.75 | 15.46 | 25.44 | 13.67 | 24.90 | 9.90 | 12.15 | 6.83 | 14.63 | 13.14 | 9.35 | 10.44 | 12.43 | 21.05 | 16.45 | 25.33 | 35.17 | 15.91 | 38.30 |
| Draw Down(%) | NA | 19.63 | 19.63 | 37.02 | 37.02 | NA | NA | 58.44 | 13.58 | 17.76 | 10.71 | 32.84 | 9.10 | 24.83 | 5.98 | 15.57 | 3.19 | 8.91 | 11.07 | 10.45 | 6.30 | 10.53 | 15.70 | 15.66 | 27.56 | 44.75 | 12.99 | 7.35 |
| Yield(%) | 0.00 | 2.00 | 1.74 | 1.24 | 2.73 | 3.90 | 2.25 | 2.50 | 0.00 | 2.25 | 2.34 | 0.87 | 0.91 | 0.84 | 5.15 | 4.20 | 3.53 | 2.11 | 3.57 | 3.55 | 2.84 | 2.15 | 1.59 | 1.29 | 1.20 | 1.95 | 1.52 | 1.49 |
Data as of 07/23/2025, AR inception is 12/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINJX (MFS INTERNATIONAL VALUE FUND R6) |
-12.55%
Jun 2007 - Jun 2010 |
-4.58%
May 2007 - May 2012 |
3.21%
Dec 2014 - Dec 2024 |
2.99%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINJX (MFS INTERNATIONAL VALUE FUND R6) |
21.77%
Feb 2009 - Feb 2012 |
20.72%
Feb 2009 - Feb 2014 |
13.69%
Feb 2009 - Feb 2019 |
9.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart