Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MINRX (MFS INTERNATIONAL VALUE FUND R1) | 6.78% | 19.16% | 16.58% | 2.31% | 6.25% | 6.93% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MINRX (MFS INTERNATIONAL VALUE FUND R1) | 10/10/2008 | 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 (%) | 0.75 | 19.16 | 16.58 | 2.31 | 6.25 | 6.93 | NA | … | … | 6.78 | 31.74 | 6.29 | 16.86 | -33.97 | 1.62 | 12.96 | 24.67 | -9.93 | 25.89 | 3.14 | 5.72 | 0.51 | 26.40 | 14.98 | -2.69 | 8.32 | 23.74 | 9.51 |
| Sharpe Ratio | NA | 1.28 | 0.94 | -0.01 | 0.29 | NA | NA | … | … | 0.84 | 1.89 | 0.21 | 1.04 | -1.35 | 0.11 | 0.50 | 2.34 | -0.93 | 3.70 | 0.20 | 0.43 | 0.05 | 2.53 | 1.21 | -0.13 | 0.50 | 0.93 | 0.81 |
| Standard Deviation(%) | NA | 13.89 | 14.25 | 17.38 | 16.18 | NA | NA | … | … | 16.85 | 15.35 | 12.87 | 12.78 | 26.28 | 14.10 | 25.10 | 9.90 | 12.14 | 6.85 | 14.62 | 13.17 | 9.37 | 10.43 | 12.45 | 21.21 | 16.43 | 25.30 | 62.41 |
| Draw Down(%) | NA | 12.48 | 13.64 | 39.32 | 39.32 | NA | NA | … | … | 12.48 | 13.64 | 9.34 | 10.98 | 34.61 | 9.99 | 24.93 | 6.11 | 16.45 | 3.30 | 9.10 | 11.40 | 10.74 | 6.41 | 10.72 | 16.12 | 15.74 | 27.68 | 19.73 |
| Yield(%) | 0.00 | 9.35 | 11.40 | 4.92 | 4.82 | 5.12 | 5.91 | … | … | 0.00 | 11.05 | 13.51 | 13.26 | 0.04 | 0.52 | 0.00 | 4.22 | 3.43 | 2.50 | 1.09 | 2.69 | 2.94 | 2.05 | 1.53 | 1.38 | 0.66 | 0.67 | 11.68 |
Data as of 06/04/2026, Common starting date is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINRX (MFS INTERNATIONAL VALUE FUND R1) |
-9.53%
Nov 2020 – Nov 2023 |
-3.17%
Dec 2017 – Dec 2022 |
2.17%
Oct 2013 – Oct 2023 |
5.51%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MINRX (MFS INTERNATIONAL VALUE FUND R1) |
20.70%
Feb 2009 – Feb 2012 |
19.57%
Feb 2009 – Feb 2014 |
12.52%
Feb 2009 – Feb 2019 |
8.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart