Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKVEX (MFS International Large Cap Value Fund Class R2) | 10.69% | 27.72% | 20.52% | 11.38% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKVEX (MFS International Large Cap Value Fund Class R2) | 07/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.92 | 27.72 | 20.52 | 11.38 | NA | NA | NA | … | … | 10.69 | 39.43 | 6.12 | 15.60 | -9.38 | 14.26 | 19.71 |
| Sharpe Ratio | NA | 2.00 | 1.30 | 0.57 | NA | NA | NA | … | … | 1.52 | 2.56 | 0.21 | 0.92 | -0.50 | 1.12 | 2.48 |
| Standard Deviation(%) | NA | 12.71 | 13.33 | 15.38 | NA | NA | NA | … | … | 15.58 | 14.34 | 11.82 | 13.09 | 21.87 | 12.69 | 17.29 |
| Draw Down(%) | NA | 9.90 | 13.50 | 27.00 | NA | NA | NA | … | … | 9.90 | 13.50 | 8.93 | 10.32 | 27.00 | 7.61 | 9.08 |
| Yield(%) | 0.00 | 8.51 | 7.09 | 4.99 | 3.42 | 2.28 | 1.71 | … | … | 0.00 | 10.32 | 6.76 | 4.11 | 2.08 | 3.76 | 0.03 |
Data as of 06/04/2026, Common starting date is 07/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKVEX (MFS International Large Cap Value Fund Class R2) |
3.59%
Dec 2021 – Dec 2024 |
11.20%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKVEX (MFS International Large Cap Value Fund Class R2) |
24.03%
Sep 2022 – Sep 2025 |
15.40%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart