Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MRSAX (MFS RESEARCH INTERNATIONAL FUND A) | 15.13% | 9.73% | 12.01% | 7.20% | 5.62% | 6.61% | 5.71% | 6.11% |
Data as of 07/18/2025, AR inception is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRSAX (MFS RESEARCH INTERNATIONAL FUND A) | 12/22/1997 | 07/18/2025 |
| 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 (%) | -0.15 | 9.73 | 12.01 | 7.20 | 5.62 | 6.61 | 5.71 | 6.11 | 15.13 | 2.83 | 13.11 | -17.52 | 11.62 | 12.90 | 27.68 | -14.21 | 28.05 | -1.10 | -2.02 | -6.97 | 18.64 | 16.69 | -10.89 | 10.96 | 31.15 | -42.52 | 12.60 | 27.23 | 16.18 | 20.40 | 32.62 | -12.11 | -18.04 | -9.14 | 51.21 | 12.30 | -7.47 |
| Sharpe Ratio | NA | 0.43 | 0.59 | 0.36 | 0.26 | NA | NA | 0.24 | 1.62 | -0.32 | 0.75 | -0.89 | 1.01 | 0.46 | 2.63 | -1.18 | 3.80 | -0.07 | -0.13 | -0.64 | 1.53 | 1.06 | -0.41 | 0.54 | 1.07 | -0.99 | 0.56 | 1.65 | 1.39 | 1.38 | 2.36 | -0.75 | -1.34 | -0.77 | 3.70 | 0.52 | -1.52 |
| Standard Deviation(%) | NA | 15.16 | 14.59 | 14.83 | 15.89 | NA | NA | 18.52 | 16.53 | 11.75 | 11.97 | 21.27 | 11.49 | 27.17 | 9.99 | 13.24 | 7.25 | 17.69 | 15.39 | 10.83 | 12.20 | 15.79 | 26.81 | 20.28 | 29.10 | 43.89 | 17.14 | 14.57 | 10.05 | 14.08 | 13.53 | 17.72 | 15.41 | 17.09 | 12.95 | 17.13 | 65.74 |
| Draw Down(%) | NA | 14.05 | 16.69 | 30.93 | 30.93 | NA | NA | 59.74 | 12.49 | 9.81 | 11.78 | 29.48 | 6.57 | 30.71 | 6.17 | 21.85 | 2.28 | 13.53 | 16.95 | 12.53 | 9.32 | 15.30 | 24.45 | 17.75 | 28.73 | 55.13 | 12.26 | 17.08 | 8.47 | 10.46 | 14.23 | 22.57 | 29.04 | 19.24 | 9.00 | 27.20 | 9.25 |
| Yield(%) | 0.00 | 1.70 | 1.75 | 1.47 | 1.87 | 2.41 | 3.56 | 4.43 | 0.00 | 1.85 | 1.66 | 1.12 | 1.14 | 0.82 | 2.06 | 4.38 | 1.31 | 1.69 | 1.61 | 2.14 | 1.48 | 1.96 | 1.58 | 1.40 | 1.80 | 2.13 | 11.76 | 12.53 | 9.48 | 5.49 | 0.06 | 0.00 | 0.00 | 2.99 | 3.14 | 0.07 | 0.43 |
Data as of 07/18/2025, 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 |
|---|---|---|---|---|
| MRSAX (MFS RESEARCH INTERNATIONAL FUND A) |
-16.87%
Mar 2000 - Mar 2003 |
-5.63%
May 2007 - May 2012 |
0.46%
Dec 2006 - Dec 2016 |
1.01%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRSAX (MFS RESEARCH INTERNATIONAL FUND A) |
30.26%
Mar 2003 - Mar 2006 |
22.79%
Sep 2002 - Sep 2007 |
10.18%
Jan 1998 - Jan 2008 |
8.71%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart