Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRSRX (MFS RESEARCH INTERNATIONAL FUND R2) | 8.87% | 15.77% | 12.42% | 5.16% | 8.11% | 5.66% | 4.87% | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRSRX (MFS RESEARCH INTERNATIONAL FUND R2) | 11/03/2003 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 15.77 | 12.42 | 5.16 | 8.11 | 5.66 | 4.87 | … | … | 8.87 | 22.05 | 2.54 | 12.86 | -17.76 | 11.32 | 12.63 | 27.30 | -14.36 | 27.67 | -1.36 | -2.28 | -7.18 | 18.33 | 16.43 | -11.10 | 10.67 | 30.76 | -42.57 | 12.17 | 26.89 | 15.71 | 20.01 | 9.45 |
| Sharpe Ratio | NA | 1.07 | 0.70 | 0.17 | 0.42 | NA | NA | … | … | 1.21 | 1.35 | -0.09 | 0.78 | -0.91 | 0.99 | 0.45 | 2.57 | -1.19 | 3.76 | -0.09 | -0.15 | -0.66 | 1.50 | 1.04 | -0.41 | 0.52 | 1.05 | -0.99 | 0.53 | 1.62 | 1.34 | 1.35 | 6.61 |
| Standard Deviation(%) | NA | 13.29 | 13.27 | 14.92 | 15.55 | NA | NA | … | … | 16.32 | 14.24 | 11.79 | 11.96 | 21.24 | 11.45 | 27.21 | 10.04 | 13.26 | 7.22 | 17.72 | 15.37 | 10.84 | 12.21 | 15.84 | 27.19 | 20.30 | 29.14 | 43.86 | 17.16 | 14.59 | 10.05 | 14.08 | 11.49 |
| Draw Down(%) | NA | 11.67 | 14.18 | 31.13 | 31.13 | NA | NA | … | … | 11.67 | 12.53 | 9.88 | 11.85 | 29.62 | 6.57 | 30.72 | 6.22 | 21.98 | 2.30 | 13.57 | 17.11 | 12.59 | 9.30 | 15.34 | 24.51 | 17.85 | 28.77 | 55.15 | 12.28 | 17.15 | 8.50 | 10.51 | 2.27 |
| Yield(%) | 0.00 | 5.23 | 3.05 | 1.99 | 2.56 | 2.17 | 2.80 | … | … | 0.00 | 6.02 | 1.61 | 1.36 | 0.95 | 0.95 | 0.56 | 1.81 | 4.22 | 1.07 | 1.52 | 1.41 | 1.98 | 1.35 | 1.83 | 1.51 | 1.24 | 1.66 | 2.08 | 11.86 | 12.58 | 9.51 | 5.75 | 0.27 |
Data as of 06/04/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRSRX (MFS RESEARCH INTERNATIONAL FUND R2) |
-15.67%
Feb 2006 – Feb 2009 |
-5.85%
May 2007 – May 2012 |
0.21%
Dec 2006 – Dec 2016 |
0.77%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRSRX (MFS RESEARCH INTERNATIONAL FUND R2) |
24.06%
Oct 2004 – Oct 2007 |
17.43%
Feb 2009 – Feb 2014 |
9.38%
Feb 2016 – Feb 2026 |
8.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart