Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MWNIX (MFS INTERNATIONAL NEW DISCOVERY FUND I) | 16.40% | 9.38% | 5.94% | 1.83% | 4.01% | 5.94% | 6.13% | 8.16% |
Data as of 07/25/2025, AR inception is 12/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWNIX (MFS INTERNATIONAL NEW DISCOVERY FUND I) | 12/16/1998 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 9.38 | 5.94 | 1.83 | 4.01 | 5.94 | 6.13 | 8.16 | 16.40 | -3.81 | 10.50 | -22.46 | 1.12 | 6.04 | 22.85 | -10.42 | 32.04 | 0.52 | 2.72 | -2.66 | 19.76 | 25.02 | -10.02 | 22.43 | 47.75 | -43.53 | 8.78 | 27.40 | 20.60 | 24.75 | 47.98 | -6.79 | -7.60 | -6.39 | 42.21 | 5.14 |
| Sharpe Ratio | NA | 0.21 | 0.25 | 0.00 | 0.15 | NA | NA | 0.39 | 2.03 | -0.87 | 0.59 | -1.22 | 0.10 | 0.22 | 2.34 | -1.00 | 4.94 | 0.02 | 0.22 | -0.30 | 2.11 | 1.93 | -0.44 | 1.24 | 1.93 | -1.17 | 0.33 | 1.63 | 1.89 | 1.72 | 4.24 | -0.67 | -0.69 | -0.48 | 1.88 | 22.78 |
| Standard Deviation(%) | NA | 13.64 | 13.62 | 13.71 | 14.52 | NA | NA | 16.96 | 13.10 | 11.93 | 10.76 | 19.55 | 11.03 | 25.80 | 9.15 | 11.74 | 6.38 | 15.34 | 12.49 | 9.00 | 9.37 | 13.03 | 22.85 | 17.97 | 24.68 | 37.94 | 17.47 | 14.91 | 9.77 | 13.82 | 11.15 | 11.73 | 14.51 | 22.01 | 20.74 | 11.01 |
| Draw Down(%) | NA | 19.08 | 19.08 | 36.16 | 36.16 | NA | NA | 58.39 | 10.18 | 14.54 | 12.20 | 29.64 | 12.27 | 34.72 | 6.59 | 18.01 | 2.53 | 10.29 | 12.14 | 12.67 | 8.05 | 11.20 | 22.04 | 15.06 | 22.25 | 54.66 | 13.95 | 18.38 | 9.31 | 11.21 | 11.00 | 23.64 | 25.14 | 24.22 | 14.57 | 0.46 |
| Yield(%) | 0.00 | 2.29 | 1.68 | 1.27 | 2.44 | 3.00 | 4.52 | 8.14 | 0.00 | 2.38 | 1.98 | 0.58 | 1.26 | 0.33 | 3.20 | 5.57 | 3.40 | 2.66 | 1.15 | 1.33 | 1.46 | 1.55 | 1.31 | 1.31 | 1.84 | 5.12 | 19.98 | 11.86 | 8.53 | 6.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.37 |
Data as of 07/25/2025, AR inception is 12/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWNIX (MFS INTERNATIONAL NEW DISCOVERY FUND I) |
-14.38%
Feb 2006 - Feb 2009 |
-2.44%
Dec 2019 - Dec 2024 |
2.06%
Oct 2013 - Oct 2023 |
2.52%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWNIX (MFS INTERNATIONAL NEW DISCOVERY FUND I) |
38.05%
Mar 2003 - Mar 2006 |
28.46%
Oct 2002 - Oct 2007 |
14.96%
Mar 2003 - Mar 2013 |
12.85%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart