Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWNIX (MFS INTERNATIONAL NEW DISCOVERY FUND I) | 6.24% | 9.94% | 9.84% | 0.96% | 5.20% | 5.39% | 5.61% | … | … |
Data as of 06/04/2026, Common starting date is 12/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWNIX (MFS INTERNATIONAL NEW DISCOVERY FUND I) | 12/16/1998 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.97 | 9.94 | 9.84 | 0.96 | 5.20 | 5.39 | 5.61 | … | … | 6.24 | 16.88 | 0.90 | 13.03 | -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 | 0.86 | 0.65 | -0.09 | 0.27 | NA | NA | … | … | 1.18 | 1.23 | -0.25 | 0.89 | -1.23 | 0.10 | 0.22 | 2.34 | -1.01 | 4.94 | 0.02 | 0.22 | -0.30 | 2.11 | 1.93 | -0.44 | 1.24 | 1.93 | -1.17 | 0.32 | 1.62 | 1.88 | 1.72 | 4.24 | -0.68 | -0.70 | -0.48 | 1.87 | 22.75 |
| Standard Deviation(%) | NA | 11.54 | 11.63 | 13.37 | 14.24 | NA | NA | … | … | 14.60 | 11.42 | 10.74 | 10.63 | 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 | 11.78 | 15.12 | 36.16 | 36.16 | NA | NA | … | … | 11.78 | 10.18 | 10.36 | 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 | 3.24 | 4.96 | 2.66 | 3.43 | 3.31 | 4.13 | … | … | 0.00 | 3.67 | 7.25 | 4.40 | 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 06/04/2026, Common starting date 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 |
-2.21%
Sep 2017 – Sep 2022 |
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