Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MIDJX (MFS INTERNATIONAL NEW DISCOVERY FUND R4) | 5.68% | 2.61% | 0.49% | 2.87% | 2.51% | 4.98% | 5.79% | 5.70% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIDJX (MFS INTERNATIONAL NEW DISCOVERY FUND R4) | 04/07/2005 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 04/07/2005.
AR inception is since 04/07/2005.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 2.61 | 0.49 | 2.87 | 2.51 | 4.98 | 5.79 | 5.70 | 5.68 | -4.02 | 10.42 | -22.59 | 0.96 | 5.95 | 22.79 | -10.39 | 32.02 | 0.53 | 2.72 | -2.68 | 19.74 | 25.04 | -10.01 | 22.42 | 47.81 | -43.53 | 8.68 | 27.26 | 17.63 |
| Sharpe Ratio | NA | -0.27 | -0.27 | 0.04 | 0.06 | NA | NA | 0.25 | 1.03 | -0.88 | 0.58 | -1.23 | 0.08 | 0.22 | 2.34 | -1.00 | 4.94 | 0.02 | 0.22 | -0.30 | 2.10 | 1.93 | -0.44 | 1.24 | 1.93 | -1.17 | 0.33 | 1.61 | 2.26 |
| Standard Deviation(%) | NA | 13.78 | 14.49 | 14.19 | 14.60 | NA | NA | 17.32 | 15.87 | 12.01 | 10.76 | 19.62 | 11.08 | 25.80 | 9.15 | 11.74 | 6.38 | 15.33 | 12.50 | 8.99 | 9.36 | 13.04 | 22.85 | 17.97 | 24.67 | 37.87 | 17.48 | 14.93 | 9.88 |
| Draw Down(%) | NA | 19.23 | 19.23 | 36.24 | 36.24 | NA | NA | 58.43 | 10.15 | 14.71 | 12.21 | 29.63 | 12.37 | 34.73 | 6.62 | 17.99 | 2.51 | 10.29 | 12.12 | 12.69 | 8.05 | 11.24 | 22.04 | 15.06 | 22.29 | 54.67 | 13.95 | 18.36 | 6.85 |
| Yield(%) | 0.00 | 2.47 | 1.65 | 1.52 | 2.40 | 2.97 | 4.77 | 4.70 | 0.00 | 2.48 | 2.08 | 0.61 | 1.22 | 0.35 | 3.30 | 5.74 | 3.51 | 2.74 | 1.18 | 1.35 | 1.48 | 1.60 | 1.34 | 1.34 | 1.89 | 5.24 | 20.25 | 12.01 | 8.38 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIDJX (MFS INTERNATIONAL NEW DISCOVERY FUND R4) |
-14.43%
Feb 2006 - Feb 2009 |
-2.58%
Dec 2019 - Dec 2024 |
2.01%
Oct 2013 - Oct 2023 |
2.50%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIDJX (MFS INTERNATIONAL NEW DISCOVERY FUND R4) |
29.36%
Feb 2009 - Feb 2012 |
23.47%
Feb 2009 - Feb 2014 |
13.95%
Feb 2009 - Feb 2019 |
9.25%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart