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 |
---|---|---|---|---|---|---|---|---|
MIEIX (MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND) | 8.84% | 11.71% | 9.25% | 11.23% | 6.37% | 7.18% | 7.16% | 6.51% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MIEIX (MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND) | 12/26/1996 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/26/1996.
AR inception is since 12/26/1996.
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 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 3.81 | 11.71 | 9.25 | 11.23 | 6.37 | 7.18 | 7.16 | 6.51 | 8.84 | 4.13 | 19.06 | -15.16 | 11.37 | 10.86 | 28.40 | -10.66 | 28.02 | 0.30 | 0.02 | -4.21 | 18.56 | 22.55 | -9.80 | 11.27 | 33.12 | -34.87 | 8.96 | 27.95 | 12.92 | 19.04 | 31.02 | -7.08 | -13.52 | -16.52 | 30.19 | 0.90 | 7.81 | -0.75 |
Sharpe Ratio | NA | 0.35 | 0.31 | 0.56 | 0.29 | NA | NA | 0.27 | 1.41 | -0.21 | 1.21 | -0.74 | 0.91 | 0.37 | 2.66 | -0.89 | 3.69 | 0.01 | 0.00 | -0.38 | 1.47 | 1.31 | -0.35 | 0.53 | 1.23 | -0.91 | 0.40 | 1.88 | 1.11 | 1.37 | 2.11 | -0.45 | -1.08 | -1.10 | 2.15 | -0.13 | 0.37 | -2.34 |
Standard Deviation(%) | NA | 15.09 | 15.86 | 16.17 | 16.41 | NA | NA | 18.05 | 19.89 | 11.75 | 12.35 | 22.45 | 12.50 | 28.74 | 10.15 | 13.44 | 7.46 | 16.80 | 15.23 | 10.97 | 12.61 | 17.28 | 27.88 | 21.23 | 26.91 | 39.04 | 15.13 | 13.17 | 9.66 | 13.18 | 14.34 | 18.16 | 14.85 | 18.81 | 12.54 | 18.52 | 11.54 | 21.45 |
Draw Down(%) | NA | 13.43 | 17.72 | 30.42 | 31.35 | NA | NA | 53.02 | 13.43 | 9.05 | 11.69 | 28.03 | 7.70 | 31.35 | 6.48 | 18.30 | 2.47 | 11.82 | 15.89 | 11.80 | 8.88 | 15.33 | 25.53 | 17.54 | 26.21 | 48.58 | 10.09 | 14.26 | 6.87 | 8.31 | 15.40 | 18.65 | 26.09 | 22.17 | 8.35 | 26.03 | 10.43 | 1.79 |
Yield(%) | 0.00 | 1.48 | 1.46 | 1.92 | 1.97 | 2.52 | 3.70 | 3.93 | 0.00 | 1.53 | 1.95 | 0.72 | 2.23 | 0.86 | 3.91 | 1.43 | 2.32 | 1.79 | 1.69 | 2.56 | 1.92 | 1.55 | 1.64 | 1.46 | 2.23 | 2.46 | 8.56 | 11.99 | 4.19 | 6.16 | 0.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.71 | 1.14 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MIEIX (MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND) |
-15.88%
Mar 2000 - Mar 2003 |
-6.78%
Mar 1998 - Mar 2003 |
1.40%
Feb 1999 - Feb 2009 |
3.12%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MIEIX (MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND) |
27.84%
Mar 2003 - Mar 2006 |
21.64%
Sep 2002 - Sep 2007 |
11.29%
Mar 2003 - Mar 2013 |
10.30%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart