Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EEMPX (MFS Emerging Markets Equity Research Fund A) | 18.24% | 38.73% | 18.63% | 5.49% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EEMPX (MFS Emerging Markets Equity Research Fund A) | 02/24/2021 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.03 | 38.73 | 18.63 | 5.49 | NA | NA | NA | … | … | 18.24 | 30.69 | 7.03 | 8.94 | -22.47 | -5.24 |
| Sharpe Ratio | NA | 2.18 | 1.05 | 0.18 | NA | NA | NA | … | … | 2.09 | 1.88 | 0.26 | 0.41 | -1.16 | -0.45 |
| Standard Deviation(%) | NA | 17.05 | 15.25 | 16.13 | NA | NA | NA | … | … | 22.24 | 14.82 | 13.37 | 12.94 | 20.74 | 13.56 |
| Draw Down(%) | NA | 12.38 | 16.82 | 38.24 | NA | NA | NA | … | … | 12.38 | 13.79 | 9.16 | 11.88 | 34.90 | 10.27 |
| Yield(%) | 0.00 | 2.01 | 2.13 | 1.24 | 0.63 | 0.42 | 0.31 | … | … | 0.00 | 2.25 | 1.43 | 2.90 | 0.70 | 0.60 |
Data as of 06/08/2026, Common starting date is 02/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEMPX (MFS Emerging Markets Equity Research Fund A) |
-6.31%
May 2021 – May 2024 |
3.53%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEMPX (MFS Emerging Markets Equity Research Fund A) |
22.42%
May 2023 – May 2026 |
6.74%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart