Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDIDX (MFS INTERNATIONAL DIVERSIFICATION FUND A) | 6.68% | 17.41% | 14.67% | 5.54% | 8.70% | 6.97% | 6.56% | … | … |
Data as of 06/08/2026, Common starting date is 12/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDIDX (MFS INTERNATIONAL DIVERSIFICATION FUND A) | 12/29/2004 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.53 | 17.41 | 14.67 | 5.54 | 8.70 | 6.97 | 6.56 | … | … | 6.68 | 27.58 | 6.11 | 14.05 | -18.93 | 6.53 | 13.88 | 25.68 | -11.24 | 29.94 | 2.16 | -0.12 | -4.08 | 16.93 | 18.16 | -9.40 | 13.20 | 34.22 | -40.25 | 12.77 | 27.11 | 16.66 | 0.64 |
| Sharpe Ratio | NA | 1.50 | 1.01 | 0.25 | 0.51 | NA | NA | … | … | 1.41 | 1.88 | 0.22 | 0.91 | -1.00 | 0.58 | 0.52 | 2.46 | -0.99 | 4.34 | 0.13 | -0.01 | -0.42 | 1.55 | 1.27 | -0.38 | 0.71 | 1.29 | -1.03 | 0.59 | 1.71 | 1.52 | 10.96 |
| Standard Deviation(%) | NA | 12.49 | 12.59 | 14.27 | 14.80 | NA | NA | … | … | 15.38 | 13.21 | 11.40 | 11.53 | 20.39 | 11.23 | 25.90 | 9.83 | 12.81 | 6.78 | 15.50 | 13.92 | 9.86 | 10.88 | 14.39 | 24.73 | 18.48 | 26.51 | 39.89 | 16.25 | 13.91 | 9.47 | 11.07 |
| Draw Down(%) | NA | 11.41 | 12.60 | 30.97 | 30.97 | NA | NA | … | … | 11.41 | 12.60 | 8.65 | 11.37 | 28.86 | 6.32 | 30.15 | 6.80 | 18.72 | 2.40 | 10.63 | 14.81 | 11.97 | 9.08 | 13.44 | 22.24 | 16.19 | 26.05 | 52.40 | 12.12 | 16.66 | 8.01 | 0.17 |
| Yield(%) | 0.00 | 5.23 | 4.53 | 2.69 | 3.20 | 2.81 | 3.39 | … | … | 0.00 | 6.07 | 3.40 | 4.31 | 0.33 | 1.71 | 0.55 | 2.84 | 2.48 | 1.82 | 1.99 | 1.58 | 1.17 | 1.00 | 1.16 | 0.80 | 0.79 | 1.84 | 2.16 | 11.45 | 6.32 | 3.37 | 0.73 |
Data as of 06/08/2026, Common starting date is 12/29/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIDX (MFS INTERNATIONAL DIVERSIFICATION FUND A) |
-13.49%
Feb 2006 – Feb 2009 |
-3.16%
May 2007 – May 2012 |
2.29%
Dec 2006 – Dec 2016 |
2.18%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIDX (MFS INTERNATIONAL DIVERSIFICATION FUND A) |
23.44%
Feb 2009 – Feb 2012 |
18.52%
Feb 2009 – Feb 2014 |
11.26%
Feb 2009 – Feb 2019 |
9.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart