Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EEMEX (MFS Emerging Markets Equity Research Fund R2) | 16.80% | 35.59% | 17.54% | 4.90% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EEMEX (MFS Emerging Markets Equity Research Fund R2) | 02/24/2021 | 06/10/2026 |
| 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 (%) | -7.44 | 35.59 | 17.54 | 4.90 | NA | NA | NA | … | … | 16.80 | 30.38 | 6.75 | 8.69 | -22.71 | -5.45 |
| Sharpe Ratio | NA | 2.17 | 1.03 | 0.17 | NA | NA | NA | … | … | 2.08 | 1.86 | 0.23 | 0.39 | -1.17 | -0.47 |
| Standard Deviation(%) | NA | 17.02 | 15.23 | 16.12 | NA | NA | NA | … | … | 22.24 | 14.82 | 13.33 | 12.91 | 20.71 | 13.66 |
| Draw Down(%) | NA | 12.33 | 16.98 | 38.52 | NA | NA | NA | … | … | 12.33 | 13.82 | 9.18 | 11.90 | 35.11 | 10.39 |
| Yield(%) | 0.00 | 1.67 | 1.86 | 1.05 | 0.53 | 0.36 | 0.27 | … | … | 0.00 | 1.89 | 1.27 | 2.64 | 0.57 | 0.39 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| EEMEX (MFS Emerging Markets Equity Research Fund R2) |
-6.51%
May 2021 – May 2024 |
3.24%
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 |
|---|---|---|---|---|
| EEMEX (MFS Emerging Markets Equity Research Fund R2) |
22.07%
May 2023 – May 2026 |
6.47%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart