Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EEMHX (MFS Emerging Markets Equity Research Fund R6) | 17.03% | 36.24% | 18.11% | 5.43% | 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 |
|---|---|---|
| EEMHX (MFS Emerging Markets Equity Research Fund R6) | 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 (%) | -7.47 | 36.24 | 18.11 | 5.43 | NA | NA | NA | … | … | 17.03 | 30.98 | 7.31 | 9.23 | -22.25 | -5.03 |
| Sharpe Ratio | NA | 2.20 | 1.07 | 0.20 | NA | NA | NA | … | … | 2.12 | 1.91 | 0.28 | 0.44 | -1.15 | -0.43 |
| Standard Deviation(%) | NA | 17.03 | 15.21 | 16.08 | NA | NA | NA | … | … | 22.20 | 14.78 | 13.35 | 12.84 | 20.65 | 13.60 |
| Draw Down(%) | NA | 12.35 | 16.67 | 38.00 | NA | NA | NA | … | … | 12.35 | 13.65 | 9.15 | 11.74 | 34.79 | 10.08 |
| Yield(%) | 0.00 | 2.17 | 2.32 | 1.41 | 0.72 | 0.48 | 0.36 | … | … | 0.00 | 2.45 | 1.58 | 3.18 | 0.92 | 0.81 |
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 |
|---|---|---|---|---|
| EEMHX (MFS Emerging Markets Equity Research Fund R6) |
-6.03%
May 2021 – May 2024 |
3.78%
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 |
|---|---|---|---|---|
| EEMHX (MFS Emerging Markets Equity Research Fund R6) |
22.73%
May 2023 – May 2026 |
7.04%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart