Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EEMRX (MFS Emerging Markets Equity Research Fund C) | 17.83% | 37.63% | 17.69% | 4.68% | 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 |
|---|---|---|
| EEMRX (MFS Emerging Markets Equity Research Fund C) | 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 (%) | -6.04 | 37.63 | 17.69 | 4.68 | NA | NA | NA | … | … | 17.83 | 29.61 | 6.22 | 8.21 | -23.05 | -5.89 |
| Sharpe Ratio | NA | 2.11 | 0.99 | 0.13 | NA | NA | NA | … | … | 2.03 | 1.81 | 0.20 | 0.36 | -1.18 | -0.50 |
| Standard Deviation(%) | NA | 17.07 | 15.25 | 16.14 | NA | NA | NA | … | … | 22.27 | 14.86 | 13.30 | 12.89 | 20.78 | 13.66 |
| Draw Down(%) | NA | 12.43 | 17.11 | 38.82 | NA | NA | NA | … | … | 12.43 | 13.80 | 9.23 | 11.99 | 35.26 | 10.64 |
| Yield(%) | 0.00 | 1.34 | 1.46 | 0.79 | 0.40 | 0.27 | 0.20 | … | … | 0.00 | 1.50 | 0.99 | 2.01 | 0.23 | 0.36 |
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 |
|---|---|---|---|---|
| EEMRX (MFS Emerging Markets Equity Research Fund C) |
-7.02%
May 2021 – May 2024 |
2.72%
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 |
|---|---|---|---|---|
| EEMRX (MFS Emerging Markets Equity Research Fund C) |
21.46%
May 2023 – May 2026 |
5.92%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart