Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDIHX (MFS INTERNATIONAL DIVERSIFICATION FUND R3) | 5.60% | 15.98% | 14.12% | 5.31% | 8.93% | 7.01% | 6.58% | … | … |
Data as of 06/10/2026, Common starting date is 03/31/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDIHX (MFS INTERNATIONAL DIVERSIFICATION FUND R3) | 03/31/2005 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.27 | 15.98 | 14.12 | 5.31 | 8.93 | 7.01 | 6.58 | … | … | 5.60 | 27.57 | 6.14 | 14.04 | -18.95 | 6.56 | 13.89 | 25.66 | -11.26 | 29.90 | 2.19 | -0.11 | -4.08 | 16.93 | 18.18 | -9.42 | 13.26 | 34.25 | -40.20 | 12.80 | 27.19 | 12.76 |
| Sharpe Ratio | NA | 1.18 | 0.91 | 0.21 | 0.48 | NA | NA | … | … | 0.83 | 1.88 | 0.22 | 0.91 | -1.00 | 0.58 | 0.52 | 2.46 | -0.99 | 4.33 | 0.13 | -0.01 | -0.42 | 1.55 | 1.28 | -0.38 | 0.71 | 1.29 | -1.03 | 0.59 | 1.71 | 1.47 |
| Standard Deviation(%) | NA | 12.84 | 12.72 | 14.33 | 14.85 | NA | NA | … | … | 16.06 | 13.19 | 11.41 | 11.56 | 20.40 | 11.22 | 25.94 | 9.85 | 12.83 | 6.78 | 15.63 | 13.87 | 9.80 | 10.88 | 14.31 | 24.74 | 18.50 | 26.55 | 39.89 | 16.29 | 13.94 | 10.09 |
| Draw Down(%) | NA | 11.40 | 12.57 | 30.96 | 30.96 | NA | NA | … | … | 11.40 | 12.57 | 8.65 | 11.43 | 28.87 | 6.30 | 30.16 | 6.80 | 18.71 | 2.42 | 10.63 | 14.85 | 11.94 | 9.07 | 13.36 | 22.25 | 16.10 | 26.02 | 52.41 | 12.16 | 16.62 | 6.19 |
| Yield(%) | 0.00 | 5.26 | 4.55 | 2.72 | 3.35 | 2.89 | 3.47 | … | … | 0.00 | 6.12 | 3.45 | 4.36 | 0.35 | 1.74 | 0.59 | 2.89 | 2.51 | 1.86 | 2.01 | 1.61 | 1.20 | 1.05 | 1.25 | 0.89 | 0.79 | 1.98 | 2.22 | 11.54 | 6.43 | 0.00 |
Data as of 06/10/2026, Common starting date is 03/31/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIHX (MFS INTERNATIONAL DIVERSIFICATION FUND R3) |
-13.45%
Feb 2006 – Feb 2009 |
-3.14%
May 2007 – May 2012 |
2.31%
Dec 2006 – Dec 2016 |
2.20%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIHX (MFS INTERNATIONAL DIVERSIFICATION FUND R3) |
23.46%
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