Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDIJX (MFS INTERNATIONAL DIVERSIFICATION FUND I) | 5.76% | 16.32% | 14.41% | 5.58% | 9.21% | 7.28% | 6.86% | … | … |
Data as of 06/10/2026, Common starting date is 12/29/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDIJX (MFS INTERNATIONAL DIVERSIFICATION FUND I) | 12/29/2004 | 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 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.23 | 16.32 | 14.41 | 5.58 | 9.21 | 7.28 | 6.86 | … | … | 5.76 | 27.84 | 6.41 | 14.37 | -18.72 | 6.81 | 14.17 | 26.00 | -11.05 | 30.28 | 2.47 | 0.11 | -3.86 | 17.26 | 18.39 | -9.17 | 13.57 | 34.67 | -40.07 | 13.20 | 27.50 | 16.97 | 0.67 |
| Sharpe Ratio | NA | 1.20 | 0.93 | 0.23 | 0.50 | NA | NA | … | … | 0.85 | 1.90 | 0.25 | 0.94 | -0.99 | 0.61 | 0.54 | 2.50 | -0.97 | 4.44 | 0.15 | 0.01 | -0.39 | 1.58 | 1.29 | -0.37 | 0.73 | 1.30 | -1.02 | 0.62 | 1.74 | 1.54 | 13.83 |
| Standard Deviation(%) | NA | 12.88 | 12.71 | 14.33 | 14.83 | NA | NA | … | … | 16.11 | 13.19 | 11.38 | 11.53 | 20.41 | 11.21 | 25.87 | 9.83 | 12.82 | 6.71 | 15.51 | 13.89 | 9.83 | 10.92 | 14.35 | 24.69 | 18.54 | 26.65 | 39.93 | 16.29 | 13.94 | 9.53 | 9.49 |
| Draw Down(%) | NA | 11.40 | 12.57 | 30.76 | 30.76 | NA | NA | … | … | 11.40 | 12.57 | 8.61 | 11.36 | 28.71 | 6.29 | 30.09 | 6.73 | 18.54 | 2.38 | 10.60 | 14.80 | 11.93 | 9.07 | 13.41 | 22.14 | 16.17 | 26.01 | 52.36 | 12.12 | 16.67 | 8.08 | 0.09 |
| Yield(%) | 0.00 | 5.40 | 4.73 | 2.89 | 3.61 | 3.15 | 3.73 | … | … | 0.00 | 6.30 | 3.64 | 4.53 | 0.54 | 1.96 | 0.78 | 3.09 | 2.69 | 2.10 | 2.23 | 1.68 | 1.42 | 1.21 | 1.40 | 1.03 | 0.96 | 2.21 | 2.30 | 11.75 | 6.58 | 3.61 | 0.76 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| MDIJX (MFS INTERNATIONAL DIVERSIFICATION FUND I) |
-13.20%
Feb 2006 – Feb 2009 |
-2.90%
May 2007 – May 2012 |
2.58%
Dec 2006 – Dec 2016 |
2.45%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIJX (MFS INTERNATIONAL DIVERSIFICATION FUND I) |
23.78%
Feb 2009 – Feb 2012 |
18.82%
Feb 2009 – Feb 2014 |
11.55%
Feb 2009 – Feb 2019 |
9.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart