Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDIZX (MFS INTERNATIONAL DIVERSIFICATION FUND R6) | 5.80% | 16.41% | 14.52% | 6.28% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDIZX (MFS INTERNATIONAL DIVERSIFICATION FUND R6) | 10/06/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.26 | 16.41 | 14.52 | 6.28 | NA | NA | NA | … | … | 5.80 | 28.00 | 6.52 | 14.48 | -17.04 | 7.79 | 15.45 | 26.09 | -10.92 | 5.44 |
| Sharpe Ratio | NA | 1.21 | 0.94 | 0.28 | NA | NA | NA | … | … | 0.85 | 1.91 | 0.25 | 0.95 | -0.92 | 0.69 | 0.58 | 2.50 | -0.97 | 4.23 |
| Standard Deviation(%) | NA | 12.86 | 12.71 | 14.28 | NA | NA | NA | … | … | 16.10 | 13.20 | 11.38 | 11.51 | 20.23 | 11.20 | 25.90 | 9.84 | 12.78 | 5.91 |
| Draw Down(%) | NA | 11.36 | 12.59 | 30.09 | NA | NA | NA | … | … | 11.36 | 12.59 | 8.59 | 11.30 | 28.65 | 6.28 | 30.07 | 6.72 | 18.44 | 1.47 |
| Yield(%) | 0.00 | 5.50 | 4.84 | 3.45 | 3.30 | 2.20 | 1.65 | … | … | 0.00 | 6.41 | 3.75 | 4.64 | 2.23 | 2.91 | 1.93 | 3.17 | 2.77 | 1.72 |
Data as of 06/10/2026, Common starting date is 10/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIZX (MFS INTERNATIONAL DIVERSIFICATION FUND R6) |
-0.66%
Oct 2019 – Oct 2022 |
3.00%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDIZX (MFS INTERNATIONAL DIVERSIFICATION FUND R6) |
19.96%
Sep 2022 – Sep 2025 |
10.67%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart