Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEMGX (MFS EMERGING MARKETS EQUITY FUND R3) | 12.94% | 32.05% | 19.05% | 5.16% | 8.50% | 3.83% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEMGX (MFS EMERGING MARKETS EQUITY FUND R3) | 10/07/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.67 | 32.05 | 19.05 | 5.16 | 8.50 | 3.83 | NA | … | … | 12.94 | 33.45 | 10.93 | 10.87 | -20.08 | -7.00 | 10.20 | 19.80 | -14.04 | 37.42 | 8.58 | -12.93 | -6.88 | -5.43 | 18.72 | -18.82 | 23.04 | 68.12 | -8.12 |
| Sharpe Ratio | NA | 2.14 | 1.18 | 0.18 | 0.42 | NA | NA | … | … | 1.76 | 2.11 | 0.54 | 0.56 | -1.01 | -0.49 | 0.35 | 1.42 | -0.96 | 4.32 | 0.53 | -0.82 | -0.59 | -0.43 | 1.22 | -0.77 | 1.20 | 2.28 | -0.37 |
| Standard Deviation(%) | NA | 15.80 | 14.75 | 16.15 | 16.84 | NA | NA | … | … | 20.31 | 14.58 | 13.42 | 13.01 | 21.47 | 14.19 | 28.48 | 12.89 | 16.10 | 8.55 | 15.90 | 15.74 | 11.72 | 12.72 | 15.38 | 24.55 | 19.11 | 29.89 | 81.60 |
| Draw Down(%) | NA | 12.26 | 14.48 | 40.96 | 42.35 | NA | NA | … | … | 12.26 | 13.64 | 8.92 | 11.01 | 33.88 | 17.96 | 36.05 | 11.48 | 23.75 | 3.91 | 12.18 | 24.25 | 16.98 | 15.76 | 16.18 | 28.21 | 15.38 | 22.10 | 32.46 |
| Yield(%) | 0.00 | 2.97 | 2.90 | 1.69 | 1.88 | 1.21 | 2.22 | … | … | 0.00 | 3.40 | 2.68 | 2.71 | 0.78 | 1.38 | 0.42 | 2.09 | 0.45 | 0.11 | 0.54 | 0.00 | 3.01 | 0.42 | 0.89 | 0.41 | 0.15 | 2.09 | 14.78 |
Data as of 06/10/2026, Common starting date is 10/07/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEMGX (MFS EMERGING MARKETS EQUITY FUND R3) |
-10.86%
Feb 2013 – Feb 2016 |
-6.80%
Feb 2011 – Feb 2016 |
-1.26%
Oct 2012 – Oct 2022 |
2.30%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEMGX (MFS EMERGING MARKETS EQUITY FUND R3) |
30.58%
Feb 2009 – Feb 2012 |
15.60%
Nov 2008 – Nov 2013 |
9.53%
Feb 2016 – Feb 2026 |
6.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart