Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MEMHX (MFS EMERGING MARKETS EQUITY FUND R4) | 13.04% | 32.41% | 19.35% | 5.42% | 8.77% | 4.09% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/07/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MEMHX (MFS EMERGING MARKETS EQUITY FUND R4) | 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 | 32.41 | 19.35 | 5.42 | 8.77 | 4.09 | NA | … | … | 13.04 | 33.79 | 11.23 | 11.13 | -19.88 | -6.75 | 10.45 | 20.06 | -13.82 | 37.76 | 8.86 | -12.73 | -6.61 | -5.19 | 18.99 | -18.61 | 23.38 | 68.60 | -23.36 |
| Sharpe Ratio | NA | 2.16 | 1.20 | 0.20 | 0.44 | NA | NA | … | … | 1.77 | 2.13 | 0.57 | 0.58 | -1.00 | -0.48 | 0.36 | 1.44 | -0.95 | 4.36 | 0.54 | -0.81 | -0.57 | -0.41 | 1.24 | -0.76 | 1.22 | 2.29 | -0.81 |
| Standard Deviation(%) | NA | 15.80 | 14.73 | 16.15 | 16.84 | NA | NA | … | … | 20.28 | 14.58 | 13.41 | 13.00 | 21.49 | 14.21 | 28.51 | 12.89 | 16.06 | 8.55 | 15.94 | 15.72 | 11.71 | 12.74 | 15.39 | 24.55 | 19.12 | 29.87 | 83.99 |
| Draw Down(%) | NA | 12.24 | 14.34 | 40.75 | 42.10 | NA | NA | … | … | 12.24 | 13.61 | 8.89 | 10.95 | 33.75 | 17.81 | 36.05 | 11.40 | 23.58 | 3.91 | 12.14 | 24.19 | 16.87 | 15.64 | 16.11 | 28.12 | 15.32 | 22.03 | 32.49 |
| Yield(%) | 0.00 | 3.08 | 3.11 | 1.94 | 2.24 | 1.47 | 1.81 | … | … | 0.00 | 3.53 | 2.95 | 2.98 | 1.03 | 2.03 | 0.77 | 2.08 | 0.69 | 0.40 | 0.90 | 0.37 | 3.23 | 0.64 | 1.21 | 0.66 | 0.48 | 2.21 | 0.00 |
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 |
|---|---|---|---|---|
| MEMHX (MFS EMERGING MARKETS EQUITY FUND R4) |
-10.62%
Feb 2013 – Feb 2016 |
-6.56%
Feb 2011 – Feb 2016 |
-1.02%
Oct 2012 – Oct 2022 |
2.56%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MEMHX (MFS EMERGING MARKETS EQUITY FUND R4) |
30.91%
Feb 2009 – Feb 2012 |
15.42%
Feb 2009 – Feb 2014 |
9.81%
Feb 2016 – Feb 2026 |
6.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart