Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGIAX (MFS INTERNATIONAL VALUE FUND A) | 4.31% | 16.75% | 16.28% | 2.98% | 7.00% | 7.78% | 6.98% | … | … |
Data as of 06/08/2026, Common starting date is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGIAX (MFS INTERNATIONAL VALUE FUND A) | 12/27/1995 | 06/08/2026 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.02 | 16.75 | 16.28 | 2.98 | 7.00 | 7.78 | 6.98 | … | … | 4.31 | 32.75 | 7.07 | 17.76 | -32.40 | 3.13 | 14.38 | 25.57 | -9.22 | 26.82 | 3.93 | 6.50 | 1.29 | 27.33 | 15.80 | -1.95 | 9.43 | 24.63 | -31.48 | 7.03 | 28.08 | 14.25 | 26.77 | 32.01 | -6.95 | -15.75 | -4.08 | 17.55 | 20.26 | 5.53 | 2.62 | -0.22 |
| Sharpe Ratio | NA | 0.97 | 0.90 | 0.02 | 0.34 | NA | NA | … | … | 0.38 | 1.95 | 0.27 | 1.12 | -1.33 | 0.23 | 0.56 | 2.43 | -0.88 | 3.86 | 0.25 | 0.49 | 0.14 | 2.61 | 1.27 | -0.09 | 0.57 | 0.97 | -0.91 | 0.29 | 1.99 | 1.31 | 2.13 | 2.54 | -0.51 | -1.33 | -0.60 | 1.26 | 1.02 | 0.13 | -0.15 | -4.09 |
| Standard Deviation(%) | NA | 14.24 | 14.36 | 17.12 | 16.01 | NA | NA | … | … | 17.34 | 15.35 | 12.89 | 12.76 | 25.45 | 13.68 | 24.92 | 9.91 | 12.14 | 6.80 | 14.62 | 13.19 | 9.36 | 10.45 | 12.47 | 21.03 | 16.47 | 25.31 | 35.69 | 13.65 | 12.44 | 9.16 | 12.10 | 12.33 | 16.03 | 13.85 | 13.80 | 11.27 | 16.51 | 14.32 | 6.73 | 6.85 |
| Draw Down(%) | NA | 12.43 | 13.57 | 37.28 | 37.28 | NA | NA | … | … | 12.43 | 13.57 | 9.17 | 10.79 | 33.06 | 9.16 | 24.87 | 6.01 | 15.85 | 3.21 | 8.96 | 11.17 | 10.55 | 6.32 | 10.62 | 15.77 | 15.42 | 27.61 | 44.80 | 10.33 | 13.74 | 7.08 | 7.24 | 14.02 | 19.81 | 25.31 | 11.79 | 10.54 | 19.92 | 12.06 | 5.24 | 0.42 |
| Yield(%) | 0.00 | 8.56 | 10.62 | 4.88 | 5.11 | 5.67 | 5.36 | … | … | 0.00 | 10.15 | 12.35 | 12.38 | 0.56 | 0.76 | 0.47 | 4.73 | 3.83 | 3.07 | 1.69 | 3.22 | 3.23 | 2.53 | 1.90 | 1.40 | 1.46 | 1.10 | 6.87 | 8.26 | 10.02 | 8.40 | 3.08 | 0.39 | 0.59 | 0.00 | 5.15 | 4.76 | 2.10 | 4.53 | 0.75 | 0.16 |
Data as of 06/08/2026, Common starting date is 12/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGIAX (MFS INTERNATIONAL VALUE FUND A) |
-11.46%
Feb 2006 – Feb 2009 |
-3.06%
Mar 1998 – Mar 2003 |
2.81%
Feb 1999 – Feb 2009 |
3.72%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGIAX (MFS INTERNATIONAL VALUE FUND A) |
31.37%
Mar 2003 – Mar 2006 |
23.28%
Sep 2002 – Sep 2007 |
13.39%
Feb 2009 – Feb 2019 |
11.96%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart
