Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKVHX (MFS Series Trust X – MFS International Large Cap Value Fund) | 8.25% | 25.00% | 19.82% | 11.58% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKVHX (MFS Series Trust X – MFS International Large Cap Value Fund) | 07/01/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.46 | 25.00 | 19.82 | 11.58 | NA | NA | NA | … | … | 8.25 | 40.16 | 6.68 | 16.22 | -8.86 | 14.94 | 20.18 |
| Sharpe Ratio | NA | 1.79 | 1.28 | 0.59 | NA | NA | NA | … | … | 1.21 | 2.61 | 0.26 | 0.98 | -0.47 | 1.19 | 2.54 |
| Standard Deviation(%) | NA | 12.96 | 13.34 | 15.40 | NA | NA | NA | … | … | 15.75 | 14.35 | 11.79 | 12.99 | 21.92 | 12.59 | 17.29 |
| Draw Down(%) | NA | 9.88 | 13.49 | 26.71 | NA | NA | NA | … | … | 9.88 | 13.49 | 8.88 | 10.15 | 26.71 | 7.53 | 8.80 |
| Yield(%) | 0.00 | 9.00 | 7.60 | 5.55 | 3.84 | 2.56 | 1.92 | … | … | 0.00 | 10.96 | 7.33 | 4.71 | 2.60 | 4.32 | 0.59 |
Data as of 06/10/2026, Common starting date is 07/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKVHX (MFS Series Trust X – MFS International Large Cap Value Fund) |
4.16%
Dec 2021 – Dec 2024 |
11.83%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKVHX (MFS Series Trust X – MFS International Large Cap Value Fund) |
24.71%
Sep 2022 – Sep 2025 |
16.05%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart