Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRSIX (MFS RESEARCH INTERNATIONAL FUND I) | 6.43% | 13.81% | 12.04% | 5.15% | 8.38% | 6.01% | 5.28% | … | … |
Data as of 06/05/2026, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRSIX (MFS RESEARCH INTERNATIONAL FUND I) | 12/22/1997 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.14 | 13.81 | 12.04 | 5.15 | 8.38 | 6.01 | 5.28 | … | … | 6.43 | 22.61 | 3.06 | 13.44 | -17.33 | 11.87 | 13.18 | 27.99 | -13.99 | 28.37 | -0.89 | -1.75 | -6.74 | 18.93 | 16.98 | -10.61 | 11.22 | 31.44 | -42.30 | 12.94 | 27.70 | 16.62 | 20.86 | 33.02 | -11.79 | -17.74 | -11.93 | 48.35 | 12.91 | -7.47 |
| Sharpe Ratio | NA | 0.83 | 0.66 | 0.18 | 0.44 | NA | NA | … | … | 0.79 | 1.39 | -0.05 | 0.83 | -0.89 | 1.03 | 0.47 | 2.65 | -1.17 | 3.85 | -0.06 | -0.12 | -0.62 | 1.55 | 1.08 | -0.40 | 0.55 | 1.08 | -0.98 | 0.57 | 1.67 | 1.43 | 1.41 | 2.39 | -0.73 | -1.33 | -0.93 | 3.45 | 0.55 | -1.53 |
| Standard Deviation(%) | NA | 13.51 | 13.29 | 14.95 | 15.57 | NA | NA | … | … | 16.54 | 14.21 | 11.76 | 11.96 | 21.25 | 11.48 | 27.19 | 10.02 | 13.23 | 7.24 | 17.76 | 15.39 | 10.85 | 12.21 | 15.82 | 26.82 | 20.21 | 29.02 | 43.94 | 17.13 | 14.63 | 10.03 | 14.07 | 13.50 | 17.70 | 15.41 | 17.39 | 13.04 | 17.14 | 65.80 |
| Draw Down(%) | NA | 11.64 | 13.95 | 30.73 | 30.73 | NA | NA | … | … | 11.64 | 12.50 | 9.76 | 11.72 | 29.34 | 6.52 | 30.69 | 6.16 | 21.65 | 2.26 | 13.53 | 16.92 | 12.47 | 9.26 | 15.23 | 24.38 | 17.63 | 28.68 | 55.06 | 12.20 | 17.07 | 8.36 | 10.47 | 14.19 | 22.43 | 28.85 | 21.79 | 8.96 | 26.99 | 9.25 |
| Yield(%) | 0.00 | 5.33 | 3.39 | 2.32 | 3.05 | 2.62 | 3.16 | … | … | 0.00 | 6.13 | 2.05 | 1.86 | 1.28 | 1.41 | 1.02 | 2.27 | 4.46 | 1.53 | 1.95 | 1.83 | 2.31 | 1.71 | 2.15 | 1.87 | 1.58 | 2.02 | 2.29 | 11.83 | 12.60 | 9.61 | 5.69 | 0.32 | 0.00 | 0.00 | 0.00 | 0.37 | 0.17 | 0.43 |
Data as of 06/05/2026, Common starting date is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRSIX (MFS RESEARCH INTERNATIONAL FUND I) |
-17.52%
Mar 2000 – Mar 2003 |
-5.36%
May 2007 – May 2012 |
0.73%
Dec 2006 – Dec 2016 |
1.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRSIX (MFS RESEARCH INTERNATIONAL FUND I) |
30.69%
Mar 2003 – Mar 2006 |
23.22%
Sep 2002 – Sep 2007 |
10.25%
Mar 2003 – Mar 2013 |
9.03%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart