Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MRSJX (MFS RESEARCH INTERNATIONAL FUND R4) | 5.99% | 12.71% | 11.69% | 5.08% | 8.59% | 6.11% | 5.60% | … | … |
Data as of 06/10/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MRSJX (MFS RESEARCH INTERNATIONAL FUND R4) | 04/07/2005 | 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.16 | 12.71 | 11.69 | 5.08 | 8.59 | 6.11 | 5.60 | … | … | 5.99 | 22.65 | 3.04 | 13.44 | -17.32 | 11.87 | 13.18 | 27.94 | -13.96 | 28.38 | -0.90 | -1.78 | -6.74 | 18.95 | 16.98 | -10.66 | 11.27 | 31.44 | -42.29 | 12.85 | 27.51 | 17.25 |
| Sharpe Ratio | NA | 0.83 | 0.66 | 0.18 | 0.44 | NA | NA | … | … | 0.79 | 1.40 | -0.05 | 0.82 | -0.88 | 1.03 | 0.47 | 2.64 | -1.16 | 3.84 | -0.06 | -0.12 | -0.62 | 1.55 | 1.08 | -0.39 | 0.55 | 1.08 | -0.98 | 0.57 | 1.66 | 2.07 |
| Standard Deviation(%) | NA | 13.52 | 13.28 | 14.96 | 15.57 | NA | NA | … | … | 16.53 | 14.22 | 11.74 | 11.97 | 21.28 | 11.48 | 27.14 | 10.02 | 13.25 | 7.25 | 17.73 | 15.37 | 10.81 | 12.24 | 15.81 | 27.16 | 20.33 | 29.04 | 43.90 | 17.16 | 14.62 | 10.45 |
| Draw Down(%) | NA | 11.68 | 13.92 | 30.75 | 30.75 | NA | NA | … | … | 11.68 | 12.47 | 9.76 | 11.75 | 29.36 | 6.51 | 30.67 | 6.15 | 21.66 | 2.27 | 13.47 | 16.93 | 12.44 | 9.26 | 15.30 | 24.40 | 17.67 | 28.73 | 55.05 | 12.24 | 17.11 | 6.05 |
| Yield(%) | 0.00 | 5.49 | 3.47 | 2.39 | 3.20 | 2.73 | 3.42 | … | … | 0.00 | 6.35 | 2.08 | 1.94 | 1.33 | 1.45 | 1.05 | 2.29 | 4.62 | 1.59 | 1.84 | 1.85 | 2.38 | 1.71 | 2.22 | 1.93 | 1.63 | 2.08 | 2.36 | 12.03 | 12.80 | 9.75 |
Data as of 06/10/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MRSJX (MFS RESEARCH INTERNATIONAL FUND R4) |
-15.20%
Feb 2006 – Feb 2009 |
-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 |
|---|---|---|---|---|
| MRSJX (MFS RESEARCH INTERNATIONAL FUND R4) |
22.06%
Feb 2009 – Feb 2012 |
18.01%
Feb 2009 – Feb 2014 |
9.92%
Feb 2016 – Feb 2026 |
8.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart