Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFWBX (MFS GLOBAL TOTAL RETURN FUND B) | 4.83% | 12.97% | 9.99% | 1.73% | 3.87% | 4.33% | 4.39% | … | … |
Data as of 06/03/2026, Common starting date is 09/27/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFWBX (MFS GLOBAL TOTAL RETURN FUND B) | 09/27/1993 | 06/03/2026 |
| 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 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 12.97 | 9.99 | 1.73 | 3.87 | 4.33 | 4.39 | … | … | 4.83 | 14.83 | 3.17 | 9.44 | -13.71 | -1.05 | 2.96 | 17.32 | -7.85 | 14.26 | 4.54 | -2.29 | 2.66 | 15.23 | 10.11 | 1.37 | 7.22 | 13.50 | -16.18 | 7.73 | 15.92 | 2.57 | 14.72 | 21.64 | -0.69 | -7.40 | 0.75 | 6.91 | 17.20 | 12.52 | 14.54 | 19.33 | -6.71 | 3.72 |
| Sharpe Ratio | NA | 1.47 | 0.89 | -0.08 | 0.23 | NA | NA | … | … | 1.21 | 1.39 | -0.06 | 0.72 | -1.12 | -0.10 | 0.14 | 2.72 | -1.18 | 3.65 | 0.54 | -0.29 | 0.47 | 2.27 | 1.33 | 0.10 | 0.66 | 0.83 | -0.83 | 0.56 | 1.63 | 0.05 | 1.60 | 2.83 | -0.22 | -1.22 | -0.38 | 0.50 | 1.46 | 1.28 | 1.99 | 2.91 | -1.61 | 1.51 |
| Standard Deviation(%) | NA | 7.34 | 8.02 | 9.92 | 10.15 | NA | NA | … | … | 8.51 | 8.64 | 7.09 | 8.10 | 13.56 | 10.57 | 19.16 | 5.82 | 7.84 | 3.74 | 8.04 | 7.93 | 5.68 | 6.68 | 7.61 | 13.55 | 10.75 | 16.20 | 20.66 | 8.20 | 7.71 | 6.56 | 8.57 | 7.40 | 8.27 | 8.19 | 9.14 | 7.15 | 9.40 | 6.89 | 5.43 | 5.28 | 6.07 | 8.29 |
| Draw Down(%) | NA | 6.55 | 8.84 | 26.67 | 26.67 | NA | NA | … | … | 6.55 | 7.70 | 6.11 | 8.84 | 20.82 | 10.19 | 23.47 | 2.73 | 13.89 | 1.14 | 5.47 | 8.37 | 5.94 | 4.59 | 6.15 | 10.79 | 10.37 | 19.10 | 28.91 | 5.01 | 7.12 | 4.55 | 6.30 | 5.92 | 9.14 | 14.19 | 6.45 | 6.97 | 9.97 | 5.22 | 2.77 | 2.71 | 11.22 | 3.57 |
| Yield(%) | 0.00 | 7.50 | 6.23 | 3.14 | 2.93 | 3.01 | 3.42 | … | … | 0.00 | 8.03 | 7.49 | 2.99 | 0.00 | 0.59 | 0.94 | 4.03 | 2.16 | 2.06 | 0.51 | 3.71 | 2.33 | 1.18 | 0.99 | 1.94 | 1.95 | 1.11 | 4.21 | 9.50 | 8.42 | 8.53 | 9.64 | 2.29 | 0.75 | 0.64 | 8.53 | 8.30 | 9.51 | 7.87 | 6.45 | 4.16 | 1.56 | 1.97 |
Data as of 06/03/2026, Common starting date is 09/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFWBX (MFS GLOBAL TOTAL RETURN FUND B) |
-5.14%
Sep 2019 – Sep 2022 |
-1.93%
Sep 2017 – Sep 2022 |
1.26%
Oct 2013 – Oct 2023 |
2.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFWBX (MFS GLOBAL TOTAL RETURN FUND B) |
16.72%
Feb 1995 – Feb 1998 |
14.02%
Dec 1994 – Dec 1999 |
9.56%
Dec 1994 – Dec 2004 |
7.76%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart