Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFWCX (MFS GLOBAL TOTAL RETURN FUND C) | 5.29% | 13.26% | 10.17% | 1.68% | 3.87% | 4.37% | 4.42% | … | … |
Data as of 06/04/2026, Common starting date is 03/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFWCX (MFS GLOBAL TOTAL RETURN FUND C) | 03/28/1994 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 13.26 | 10.17 | 1.68 | 3.87 | 4.37 | 4.42 | … | … | 5.29 | 14.86 | 3.18 | 9.48 | -13.80 | -1.16 | 2.87 | 17.35 | -7.88 | 14.31 | 4.50 | -2.31 | 2.68 | 15.25 | 10.09 | 1.41 | 7.57 | 13.53 | -16.12 | 7.72 | 15.93 | 2.58 | 14.67 | 21.63 | -0.61 | -7.50 | 0.78 | 6.90 | 16.92 | 5.35 | 9.41 | 19.34 | -3.98 |
| Sharpe Ratio | NA | 1.46 | 0.88 | -0.08 | 0.23 | NA | NA | … | … | 1.18 | 1.39 | -0.06 | 0.72 | -1.13 | -0.11 | 0.14 | 2.77 | -1.19 | 3.66 | 0.53 | -0.29 | 0.47 | 2.25 | 1.32 | 0.10 | 0.69 | 0.83 | -0.82 | 0.56 | 1.64 | 0.05 | 1.61 | 2.82 | -0.21 | -1.23 | -0.37 | 0.49 | 1.43 | 0.17 | 0.80 | 2.87 | -1.45 |
| Standard Deviation(%) | NA | 7.36 | 8.04 | 9.94 | 10.15 | NA | NA | … | … | 8.52 | 8.67 | 7.09 | 8.13 | 13.53 | 10.65 | 19.17 | 5.74 | 7.82 | 3.75 | 8.04 | 7.96 | 5.63 | 6.75 | 7.68 | 13.55 | 10.79 | 16.25 | 20.68 | 8.22 | 7.68 | 6.55 | 8.50 | 7.42 | 8.30 | 8.21 | 9.21 | 7.17 | 9.42 | 9.56 | 7.11 | 5.36 | 5.87 |
| Draw Down(%) | NA | 6.60 | 8.88 | 26.77 | 26.77 | NA | NA | … | … | 6.60 | 7.68 | 6.16 | 8.88 | 20.79 | 10.31 | 23.46 | 2.67 | 13.90 | 1.13 | 5.48 | 8.42 | 6.00 | 4.59 | 6.22 | 10.77 | 10.13 | 19.12 | 28.94 | 5.05 | 7.10 | 4.51 | 6.32 | 5.94 | 9.08 | 14.23 | 6.47 | 6.98 | 9.97 | 9.19 | 5.43 | 2.71 | 7.91 |
| Yield(%) | 0.00 | 7.75 | 6.43 | 3.22 | 3.00 | 3.10 | 3.50 | … | … | 0.00 | 8.33 | 7.71 | 3.08 | 0.00 | 0.61 | 0.98 | 4.10 | 2.21 | 2.13 | 0.55 | 3.77 | 2.40 | 1.23 | 1.02 | 1.98 | 2.30 | 1.17 | 4.32 | 9.64 | 8.52 | 8.71 | 9.73 | 2.30 | 0.83 | 0.64 | 8.51 | 8.49 | 9.32 | 0.79 | 1.41 | 4.17 | 1.74 |
Data as of 06/04/2026, Common starting date is 03/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFWCX (MFS GLOBAL TOTAL RETURN FUND C) |
-5.20%
Sep 2019 – Sep 2022 |
-1.97%
Sep 2017 – Sep 2022 |
1.24%
Oct 2013 – Oct 2023 |
2.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFWCX (MFS GLOBAL TOTAL RETURN FUND C) |
15.20%
Mar 2003 – Mar 2006 |
13.44%
Feb 2009 – Feb 2014 |
8.31%
Dec 1994 – Dec 2004 |
7.49%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart