Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFWHX (MFS GLOBAL TOTAL RETURN FUND R3) | 5.45% | 13.99% | 10.93% | 2.40% | 4.62% | 5.14% | 5.18% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFWHX (MFS GLOBAL TOTAL RETURN FUND R3) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 13.99 | 10.93 | 2.40 | 4.62 | 5.14 | 5.18 | … | … | 5.45 | 15.75 | 3.94 | 10.26 | -13.10 | -0.53 | 3.57 | 18.17 | -7.15 | 15.19 | 5.33 | -1.56 | 3.49 | 16.06 | 10.93 | 2.15 | 8.32 | 14.36 | -15.56 | 8.54 | 16.63 | -5.81 |
| Sharpe Ratio | NA | 1.54 | 0.98 | -0.01 | 0.30 | NA | NA | … | … | 1.22 | 1.49 | 0.05 | 0.82 | -1.08 | -0.05 | 0.17 | 2.86 | -1.09 | 3.90 | 0.64 | -0.20 | 0.62 | 2.40 | 1.42 | 0.16 | 0.77 | 0.88 | -0.79 | 0.66 | 1.73 | -0.83 |
| Standard Deviation(%) | NA | 7.41 | 8.04 | 9.96 | 10.18 | NA | NA | … | … | 8.55 | 8.70 | 7.07 | 8.10 | 13.53 | 10.77 | 19.26 | 5.83 | 7.85 | 3.75 | 7.97 | 7.94 | 5.62 | 6.68 | 7.73 | 13.61 | 10.68 | 16.20 | 20.75 | 8.23 | 7.69 | 12.28 |
| Draw Down(%) | NA | 6.70 | 8.66 | 26.36 | 26.36 | NA | NA | … | … | 6.70 | 7.62 | 5.98 | 8.66 | 20.38 | 10.35 | 23.39 | 2.58 | 13.26 | 1.08 | 5.24 | 8.12 | 5.80 | 4.52 | 6.10 | 10.55 | 9.99 | 19.02 | 28.66 | 4.98 | 6.98 | 8.81 |
| Yield(%) | 0.00 | 8.42 | 7.25 | 3.78 | 3.76 | 3.94 | 4.27 | … | … | 0.00 | 9.25 | 8.62 | 3.91 | 0.01 | 1.47 | 1.77 | 5.02 | 2.99 | 2.80 | 1.22 | 4.07 | 3.19 | 2.05 | 1.84 | 2.79 | 3.07 | 1.96 | 5.05 | 10.41 | 9.29 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFWHX (MFS GLOBAL TOTAL RETURN FUND R3) |
-4.55%
Sep 2019 – Sep 2022 |
-1.27%
Sep 2017 – Sep 2022 |
1.99%
Oct 2013 – Oct 2023 |
3.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFWHX (MFS GLOBAL TOTAL RETURN FUND R3) |
16.02%
Feb 2009 – Feb 2012 |
14.26%
Feb 2009 – Feb 2014 |
8.91%
Feb 2009 – Feb 2019 |
6.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart