Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFWIX (MFS GLOBAL TOTAL RETURN FUND I) | 5.46% | 14.12% | 11.19% | 2.61% | 4.85% | 5.38% | 5.44% | … | … |
Data as of 06/04/2026, Common starting date is 06/25/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFWIX (MFS GLOBAL TOTAL RETURN FUND I) | 06/25/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 14.12 | 11.19 | 2.61 | 4.85 | 5.38 | 5.44 | … | … | 5.46 | 16.02 | 4.25 | 10.52 | -12.90 | -0.40 | 3.83 | 18.48 | -6.96 | 15.46 | 5.62 | -1.31 | 3.70 | 16.28 | 11.29 | 2.33 | 8.67 | 14.64 | -15.29 | 8.87 | 17.09 | 3.52 | 15.16 | 21.46 | 0.45 | -6.49 | -4.47 | 0.42 | 10.53 | -2.12 |
| Sharpe Ratio | NA | 1.57 | 1.01 | 0.01 | 0.32 | NA | NA | … | … | 1.22 | 1.52 | 0.09 | 0.86 | -1.06 | -0.04 | 0.19 | 2.94 | -1.07 | 3.96 | 0.67 | -0.17 | 0.66 | 2.44 | 1.47 | 0.17 | 0.80 | 0.89 | -0.78 | 0.70 | 1.80 | 0.19 | 1.65 | 2.61 | -0.08 | -1.14 | -0.81 | -0.29 | 0.65 | -0.64 |
| Standard Deviation(%) | NA | 7.38 | 8.04 | 9.99 | 10.19 | NA | NA | … | … | 8.57 | 8.68 | 7.10 | 8.10 | 13.60 | 10.80 | 19.25 | 5.79 | 7.81 | 3.75 | 8.05 | 7.94 | 5.62 | 6.67 | 7.69 | 13.56 | 10.72 | 16.30 | 20.75 | 8.25 | 7.63 | 6.59 | 8.60 | 7.95 | 8.23 | 7.94 | 10.78 | 10.14 | 10.94 | 11.99 |
| Draw Down(%) | NA | 6.73 | 8.63 | 26.21 | 26.21 | NA | NA | … | … | 6.73 | 7.65 | 5.98 | 8.63 | 20.21 | 10.33 | 23.36 | 2.60 | 13.13 | 1.09 | 5.28 | 8.04 | 5.71 | 4.48 | 6.07 | 10.42 | 9.93 | 19.03 | 28.52 | 4.94 | 6.95 | 4.43 | 6.08 | 6.37 | 8.91 | 13.63 | 10.47 | 7.81 | 9.83 | 9.01 |
| Yield(%) | 0.00 | 8.71 | 7.57 | 4.02 | 4.04 | 4.26 | 4.58 | … | … | 0.00 | 9.63 | 8.98 | 4.22 | 0.23 | 1.74 | 2.03 | 5.33 | 3.26 | 3.10 | 1.48 | 4.36 | 3.47 | 2.31 | 2.12 | 3.05 | 3.37 | 2.23 | 5.30 | 10.86 | 9.75 | 9.87 | 10.82 | 2.48 | 2.31 | 1.59 | 4.19 | 1.89 | 3.06 | 1.69 |
Data as of 06/04/2026, Common starting date is 06/25/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFWIX (MFS GLOBAL TOTAL RETURN FUND I) |
-4.74%
Sep 1999 – Sep 2002 |
-2.33%
Sep 1997 – Sep 2002 |
2.18%
Feb 1999 – Feb 2009 |
3.26%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFWIX (MFS GLOBAL TOTAL RETURN FUND I) |
16.28%
Feb 2009 – Feb 2012 |
14.53%
Feb 2009 – Feb 2014 |
9.16%
Feb 2009 – Feb 2019 |
8.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart