Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFWLX (MFS GLOBAL TOTAL RETURN FUND R6) | 5.52% | 14.26% | 11.28% | 2.71% | 4.92% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFWLX (MFS GLOBAL TOTAL RETURN FUND R6) | 06/04/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 14.26 | 11.28 | 2.71 | 4.92 | NA | NA | … | … | 5.52 | 16.12 | 4.35 | 10.62 | -12.82 | -0.31 | 3.84 | 18.65 | -6.86 | 15.56 | 5.42 | -1.21 | 3.80 | 16.46 | 9.86 |
| Sharpe Ratio | NA | 1.59 | 1.02 | 0.02 | 0.33 | NA | NA | … | … | 1.23 | 1.53 | 0.10 | 0.87 | -1.05 | -0.03 | 0.19 | 2.98 | -1.06 | 4.01 | 0.65 | -0.16 | 0.68 | 2.47 | 2.35 |
| Standard Deviation(%) | NA | 7.41 | 8.04 | 9.99 | 10.21 | NA | NA | … | … | 8.60 | 8.68 | 7.11 | 8.09 | 13.58 | 10.85 | 19.29 | 5.77 | 7.82 | 3.73 | 8.03 | 7.95 | 5.60 | 6.65 | 7.59 |
| Draw Down(%) | NA | 6.73 | 8.55 | 26.18 | 26.18 | NA | NA | … | … | 6.73 | 7.63 | 5.95 | 8.55 | 20.16 | 10.35 | 23.31 | 2.60 | 13.04 | 1.09 | 5.50 | 7.99 | 5.69 | 4.48 | 3.99 |
| Yield(%) | 0.00 | 8.78 | 7.65 | 4.10 | 4.11 | 4.34 | 3.25 | … | … | 0.00 | 9.71 | 9.08 | 4.32 | 0.31 | 1.84 | 2.11 | 5.43 | 3.36 | 3.20 | 1.28 | 4.46 | 3.57 | 2.40 | 1.44 |
Data as of 06/04/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFWLX (MFS GLOBAL TOTAL RETURN FUND R6) |
-4.26%
Sep 2019 – Sep 2022 |
-0.95%
Sep 2017 – Sep 2022 |
2.29%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFWLX (MFS GLOBAL TOTAL RETURN FUND R6) |
12.12%
Sep 2022 – Sep 2025 |
7.80%
Jul 2012 – Jul 2017 |
5.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart