Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MFWLX (MFS GLOBAL TOTAL RETURN FUND R6) | 8.48% | 0.92% | 5.51% | 1.17% | 3.11% | NA | NA | 4.79% |
Data as of 07/18/2025, AR inception is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFWLX (MFS GLOBAL TOTAL RETURN FUND R6) | 06/04/2012 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 0.92 | 5.51 | 1.17 | 3.11 | NA | NA | 4.79 | 8.48 | -2.07 | 8.48 | -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 | -0.20 | 0.21 | -0.08 | 0.16 | NA | NA | 0.38 | 1.30 | -0.88 | 0.53 | -1.05 | -0.03 | 0.19 | 2.99 | -1.05 | 4.02 | 0.65 | -0.16 | 0.68 | 2.47 | 2.35 |
| Standard Deviation(%) | NA | 11.27 | 10.38 | 10.77 | 10.48 | NA | NA | 9.71 | 10.17 | 9.83 | 8.03 | 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 | 13.87 | 13.87 | 26.18 | 26.18 | NA | NA | 26.18 | 7.63 | 11.74 | 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 | 1.91 | 1.88 | 1.68 | 2.73 | 2.86 | 2.15 | 3.30 | 0.31 | 2.60 | 2.28 | 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 07/18/2025, AR inception 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) |
9.10%
Oct 2018 - Oct 2021 |
7.80%
Jul 2012 - Jul 2017 |
4.55%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart