Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNWRX (MFS MANAGED WEALTH FUND R1) | 0.08% | 1.93% | 4.95% | 2.87% | 2.92% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNWRX (MFS MANAGED WEALTH FUND R1) | 07/02/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.86 | 1.93 | 4.95 | 2.87 | 2.92 | NA | NA | … | … | 0.08 | 7.16 | 5.34 | 4.44 | -3.05 | 0.27 | 3.69 | 7.70 | 1.00 | 5.69 | -1.96 | 0.31 | -0.25 |
| Sharpe Ratio | NA | -0.12 | 0.38 | 0.07 | 0.29 | NA | NA | … | … | -0.34 | 0.83 | 0.54 | 0.33 | -1.13 | 0.10 | 0.40 | 2.14 | -0.12 | 2.47 | -0.58 | 0.06 | -0.12 |
| Standard Deviation(%) | NA | 5.75 | 4.49 | 4.06 | 4.36 | NA | NA | … | … | 6.86 | 5.30 | 3.20 | 2.35 | 3.98 | 2.46 | 8.64 | 2.91 | 3.34 | 2.05 | 3.75 | 4.90 | 4.17 |
| Draw Down(%) | NA | 5.86 | 5.86 | 6.06 | 8.44 | NA | NA | … | … | 5.86 | 3.94 | 2.14 | 1.65 | 5.56 | 1.98 | 4.84 | 1.74 | 3.38 | 0.70 | 2.89 | 4.59 | 3.28 |
| Yield(%) | 0.00 | 0.00 | 0.10 | 0.06 | 0.47 | 0.37 | 0.28 | … | … | 0.00 | 0.00 | 0.30 | 0.00 | 0.00 | 0.00 | 1.66 | 0.00 | 0.00 | 0.00 | 2.58 | 0.61 | 0.25 |
Data as of 06/05/2026, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNWRX (MFS MANAGED WEALTH FUND R1) |
-0.92%
Jul 2020 – Jul 2023 |
1.40%
Oct 2017 – Oct 2022 |
2.29%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNWRX (MFS MANAGED WEALTH FUND R1) |
6.28%
Sep 2022 – Sep 2025 |
3.78%
Sep 2015 – Sep 2020 |
3.09%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart