Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNWSX (MFS MANAGED WEALTH FUND R2) | 1.22% | 3.41% | 5.77% | 3.53% | 3.58% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNWSX (MFS MANAGED WEALTH FUND R2) | 07/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 3.41 | 5.77 | 3.53 | 3.58 | NA | NA | … | … | 1.22 | 7.40 | 5.88 | 4.88 | -2.55 | 0.79 | 2.61 | 10.54 | 1.48 | 6.24 | -1.45 | 0.81 | 0.01 |
| Sharpe Ratio | NA | 0.22 | 0.58 | 0.23 | 0.50 | NA | NA | … | … | 0.08 | 0.89 | -0.22 | 0.27 | -1.01 | 0.32 | 0.40 | 2.59 | 0.05 | 2.81 | -0.43 | 0.16 | 0.00 |
| Standard Deviation(%) | NA | 5.50 | 4.34 | 3.94 | 3.87 | NA | NA | … | … | 6.58 | 5.17 | 3.19 | 2.32 | 3.91 | 2.38 | 5.88 | 3.53 | 3.35 | 2.01 | 3.82 | 4.85 | 4.13 |
| Draw Down(%) | NA | 5.73 | 5.73 | 5.73 | 6.20 | NA | NA | … | … | 5.73 | 3.88 | 2.06 | 1.59 | 5.30 | 1.93 | 4.83 | 1.71 | 3.24 | 0.68 | 2.77 | 4.48 | 3.18 |
| Yield(%) | 0.00 | 0.30 | 0.51 | 0.35 | 0.74 | 0.56 | 0.42 | … | … | 0.00 | 0.32 | 0.75 | 0.41 | 0.23 | 0.00 | 0.00 | 2.29 | 0.00 | 0.50 | 2.57 | 0.61 | 0.51 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MNWSX (MFS MANAGED WEALTH FUND R2) |
-0.41%
Jul 2020 – Jul 2023 |
2.01%
Feb 2018 – Feb 2023 |
2.85%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNWSX (MFS MANAGED WEALTH FUND R2) |
6.78%
Sep 2022 – Sep 2025 |
4.39%
Sep 2015 – Sep 2020 |
3.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart