Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNWTX (MFS MANAGED WEALTH FUND R3) | 0.45% | 2.69% | 5.72% | 3.64% | 3.64% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNWTX (MFS MANAGED WEALTH FUND R3) | 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 (%) | -0.82 | 2.69 | 5.72 | 3.64 | 3.64 | NA | NA | … | … | 0.45 | 7.41 | 6.16 | 5.17 | -2.46 | 1.22 | 2.77 | 9.57 | 1.85 | 6.48 | -1.25 | 1.06 | 0.13 |
| Sharpe Ratio | NA | 0.01 | 0.56 | 0.27 | 0.52 | NA | NA | … | … | -0.21 | 0.90 | -0.14 | 0.39 | -0.96 | 0.49 | 0.42 | 2.76 | 0.16 | 2.92 | -0.39 | 0.21 | 0.06 |
| Standard Deviation(%) | NA | 5.66 | 4.42 | 4.02 | 3.88 | NA | NA | … | … | 6.77 | 5.17 | 3.19 | 2.37 | 4.00 | 2.43 | 6.00 | 2.95 | 3.38 | 2.01 | 3.74 | 4.88 | 4.16 |
| Draw Down(%) | NA | 5.67 | 5.67 | 5.67 | 5.73 | NA | NA | … | … | 5.67 | 3.84 | 2.04 | 1.58 | 5.25 | 1.83 | 4.89 | 1.61 | 3.13 | 0.68 | 2.67 | 4.47 | 3.08 |
| Yield(%) | 0.00 | 0.54 | 0.75 | 0.55 | 0.80 | 0.63 | 0.47 | … | … | 0.00 | 0.56 | 0.99 | 0.65 | 0.47 | 0.00 | 0.00 | 1.39 | 0.18 | 0.76 | 2.57 | 0.76 | 0.63 |
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 |
|---|---|---|---|---|
| MNWTX (MFS MANAGED WEALTH FUND R3) |
-0.19%
Jul 2020 – Jul 2023 |
2.04%
Oct 2017 – Oct 2022 |
2.99%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNWTX (MFS MANAGED WEALTH FUND R3) |
7.07%
Sep 2022 – Sep 2025 |
4.43%
Sep 2015 – Sep 2020 |
3.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart