Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNWUX (MFS MANAGED WEALTH FUND R4) | 1.43% | 3.92% | 6.32% | 4.03% | 3.88% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNWUX (MFS MANAGED WEALTH FUND R4) | 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 (%) | -0.07 | 3.92 | 6.32 | 4.03 | 3.88 | NA | NA | … | … | 1.43 | 7.48 | 6.38 | 5.40 | -2.04 | 1.28 | 3.07 | 8.81 | 2.00 | 6.73 | -0.95 | 1.29 | 0.26 |
| Sharpe Ratio | NA | 0.33 | 0.69 | 0.36 | 0.59 | NA | NA | … | … | 0.15 | 0.90 | -0.06 | 0.51 | -0.86 | 0.54 | 0.48 | 2.62 | 0.21 | 3.04 | -0.31 | 0.26 | 0.12 |
| Standard Deviation(%) | NA | 5.53 | 4.37 | 3.97 | 3.82 | NA | NA | … | … | 6.65 | 5.20 | 3.24 | 2.28 | 3.99 | 2.33 | 5.88 | 2.83 | 3.33 | 2.01 | 3.76 | 4.83 | 4.05 |
| Draw Down(%) | NA | 5.58 | 5.58 | 5.58 | 5.58 | NA | NA | … | … | 5.58 | 3.83 | 1.95 | 1.57 | 4.90 | 1.82 | 4.80 | 1.69 | 3.03 | 0.68 | 2.67 | 4.47 | 3.08 |
| Yield(%) | 0.00 | 0.77 | 1.01 | 0.78 | 0.93 | 0.75 | 0.56 | … | … | 0.00 | 0.81 | 1.24 | 0.89 | 0.71 | 0.15 | 0.21 | 0.59 | 0.43 | 1.02 | 2.57 | 1.20 | 0.76 |
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 |
|---|---|---|---|---|
| MNWUX (MFS MANAGED WEALTH FUND R4) |
0.07%
Jul 2020 – Jul 2023 |
2.08%
Oct 2017 – Oct 2022 |
3.14%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNWUX (MFS MANAGED WEALTH FUND R4) |
7.36%
Sep 2022 – Sep 2025 |
4.47%
Sep 2015 – Sep 2020 |
3.96%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart