Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWEBX (MFS GLOBAL EQUITY FUND B) | -0.79% | 6.02% | 7.59% | 2.45% | 7.47% | 7.51% | 6.78% | … | … |
Data as of 06/03/2026, Common starting date is 12/29/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWEBX (MFS GLOBAL EQUITY FUND B) | 12/29/1988 | 06/03/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 6.02 | 7.59 | 2.45 | 7.47 | 7.51 | 6.78 | … | … | -0.79 | 12.70 | 4.70 | 13.48 | -18.53 | 16.15 | 13.03 | 29.23 | -10.51 | 22.67 | 6.29 | -2.41 | 2.97 | 26.53 | 22.52 | -5.25 | 11.10 | 30.22 | -34.32 | 8.13 | 23.33 | 6.68 | 17.54 | 26.49 | -12.10 | -10.88 | -8.15 | 20.08 | 16.44 | 15.47 | 19.51 | 12.45 | -12.99 | 23.88 | 0.45 | 7.09 | -6.93 | 24.82 | 0.47 |
| Sharpe Ratio | NA | 0.40 | 0.37 | 0.00 | 0.37 | NA | NA | … | … | -0.10 | 0.65 | 0.10 | 0.78 | -0.89 | 1.38 | 0.41 | 2.49 | -0.85 | 3.51 | 0.43 | -0.17 | 0.27 | 2.32 | 1.52 | -0.21 | 0.58 | 1.17 | -0.94 | 0.35 | 1.87 | 0.53 | 1.44 | 1.89 | -0.77 | -0.94 | -0.88 | 1.46 | 0.85 | 1.15 | 2.27 | 1.08 | -1.22 | 2.74 | -0.24 | 0.32 | -1.24 | 2.30 | NA |
| Standard Deviation(%) | NA | 12.48 | 12.97 | 15.26 | 16.38 | NA | NA | … | … | 14.68 | 15.09 | 10.59 | 12.63 | 22.47 | 11.70 | 31.36 | 11.13 | 14.05 | 6.30 | 14.18 | 14.11 | 10.81 | 11.42 | 14.90 | 25.23 | 18.97 | 25.81 | 37.42 | 14.48 | 10.68 | 8.27 | 11.49 | 13.62 | 17.29 | 14.45 | 14.06 | 11.44 | 15.32 | 10.19 | 6.92 | 7.83 | 13.12 | 7.90 | 8.39 | 9.84 | 9.99 | 8.22 | 0.00 |
| Draw Down(%) | NA | 13.43 | 15.10 | 28.70 | 33.91 | NA | NA | … | … | 13.43 | 15.10 | 6.21 | 14.22 | 28.70 | 6.38 | 33.91 | 5.41 | 19.51 | 2.26 | 9.04 | 13.40 | 10.81 | 6.86 | 12.49 | 22.44 | 15.84 | 26.59 | 46.03 | 9.22 | 9.99 | 6.38 | 7.06 | 15.55 | 21.52 | 25.64 | 13.94 | 8.35 | 23.24 | 8.09 | 6.38 | 4.12 | 17.88 | 3.89 | 6.60 | 7.32 | 14.33 | 6.02 | 0.00 |
| Yield(%) | 0.00 | 20.73 | 13.63 | 8.90 | 8.61 | 8.28 | 7.16 | … | … | 0.00 | 21.94 | 13.16 | 9.14 | 7.20 | 5.89 | 2.29 | 1.87 | 4.58 | 2.63 | 0.91 | 1.21 | 1.11 | 1.21 | 0.69 | 0.65 | 0.00 | 0.20 | 4.50 | 11.92 | 14.68 | 4.85 | 0.00 | 0.00 | 0.00 | 0.00 | 5.42 | 8.01 | 5.11 | 5.90 | 10.78 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.31 | 0.00 | 3.33 |
Data as of 06/03/2026, Common starting date is 12/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWEBX (MFS GLOBAL EQUITY FUND B) |
-13.09%
Mar 2000 – Mar 2003 |
-3.76%
Mar 1998 – Mar 2003 |
-0.09%
Feb 1999 – Feb 2009 |
2.70%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWEBX (MFS GLOBAL EQUITY FUND B) |
23.49%
Feb 2009 – Feb 2012 |
21.48%
Feb 2009 – Feb 2014 |
13.19%
Feb 2009 – Feb 2019 |
11.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart