Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWECX (MFS GLOBAL EQUITY FUND C) | -0.06% | 6.10% | 7.86% | -0.61% | 5.65% | 6.37% | 5.90% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWECX (MFS GLOBAL EQUITY FUND C) | 12/22/1997 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.10 | 7.86 | -0.61 | 5.65 | 6.37 | 5.90 | … | … | -0.06 | 12.73 | 4.70 | 13.49 | -25.99 | 9.83 | 10.53 | 29.25 | -10.51 | 22.67 | 6.27 | -2.39 | 2.96 | 26.57 | 22.47 | -5.25 | 11.08 | 30.26 | -34.29 | 8.11 | 23.39 | 6.67 | 17.52 | 26.47 | -12.10 | -10.84 | -8.15 | 20.00 | 16.43 | -2.76 |
| Sharpe Ratio | NA | 0.40 | 0.37 | -0.19 | 0.25 | NA | NA | … | … | -0.11 | 0.65 | 0.10 | 0.78 | -1.14 | 0.74 | 0.33 | 2.50 | -0.85 | 3.51 | 0.43 | -0.17 | 0.27 | 2.32 | 1.52 | -0.21 | 0.58 | 1.17 | -0.94 | 0.34 | 1.88 | 0.53 | 1.44 | 1.89 | -0.76 | -0.94 | -0.88 | 1.45 | 0.85 | -1.85 |
| Standard Deviation(%) | NA | 12.52 | 13.00 | 16.02 | 16.76 | NA | NA | … | … | 14.67 | 15.16 | 10.59 | 12.65 | 24.15 | 13.23 | 31.45 | 11.13 | 14.04 | 6.29 | 14.20 | 14.10 | 10.81 | 11.43 | 14.90 | 25.24 | 18.98 | 25.84 | 37.40 | 14.48 | 10.68 | 8.26 | 11.45 | 13.60 | 17.32 | 14.42 | 14.03 | 11.46 | 15.33 | 39.64 |
| Draw Down(%) | NA | 13.42 | 15.11 | 32.49 | 33.92 | NA | NA | … | … | 13.42 | 15.11 | 6.23 | 14.20 | 28.69 | 9.51 | 33.92 | 5.45 | 19.51 | 2.26 | 9.04 | 13.42 | 10.81 | 6.85 | 12.49 | 22.44 | 15.87 | 26.53 | 46.02 | 9.19 | 10.00 | 6.41 | 7.05 | 15.54 | 21.54 | 25.63 | 13.91 | 8.41 | 23.21 | 5.34 |
| Yield(%) | 0.00 | 22.39 | 14.54 | 6.74 | 6.61 | 6.52 | 5.92 | … | … | 0.00 | 23.87 | 14.03 | 9.74 | 0.00 | 0.00 | 0.00 | 2.10 | 4.83 | 2.81 | 0.95 | 1.41 | 1.27 | 1.26 | 0.84 | 0.85 | 0.00 | 0.42 | 4.87 | 12.31 | 15.15 | 4.94 | 0.00 | 0.00 | 0.00 | 0.00 | 5.60 | 8.33 | 5.17 | 0.07 |
Data as of 06/04/2026, Common starting date is 12/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWECX (MFS GLOBAL EQUITY FUND C) |
-13.08%
Mar 2000 – Mar 2003 |
-3.77%
Mar 1998 – Mar 2003 |
-0.08%
Feb 1999 – Feb 2009 |
4.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWECX (MFS GLOBAL EQUITY FUND C) |
23.48%
Feb 2009 – Feb 2012 |
21.47%
Feb 2009 – Feb 2014 |
13.19%
Feb 2009 – Feb 2019 |
10.09%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart