Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWEFX (MFS GLOBAL EQUITY FUND A) | -0.47% | 6.81% | 8.40% | 0.57% | 6.67% | 7.25% | 6.79% | … | … |
Data as of 06/03/2026, Common starting date is 12/27/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWEFX (MFS GLOBAL EQUITY FUND A) | 12/27/1993 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 6.81 | 8.40 | 0.57 | 6.67 | 7.25 | 6.79 | … | … | -0.47 | 13.54 | 5.49 | 14.33 | -24.37 | 11.51 | 11.67 | 30.24 | -9.83 | 23.60 | 7.07 | -1.66 | 3.75 | 27.50 | 23.42 | -4.57 | 11.99 | 31.17 | -33.77 | 8.91 | 24.29 | 7.45 | 18.45 | 27.47 | -11.47 | -10.12 | -7.47 | 20.92 | 17.36 | 16.32 | 20.53 | 12.24 | -13.04 | -3.64 |
| Sharpe Ratio | NA | 0.47 | 0.43 | -0.12 | 0.31 | NA | NA | … | … | -0.05 | 0.71 | 0.18 | 0.85 | -1.09 | 0.89 | 0.36 | 2.59 | -0.80 | 3.66 | 0.48 | -0.12 | 0.35 | 2.40 | 1.58 | -0.18 | 0.63 | 1.21 | -0.93 | 0.40 | 1.97 | 0.63 | 1.52 | 1.96 | -0.73 | -0.88 | -0.83 | 1.53 | 0.91 | 1.22 | 2.40 | 0.96 | -1.14 | -2.88 |
| Standard Deviation(%) | NA | 12.50 | 12.99 | 15.82 | 16.66 | NA | NA | … | … | 14.69 | 15.12 | 10.60 | 12.63 | 23.68 | 12.88 | 31.45 | 11.11 | 14.06 | 6.30 | 14.19 | 14.09 | 10.81 | 11.47 | 14.88 | 25.22 | 19.00 | 25.77 | 37.41 | 14.48 | 10.67 | 8.27 | 11.50 | 13.64 | 17.30 | 14.47 | 14.02 | 11.45 | 15.23 | 10.30 | 6.97 | 8.57 | 14.08 | 32.06 |
| Draw Down(%) | NA | 13.34 | 14.98 | 31.32 | 33.83 | NA | NA | … | … | 13.34 | 14.98 | 6.07 | 14.04 | 28.29 | 8.74 | 33.83 | 5.37 | 18.99 | 2.23 | 8.96 | 13.18 | 10.61 | 6.78 | 12.40 | 22.19 | 15.76 | 26.47 | 45.66 | 9.16 | 9.93 | 6.28 | 6.94 | 15.46 | 21.22 | 25.29 | 13.46 | 8.20 | 23.09 | 8.05 | 6.31 | 5.25 | 18.02 | 3.87 |
| Yield(%) | 0.00 | 18.89 | 12.98 | 6.38 | 6.65 | 6.76 | 6.29 | … | … | 0.00 | 20.06 | 12.51 | 9.08 | 0.40 | 0.34 | 0.47 | 2.64 | 4.96 | 3.21 | 1.47 | 1.82 | 1.74 | 1.60 | 1.48 | 1.41 | 0.44 | 1.07 | 5.15 | 11.94 | 14.86 | 4.66 | 0.00 | 0.00 | 0.00 | 0.00 | 6.14 | 8.74 | 5.11 | 6.56 | 11.71 | 0.00 | 0.00 | 0.37 |
Data as of 06/03/2026, Common starting date is 12/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWEFX (MFS GLOBAL EQUITY FUND A) |
-12.42%
Mar 2000 – Mar 2003 |
-3.02%
Mar 1998 – Mar 2003 |
0.68%
Feb 1999 – Feb 2009 |
3.37%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWEFX (MFS GLOBAL EQUITY FUND A) |
24.40%
Feb 2009 – Feb 2012 |
22.38%
Feb 2009 – Feb 2014 |
14.04%
Feb 2009 – Feb 2019 |
10.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart