Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWEGX (MFS GLOBAL EQUITY FUND R1) | -0.06% | 6.10% | 7.86% | -0.52% | 5.67% | 6.40% | 5.92% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWEGX (MFS GLOBAL EQUITY FUND R1) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 6.10 | 7.86 | -0.52 | 5.67 | 6.40 | 5.92 | … | … | -0.06 | 12.73 | 4.69 | 13.49 | -25.78 | 10.00 | 10.59 | 29.26 | -10.76 | 22.69 | 6.27 | -2.40 | 2.98 | 26.53 | 22.49 | -5.21 | 11.47 | 30.22 | -34.29 | 8.02 | 23.18 | 7.09 |
| Sharpe Ratio | NA | 0.40 | 0.37 | -0.18 | 0.25 | NA | NA | … | … | -0.10 | 0.65 | 0.10 | 0.79 | -1.13 | 0.76 | 0.33 | 2.50 | -0.87 | 3.51 | 0.43 | -0.17 | 0.27 | 2.32 | 1.52 | -0.21 | 0.60 | 1.17 | -0.94 | 0.34 | 1.86 | 0.86 |
| Standard Deviation(%) | NA | 12.50 | 12.99 | 15.97 | 16.74 | NA | NA | … | … | 14.65 | 15.13 | 10.61 | 12.63 | 24.06 | 13.13 | 31.45 | 11.11 | 14.05 | 6.31 | 14.19 | 14.12 | 10.81 | 11.44 | 14.86 | 25.24 | 18.97 | 25.82 | 37.39 | 14.46 | 10.68 | 8.55 |
| Draw Down(%) | NA | 13.44 | 15.09 | 32.20 | 33.91 | NA | NA | … | … | 13.44 | 15.09 | 6.23 | 14.20 | 28.68 | 9.37 | 33.91 | 5.42 | 19.73 | 2.26 | 9.04 | 13.43 | 10.80 | 6.83 | 12.51 | 22.42 | 15.58 | 26.59 | 46.04 | 9.21 | 10.04 | 5.04 |
| Yield(%) | 0.00 | 21.64 | 14.20 | 6.61 | 6.45 | 6.37 | 5.82 | … | … | 0.00 | 23.06 | 13.75 | 9.57 | 0.00 | 0.00 | 0.00 | 1.85 | 4.41 | 2.73 | 0.93 | 1.21 | 1.17 | 1.24 | 0.64 | 0.72 | 0.31 | 0.47 | 4.86 | 12.52 | 15.00 | 4.85 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWEGX (MFS GLOBAL EQUITY FUND R1) |
-12.28%
Feb 2006 – Feb 2009 |
-1.19%
May 2007 – May 2012 |
3.49%
Oct 2013 – Oct 2023 |
4.11%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWEGX (MFS GLOBAL EQUITY FUND R1) |
23.66%
Feb 2009 – Feb 2012 |
21.58%
Feb 2009 – Feb 2014 |
13.20%
Feb 2009 – Feb 2019 |
9.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart