Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MWEHX (MFS GLOBAL EQUITY FUND R3) | 8.82% | -2.97% | 1.72% | 1.39% | 3.92% | 7.11% | 6.35% | 6.35% |
Data as of 07/14/2025, AR inception is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWEHX (MFS GLOBAL EQUITY FUND R3) | 04/08/2005 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | -2.97 | 1.72 | 1.39 | 3.92 | 7.11 | 6.35 | 6.35 | 8.82 | -6.33 | 5.77 | -24.41 | 11.47 | 11.66 | 30.25 | -9.86 | 23.61 | 7.08 | -1.65 | 3.73 | 27.49 | 23.44 | -4.59 | 12.26 | 31.17 | -33.78 | 8.78 | 24.10 | 7.67 |
| Sharpe Ratio | NA | -0.27 | -0.11 | -0.02 | 0.15 | NA | NA | 0.27 | 0.84 | -0.81 | 0.11 | -1.09 | 0.89 | 0.36 | 2.59 | -0.80 | 3.67 | 0.48 | -0.12 | 0.34 | 2.40 | 1.58 | -0.18 | 0.64 | 1.20 | -0.92 | 0.40 | 1.95 | 0.97 |
| Standard Deviation(%) | NA | 19.32 | 17.59 | 17.14 | 17.39 | NA | NA | 18.61 | 18.25 | 15.89 | 14.15 | 23.70 | 12.90 | 31.43 | 11.12 | 14.05 | 6.28 | 14.19 | 14.09 | 10.79 | 11.45 | 14.90 | 25.23 | 18.94 | 25.81 | 37.40 | 14.47 | 10.71 | 8.54 |
| Draw Down(%) | NA | 23.82 | 23.82 | 35.18 | 35.18 | NA | NA | 51.82 | 14.98 | 16.54 | 14.04 | 28.30 | 8.75 | 33.83 | 5.37 | 18.98 | 2.20 | 8.96 | 13.19 | 10.63 | 6.79 | 12.39 | 22.20 | 15.54 | 26.47 | 45.69 | 9.16 | 9.95 | 4.97 |
| Yield(%) | 0.00 | 0.70 | 0.70 | 0.60 | 1.82 | 2.77 | 3.74 | 3.74 | 0.00 | 0.74 | 0.85 | 0.41 | 0.34 | 0.44 | 2.66 | 4.98 | 3.22 | 1.48 | 1.82 | 1.77 | 1.66 | 1.51 | 1.43 | 0.71 | 1.10 | 5.14 | 11.92 | 14.93 | 4.65 |
Data as of 07/14/2025, AR inception is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWEHX (MFS GLOBAL EQUITY FUND R3) |
-11.62%
Feb 2006 - Feb 2009 |
-1.40%
Dec 2019 - Dec 2024 |
3.29%
Apr 2015 - Apr 2025 |
4.97%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWEHX (MFS GLOBAL EQUITY FUND R3) |
24.51%
Feb 2009 - Feb 2012 |
22.45%
Feb 2009 - Feb 2014 |
14.07%
Feb 2009 - Feb 2019 |
10.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart