Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWELX (MFS GLOBAL EQUITY FUND R4) | 0.37% | 7.13% | 8.94% | 0.83% | 6.98% | 7.62% | 7.09% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWELX (MFS GLOBAL EQUITY FUND R4) | 04/07/2005 | 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 (%) | 0.05 | 7.13 | 8.94 | 0.83 | 6.98 | 7.62 | 7.09 | … | … | 0.37 | 13.84 | 5.75 | 14.61 | -24.16 | 11.81 | 11.96 | 30.57 | -9.61 | 23.89 | 7.35 | -1.42 | 3.99 | 27.84 | 23.71 | -4.33 | 12.28 | 31.47 | -33.60 | 9.08 | 24.48 | 7.87 |
| Sharpe Ratio | NA | 0.49 | 0.45 | -0.10 | 0.33 | NA | NA | … | … | -0.03 | 0.73 | 0.20 | 0.88 | -1.08 | 0.92 | 0.37 | 2.62 | -0.78 | 3.71 | 0.50 | -0.10 | 0.37 | 2.44 | 1.60 | -0.17 | 0.64 | 1.22 | -0.92 | 0.41 | 1.98 | 0.99 |
| Standard Deviation(%) | NA | 12.53 | 13.00 | 15.82 | 16.66 | NA | NA | … | … | 14.69 | 15.14 | 10.59 | 12.63 | 23.68 | 12.87 | 31.42 | 11.12 | 14.06 | 6.29 | 14.19 | 14.10 | 10.81 | 11.41 | 14.90 | 25.24 | 18.98 | 25.79 | 37.41 | 14.46 | 10.66 | 8.53 |
| Draw Down(%) | NA | 13.29 | 14.94 | 31.14 | 33.81 | NA | NA | … | … | 13.29 | 14.94 | 6.01 | 14.00 | 28.15 | 8.70 | 33.81 | 5.35 | 18.79 | 2.20 | 8.94 | 13.11 | 10.55 | 6.74 | 12.38 | 22.13 | 15.73 | 26.44 | 45.57 | 9.14 | 9.95 | 4.92 |
| Yield(%) | 0.00 | 18.85 | 13.15 | 6.51 | 6.91 | 7.17 | 6.58 | … | … | 0.00 | 20.18 | 12.72 | 9.28 | 0.62 | 0.57 | 0.70 | 2.89 | 5.19 | 3.49 | 1.74 | 2.05 | 1.98 | 1.85 | 1.75 | 1.67 | 0.69 | 1.34 | 5.30 | 12.15 | 15.01 | 4.65 |
Data as of 06/04/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWELX (MFS GLOBAL EQUITY FUND R4) |
-11.36%
Feb 2006 – Feb 2009 |
-0.27%
May 2007 – May 2012 |
4.77%
Oct 2013 – Oct 2023 |
5.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWELX (MFS GLOBAL EQUITY FUND R4) |
24.70%
Feb 2009 – Feb 2012 |
22.68%
Feb 2009 – Feb 2014 |
14.32%
Feb 2009 – Feb 2019 |
11.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart