Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWEMX (MFS GLOBAL EQUITY FUND R6) | 0.40% | 7.22% | 9.03% | 3.57% | 8.68% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWEMX (MFS GLOBAL EQUITY FUND R6) | 06/04/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 7.22 | 9.03 | 3.57 | 8.68 | NA | NA | … | … | 0.40 | 13.93 | 5.85 | 14.71 | -17.62 | 17.41 | 14.25 | 30.67 | -9.51 | 24.03 | 7.43 | -1.34 | 4.07 | 27.93 | 21.92 |
| Sharpe Ratio | NA | 0.49 | 0.46 | 0.08 | 0.44 | NA | NA | … | … | -0.03 | 0.73 | 0.21 | 0.88 | -0.85 | 1.49 | 0.44 | 2.62 | -0.78 | 3.72 | 0.51 | -0.10 | 0.38 | 2.44 | 2.89 |
| Standard Deviation(%) | NA | 12.51 | 12.99 | 15.27 | 16.39 | NA | NA | … | … | 14.65 | 15.13 | 10.59 | 12.63 | 22.48 | 11.70 | 31.39 | 11.13 | 14.06 | 6.31 | 14.16 | 14.10 | 10.80 | 11.45 | 14.31 |
| Draw Down(%) | NA | 13.27 | 14.93 | 28.10 | 33.81 | NA | NA | … | … | 13.27 | 14.93 | 5.99 | 13.97 | 28.10 | 6.32 | 33.81 | 5.35 | 18.72 | 2.20 | 8.92 | 13.07 | 10.54 | 6.78 | 4.70 |
| Yield(%) | 0.00 | 18.29 | 12.88 | 8.60 | 8.97 | 10.06 | 7.54 | … | … | 0.00 | 19.58 | 12.44 | 9.15 | 7.02 | 5.89 | 2.84 | 2.98 | 5.18 | 3.51 | 1.80 | 2.11 | 2.02 | 1.88 | 1.77 |
Data as of 06/04/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWEMX (MFS GLOBAL EQUITY FUND R6) |
0.01%
Dec 2021 – Dec 2024 |
3.36%
Mar 2015 – Mar 2020 |
6.44%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWEMX (MFS GLOBAL EQUITY FUND R6) |
20.57%
Dec 2018 – Dec 2021 |
14.56%
Oct 2016 – Oct 2021 |
10.22%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart