Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWOBX (MFS GLOBAL GROWTH FUND B) | -4.62% | 0.31% | 6.61% | 2.79% | 9.35% | 8.31% | 7.13% | … | … |
Data as of 06/05/2026, Common starting date is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWOBX (MFS GLOBAL GROWTH FUND B) | 12/27/1995 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.96 | 0.31 | 6.61 | 2.79 | 9.35 | 8.31 | 7.13 | … | … | -4.62 | 6.38 | 9.87 | 19.72 | -19.88 | 17.42 | 19.33 | 34.38 | -5.66 | 30.37 | 4.28 | -2.73 | 3.27 | 19.89 | 18.59 | -7.54 | 10.73 | 38.67 | -39.72 | 12.01 | 16.15 | 8.61 | 14.50 | 33.03 | -20.22 | -20.78 | -14.17 | 63.17 | 11.53 | 12.82 | 12.49 | -7.25 |
| Sharpe Ratio | NA | 0.01 | 0.33 | 0.04 | 0.48 | NA | NA | … | … | -0.63 | 0.22 | 0.53 | 1.30 | -0.91 | 1.47 | 0.62 | 2.69 | -0.47 | 4.79 | 0.29 | -0.19 | 0.31 | 1.77 | 1.24 | -0.29 | 0.58 | 1.51 | -1.03 | 0.55 | 1.00 | 0.70 | 1.07 | 2.46 | -1.20 | -1.25 | -0.75 | 3.76 | 0.42 | 0.66 | 0.92 | -1.07 |
| Standard Deviation(%) | NA | 12.06 | 13.40 | 15.74 | 16.63 | NA | NA | … | … | 14.32 | 15.64 | 11.70 | 12.49 | 23.40 | 11.84 | 30.70 | 12.24 | 15.03 | 6.23 | 14.10 | 14.24 | 10.61 | 11.22 | 15.13 | 25.82 | 18.22 | 25.58 | 39.38 | 16.17 | 12.76 | 9.06 | 12.67 | 13.14 | 17.87 | 18.88 | 24.66 | 15.90 | 19.38 | 13.83 | 9.52 | 96.31 |
| Draw Down(%) | NA | 13.96 | 16.71 | 28.07 | 31.77 | NA | NA | … | … | 13.96 | 16.51 | 6.09 | 12.09 | 28.02 | 6.47 | 31.77 | 6.32 | 16.76 | 2.51 | 8.65 | 14.46 | 10.13 | 7.79 | 13.26 | 21.88 | 15.31 | 23.64 | 50.55 | 11.58 | 14.79 | 8.21 | 10.87 | 13.38 | 28.14 | 36.22 | 28.18 | 8.53 | 30.67 | 13.18 | 10.57 | 7.74 |
| Yield(%) | 0.00 | 6.76 | 5.76 | 5.10 | 6.77 | 6.41 | 5.76 | … | … | 0.00 | 6.86 | 6.79 | 2.97 | 3.41 | 8.31 | 4.23 | 2.76 | 5.04 | 4.89 | 1.91 | 5.94 | 4.50 | 3.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 | 0.00 | 0.20 | 0.00 | 0.00 | 0.00 | 19.50 | 9.09 | 8.59 | 10.65 | 5.24 | 0.98 |
Data as of 06/05/2026, Common starting date is 12/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOBX (MFS GLOBAL GROWTH FUND B) |
-21.86%
Mar 2000 – Mar 2003 |
-5.77%
Mar 2000 – Mar 2005 |
-1.40%
Feb 2000 – Feb 2010 |
2.16%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOBX (MFS GLOBAL GROWTH FUND B) |
31.31%
Mar 1997 – Mar 2000 |
19.01%
Feb 2009 – Feb 2014 |
13.18%
Dec 2011 – Dec 2021 |
12.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart