Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWOCX (MFS GLOBAL GROWTH FUND C) | -2.89% | 1.97% | 7.25% | 3.11% | 9.55% | 8.44% | 7.22% | … | … |
Data as of 06/04/2026, Common starting date is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWOCX (MFS GLOBAL GROWTH FUND C) | 12/27/1995 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 1.97 | 7.25 | 3.11 | 9.55 | 8.44 | 7.22 | … | … | -2.89 | 6.38 | 9.87 | 19.72 | -19.88 | 17.45 | 19.32 | 34.34 | -5.65 | 30.38 | 4.29 | -2.73 | 3.23 | 19.95 | 18.55 | -7.50 | 10.70 | 38.68 | -39.71 | 11.97 | 16.13 | 8.63 | 14.27 | 33.00 | -20.21 | -20.80 | -14.19 | 63.18 | 11.52 | 12.85 | 12.55 | -7.42 |
| 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 | 0.30 | 1.78 | 1.23 | -0.29 | 0.58 | 1.51 | -1.03 | 0.55 | 1.00 | 0.70 | 1.05 | 2.47 | -1.20 | -1.25 | -0.75 | 3.76 | 0.42 | 0.66 | 0.93 | -1.07 |
| Standard Deviation(%) | NA | 12.08 | 13.41 | 15.75 | 16.63 | NA | NA | … | … | 14.32 | 15.65 | 11.71 | 12.50 | 23.42 | 11.83 | 30.68 | 12.22 | 15.01 | 6.23 | 14.07 | 14.24 | 10.62 | 11.21 | 15.13 | 25.79 | 18.21 | 25.61 | 39.36 | 16.18 | 12.79 | 9.05 | 12.69 | 13.09 | 17.83 | 18.88 | 24.68 | 15.92 | 19.39 | 13.82 | 9.48 | 97.01 |
| Draw Down(%) | NA | 13.97 | 16.73 | 28.08 | 31.76 | NA | NA | … | … | 13.97 | 16.53 | 6.09 | 12.08 | 28.03 | 6.47 | 31.76 | 6.32 | 16.78 | 2.48 | 8.64 | 14.46 | 10.14 | 7.80 | 13.28 | 21.90 | 15.29 | 23.63 | 50.54 | 11.58 | 14.83 | 8.18 | 10.85 | 13.34 | 28.14 | 36.24 | 28.20 | 8.52 | 30.66 | 13.18 | 10.49 | 7.85 |
| Yield(%) | 0.00 | 6.86 | 5.85 | 5.15 | 6.84 | 6.48 | 5.81 | … | … | 0.00 | 6.97 | 6.89 | 3.01 | 3.46 | 8.42 | 4.29 | 2.80 | 5.10 | 4.95 | 1.93 | 6.01 | 4.54 | 3.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 19.72 | 9.23 | 8.63 | 10.67 | 5.45 | 0.98 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MWOCX (MFS GLOBAL GROWTH FUND C) |
-21.89%
Mar 2000 – Mar 2003 |
-5.83%
Mar 2000 – Mar 2005 |
-1.43%
Feb 2000 – Feb 2010 |
2.14%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOCX (MFS GLOBAL GROWTH FUND C) |
31.30%
Mar 1997 – Mar 2000 |
19.00%
Feb 2009 – Feb 2014 |
13.18%
Dec 2011 – Dec 2021 |
12.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart