Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MWOFX (MFS GLOBAL GROWTH FUND A) | 5.23% | 1.40% | 7.28% | 5.14% | 8.27% | 9.23% | 7.65% | 7.56% |
Data as of 07/22/2025, AR inception is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWOFX (MFS GLOBAL GROWTH FUND A) | 12/27/1995 | 07/22/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.61 | 1.40 | 7.28 | 5.14 | 8.27 | 9.23 | 7.65 | 7.56 | 5.23 | 5.27 | 18.17 | -22.05 | 11.26 | 16.48 | 35.37 | -4.94 | 31.37 | 5.08 | -1.96 | 4.02 | 20.84 | 19.43 | -6.82 | 11.52 | 39.73 | -39.25 | 12.81 | 17.00 | 9.46 | 15.40 | 33.99 | -19.65 | -20.14 | -13.55 | 64.46 | 12.31 | 13.65 | 13.45 | -7.96 |
| Sharpe Ratio | NA | -0.09 | 0.31 | 0.20 | 0.39 | NA | NA | 0.32 | 0.30 | -0.10 | 1.12 | -1.00 | 0.83 | 0.52 | 2.78 | -0.42 | 4.96 | 0.35 | -0.14 | 0.38 | 1.85 | 1.29 | -0.27 | 0.63 | 1.55 | -1.02 | 0.61 | 1.08 | 0.81 | 1.14 | 2.54 | -1.16 | -1.21 | -0.72 | 3.85 | 0.46 | 0.73 | 1.04 | -1.00 |
| Standard Deviation(%) | NA | 17.08 | 16.13 | 16.51 | 17.17 | NA | NA | 18.23 | 19.10 | 12.70 | 12.51 | 23.53 | 13.61 | 30.89 | 12.22 | 15.02 | 6.23 | 14.08 | 14.25 | 10.61 | 11.25 | 15.09 | 25.81 | 18.21 | 25.55 | 39.37 | 16.20 | 12.80 | 9.05 | 12.68 | 13.09 | 17.86 | 18.90 | 24.67 | 15.91 | 19.37 | 13.87 | 9.52 | 103.51 |
| Draw Down(%) | NA | 20.54 | 20.54 | 31.29 | 31.68 | NA | NA | 56.10 | 16.39 | 8.64 | 11.92 | 27.58 | 8.96 | 31.68 | 6.32 | 16.62 | 2.42 | 8.59 | 14.22 | 9.92 | 7.72 | 13.17 | 21.65 | 15.24 | 23.47 | 50.27 | 11.52 | 14.78 | 8.09 | 10.51 | 13.28 | 27.77 | 35.93 | 27.79 | 8.47 | 30.53 | 13.12 | 10.39 | 8.38 |
| Yield(%) | 0.00 | 0.01 | 0.02 | 0.01 | 1.91 | 2.82 | 2.54 | 4.17 | 0.00 | 0.01 | 0.04 | 0.00 | 0.00 | 0.00 | 2.48 | 4.51 | 4.55 | 1.77 | 5.65 | 4.40 | 3.86 | 0.29 | 0.28 | 0.25 | 0.54 | 0.00 | 0.69 | 1.09 | 0.00 | 0.23 | 0.00 | 0.00 | 0.00 | 19.86 | 9.70 | 8.55 | 11.46 | 6.10 | 0.97 |
Data as of 07/22/2025, AR inception is 12/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOFX (MFS GLOBAL GROWTH FUND A) |
-21.28%
Mar 2000 - Mar 2003 |
-5.06%
Mar 2000 - Mar 2005 |
-0.66%
Feb 2000 - Feb 2010 |
2.93%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOFX (MFS GLOBAL GROWTH FUND A) |
32.28%
Mar 1997 - Mar 2000 |
19.90%
Feb 2009 - Feb 2014 |
14.02%
Feb 2009 - Feb 2019 |
12.14%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart