Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWOGX (MFS GLOBAL GROWTH FUND R1) | -2.87% | 1.99% | 7.25% | 3.11% | 9.55% | 8.44% | 7.21% | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWOGX (MFS GLOBAL GROWTH FUND R1) | 04/08/2005 | 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 (%) | 0.00 | 1.99 | 7.25 | 3.11 | 9.55 | 8.44 | 7.21 | … | … | -2.87 | 6.38 | 9.88 | 19.73 | -19.88 | 17.43 | 19.32 | 34.37 | -5.66 | 30.39 | 4.26 | -2.75 | 3.25 | 19.93 | 18.58 | -7.55 | 10.71 | 38.67 | -39.71 | 11.84 | 16.04 | 10.70 |
| 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 | 4.80 | 0.29 | -0.20 | 0.30 | 1.77 | 1.24 | -0.29 | 0.58 | 1.51 | -1.03 | 0.54 | 0.99 | 1.35 |
| Standard Deviation(%) | NA | 12.06 | 13.42 | 15.75 | 16.64 | NA | NA | … | … | 14.30 | 15.63 | 11.78 | 12.51 | 23.40 | 11.83 | 30.69 | 12.21 | 15.04 | 6.23 | 14.08 | 14.23 | 10.63 | 11.23 | 15.08 | 25.83 | 18.19 | 25.60 | 39.34 | 16.20 | 12.75 | 9.22 |
| Draw Down(%) | NA | 13.95 | 16.72 | 28.09 | 31.77 | NA | NA | … | … | 13.95 | 16.52 | 6.09 | 12.07 | 28.02 | 6.45 | 31.77 | 6.34 | 16.79 | 2.49 | 8.66 | 14.46 | 10.13 | 7.78 | 13.26 | 21.91 | 15.35 | 23.61 | 50.56 | 11.59 | 14.81 | 5.28 |
| Yield(%) | 0.00 | 6.88 | 5.87 | 5.16 | 6.86 | 6.49 | 5.81 | … | … | 0.00 | 6.99 | 6.91 | 3.02 | 3.47 | 8.44 | 4.30 | 2.80 | 5.11 | 4.96 | 1.94 | 6.02 | 4.55 | 3.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.74 | 0.42 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOGX (MFS GLOBAL GROWTH FUND R1) |
-14.06%
Feb 2006 – Feb 2009 |
-1.82%
May 2007 – May 2012 |
3.60%
Dec 2006 – Dec 2016 |
5.21%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOGX (MFS GLOBAL GROWTH FUND R1) |
23.55%
Feb 2009 – Feb 2012 |
19.00%
Feb 2009 – Feb 2014 |
13.18%
Dec 2011 – Dec 2021 |
12.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart