Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWOIX (MFS GLOBAL GROWTH FUND I) | -2.46% | 3.01% | 8.33% | 2.22% | 9.28% | 8.62% | 7.63% | … | … |
Data as of 06/04/2026, Common starting date is 01/25/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWOIX (MFS GLOBAL GROWTH FUND I) | 01/25/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 3.01 | 8.33 | 2.22 | 9.28 | 8.62 | 7.63 | … | … | -2.46 | 7.43 | 10.96 | 20.95 | -21.78 | 11.75 | 16.86 | 35.68 | -4.70 | 31.69 | 5.34 | -1.80 | 4.28 | 21.17 | 19.73 | -6.57 | 11.78 | 40.06 | -39.09 | 13.13 | 17.29 | 9.76 | 15.39 | 34.43 | -19.43 | -20.10 | -31.05 |
| Sharpe Ratio | NA | 0.10 | 0.41 | -0.01 | 0.46 | NA | NA | … | … | -0.56 | 0.29 | 0.63 | 1.40 | -0.99 | 0.87 | 0.54 | 2.80 | -0.41 | 5.02 | 0.36 | -0.13 | 0.40 | 1.88 | 1.31 | -0.26 | 0.64 | 1.56 | -1.01 | 0.62 | 1.09 | 0.83 | 1.14 | 2.57 | -1.15 | -1.21 | -1.02 |
| Standard Deviation(%) | NA | 12.07 | 13.41 | 16.04 | 16.80 | NA | NA | … | … | 14.31 | 15.64 | 11.72 | 12.50 | 23.50 | 13.51 | 30.86 | 12.22 | 15.02 | 6.22 | 14.09 | 14.24 | 10.61 | 11.25 | 15.14 | 25.79 | 18.21 | 25.57 | 39.38 | 16.18 | 12.76 | 9.04 | 12.67 | 13.12 | 17.90 | 18.87 | 36.12 |
| Draw Down(%) | NA | 13.78 | 16.38 | 31.01 | 31.64 | NA | NA | … | … | 13.78 | 16.36 | 6.04 | 11.85 | 27.45 | 8.76 | 31.64 | 6.31 | 16.56 | 2.39 | 8.53 | 14.17 | 9.86 | 7.73 | 13.13 | 21.58 | 15.23 | 23.50 | 50.21 | 11.50 | 14.70 | 8.11 | 10.42 | 13.21 | 27.61 | 35.82 | 44.50 |
| Yield(%) | 0.00 | 5.45 | 4.84 | 2.56 | 3.99 | 4.46 | 4.26 | … | … | 0.00 | 5.57 | 5.54 | 2.64 | 0.00 | 0.08 | 0.04 | 2.70 | 4.64 | 4.66 | 2.05 | 5.71 | 4.57 | 4.05 | 0.56 | 0.54 | 0.50 | 0.79 | 0.25 | 0.91 | 1.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/25/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOIX (MFS GLOBAL GROWTH FUND I) |
-27.78%
Mar 2000 – Mar 2003 |
-9.79%
Mar 2000 – Mar 2005 |
-3.04%
Feb 2000 – Feb 2010 |
1.36%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOIX (MFS GLOBAL GROWTH FUND I) |
24.81%
Feb 2009 – Feb 2012 |
20.21%
Feb 2009 – Feb 2014 |
14.30%
Feb 2009 – Feb 2019 |
12.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart