Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFWGX (MFS GLOBAL TOTAL RETURN FUND R1) | 3.96% | 11.30% | 9.42% | 1.43% | 3.78% | 4.35% | 4.49% | … | … |
Data as of 06/10/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFWGX (MFS GLOBAL TOTAL RETURN FUND R1) | 04/08/2005 | 06/10/2026 |
| 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 (%) | -0.72 | 11.30 | 9.42 | 1.43 | 3.78 | 4.35 | 4.49 | … | … | 3.96 | 14.82 | 3.25 | 9.43 | -13.80 | -1.24 | 2.84 | 17.30 | -7.87 | 14.31 | 4.50 | -2.26 | 2.67 | 15.14 | 10.15 | 1.34 | 7.56 | 13.40 | -16.11 | 7.73 | 15.92 | -5.88 |
| Sharpe Ratio | NA | 1.32 | 0.82 | -0.11 | 0.21 | NA | NA | … | … | 0.94 | 1.38 | -0.05 | 0.72 | -1.13 | -0.12 | 0.13 | 2.75 | -1.19 | 3.69 | 0.53 | -0.29 | 0.47 | 2.26 | 1.32 | 0.10 | 0.69 | 0.82 | -0.82 | 0.57 | 1.63 | -0.87 |
| Standard Deviation(%) | NA | 7.43 | 8.03 | 9.96 | 10.16 | NA | NA | … | … | 8.47 | 8.70 | 7.07 | 8.08 | 13.55 | 10.76 | 19.19 | 5.76 | 7.81 | 3.71 | 8.05 | 7.95 | 5.69 | 6.68 | 7.73 | 13.53 | 10.75 | 16.16 | 20.66 | 8.12 | 7.69 | 11.91 |
| Draw Down(%) | NA | 6.57 | 8.81 | 26.81 | 26.81 | NA | NA | … | … | 6.57 | 7.68 | 6.14 | 8.81 | 20.78 | 10.37 | 23.48 | 2.68 | 13.87 | 1.14 | 5.56 | 8.40 | 5.97 | 4.60 | 6.25 | 10.80 | 10.12 | 19.16 | 28.94 | 5.06 | 7.11 | 8.54 |
| Yield(%) | 0.00 | 7.82 | 6.50 | 3.28 | 3.07 | 3.18 | 3.63 | … | … | 0.00 | 8.47 | 7.86 | 3.18 | 0.00 | 0.66 | 1.04 | 4.18 | 2.26 | 2.14 | 0.54 | 3.79 | 2.39 | 1.22 | 1.05 | 1.99 | 2.27 | 1.20 | 4.31 | 9.62 | 8.72 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| MFWGX (MFS GLOBAL TOTAL RETURN FUND R1) |
-5.23%
Sep 2019 – Sep 2022 |
-2.00%
Sep 2017 – Sep 2022 |
1.22%
Oct 2013 – Oct 2023 |
2.24%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFWGX (MFS GLOBAL TOTAL RETURN FUND R1) |
15.12%
Feb 2009 – Feb 2012 |
13.39%
Feb 2009 – Feb 2014 |
8.08%
Feb 2009 – Feb 2019 |
5.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart