Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFWTX (MFS GLOBAL TOTAL RETURN FUND A) | 4.39% | 12.53% | 10.29% | 2.23% | 4.45% | 5.08% | 5.24% | … | … |
Data as of 06/08/2026, Common starting date is 12/27/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFWTX (MFS GLOBAL TOTAL RETURN FUND A) | 12/27/1990 | 06/08/2026 |
| 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 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 12.53 | 10.29 | 2.23 | 4.45 | 5.08 | 5.24 | … | … | 4.39 | 15.73 | 3.92 | 10.29 | -13.11 | -0.53 | 3.62 | 18.24 | -7.19 | 15.14 | 5.29 | -1.54 | 3.47 | 16.07 | 10.99 | 2.05 | 8.37 | 14.31 | -15.60 | 8.49 | 16.63 | 3.18 | 14.98 | 22.37 | 0.03 | -6.82 | 1.43 | 7.58 | 18.00 | 13.22 | 15.34 | 20.23 | -6.30 | 17.54 | 2.28 | 18.15 | 0.85 |
| Sharpe Ratio | NA | 1.40 | 0.92 | -0.03 | 0.29 | NA | NA | … | … | 0.98 | 1.50 | 0.04 | 0.83 | -1.08 | -0.05 | 0.17 | 2.89 | -1.10 | 3.94 | 0.63 | -0.20 | 0.62 | 2.41 | 1.43 | 0.15 | 0.77 | 0.88 | -0.80 | 0.65 | 1.72 | 0.14 | 1.62 | 2.84 | -0.13 | -1.17 | -0.30 | 0.59 | 1.54 | 1.37 | 2.12 | 3.01 | -1.56 | 2.41 | -0.03 | 1.55 | 26.86 |
| Standard Deviation(%) | NA | 7.48 | 8.04 | 9.96 | 10.18 | NA | NA | … | … | 8.61 | 8.63 | 7.11 | 8.10 | 13.52 | 10.77 | 19.25 | 5.80 | 7.85 | 3.69 | 7.99 | 7.93 | 5.62 | 6.66 | 7.71 | 13.50 | 10.71 | 16.18 | 20.66 | 8.24 | 7.71 | 6.65 | 8.62 | 7.63 | 8.29 | 8.03 | 9.22 | 7.16 | 9.43 | 6.92 | 5.46 | 5.40 | 6.01 | 6.35 | 6.76 | 9.12 | 6.91 |
| Draw Down(%) | NA | 6.72 | 8.68 | 26.33 | 26.33 | NA | NA | … | … | 6.72 | 7.64 | 6.01 | 8.68 | 20.36 | 10.32 | 23.37 | 2.63 | 13.33 | 1.08 | 5.35 | 8.09 | 5.78 | 4.45 | 6.09 | 10.52 | 9.96 | 19.06 | 28.71 | 4.97 | 7.03 | 4.41 | 6.20 | 5.87 | 8.99 | 13.84 | 6.44 | 6.90 | 9.96 | 5.15 | 2.77 | 2.71 | 10.61 | 3.61 | 4.40 | 4.01 | 0.00 |
| Yield(%) | 0.00 | 8.36 | 7.17 | 3.78 | 3.72 | 3.94 | 4.35 | … | … | 0.00 | 9.19 | 8.58 | 3.90 | 0.00 | 1.46 | 1.76 | 4.99 | 2.98 | 2.79 | 1.19 | 4.06 | 3.18 | 2.03 | 1.84 | 2.77 | 3.06 | 1.94 | 4.95 | 10.41 | 9.31 | 9.45 | 10.44 | 3.20 | 1.73 | 1.25 | 9.55 | 8.86 | 10.19 | 8.55 | 7.19 | 5.35 | 1.87 | 4.23 | 4.59 | 2.69 | 1.08 |
Data as of 06/08/2026, Common starting date is 12/27/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFWTX (MFS GLOBAL TOTAL RETURN FUND A) |
-4.51%
Sep 2019 – Sep 2022 |
-1.26%
Sep 2017 – Sep 2022 |
1.99%
Oct 2013 – Oct 2023 |
3.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFWTX (MFS GLOBAL TOTAL RETURN FUND A) |
17.51%
Feb 1995 – Feb 1998 |
14.79%
Dec 1994 – Dec 1999 |
10.24%
Dec 1994 – Dec 2004 |
9.45%
Nov 1991 – Nov 2006 |
Annualized Rolling Returns Comparison Chart