Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGBRX (MFS GLOBAL TOTAL RETURN FUND R2) | 4.05% | 11.76% | 9.94% | 1.90% | 4.28% | 4.86% | 4.99% | … | … |
Data as of 06/10/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGBRX (MFS GLOBAL TOTAL RETURN FUND R2) | 11/03/2003 | 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.73 | 11.76 | 9.94 | 1.90 | 4.28 | 4.86 | 4.99 | … | … | 4.05 | 15.44 | 3.73 | 9.99 | -13.32 | -0.85 | 3.29 | 17.93 | -7.44 | 14.91 | 5.01 | -1.78 | 3.15 | 15.74 | 10.73 | 1.90 | 7.75 | 14.08 | -15.65 | 8.16 | 16.27 | 2.86 | 14.76 | 8.33 |
| Sharpe Ratio | NA | 1.37 | 0.88 | -0.06 | 0.26 | NA | NA | … | … | 0.96 | 1.45 | 0.02 | 0.79 | -1.09 | -0.08 | 0.16 | 2.84 | -1.14 | 3.83 | 0.60 | -0.23 | 0.55 | 2.34 | 1.40 | 0.14 | 0.71 | 0.86 | -0.80 | 0.61 | 1.68 | 0.09 | 1.61 | 12.74 |
| Standard Deviation(%) | NA | 7.48 | 8.05 | 10.00 | 10.19 | NA | NA | … | … | 8.58 | 8.68 | 7.09 | 8.12 | 13.58 | 10.84 | 19.25 | 5.79 | 7.79 | 3.73 | 7.98 | 7.94 | 5.68 | 6.70 | 7.69 | 13.49 | 10.73 | 16.30 | 20.65 | 8.24 | 7.71 | 6.59 | 8.55 | 5.10 |
| Draw Down(%) | NA | 6.63 | 8.69 | 26.54 | 26.54 | NA | NA | … | … | 6.63 | 7.64 | 6.07 | 8.69 | 20.46 | 10.40 | 23.46 | 2.60 | 13.48 | 1.10 | 5.38 | 8.22 | 5.82 | 4.54 | 6.13 | 10.57 | 10.36 | 19.09 | 28.65 | 5.00 | 7.07 | 4.50 | 6.29 | 0.53 |
| Yield(%) | 0.00 | 8.27 | 7.03 | 3.65 | 3.56 | 3.73 | 4.14 | … | … | 0.00 | 9.07 | 8.46 | 3.72 | 0.00 | 1.21 | 1.49 | 4.75 | 2.76 | 2.57 | 1.01 | 4.00 | 2.92 | 1.77 | 1.61 | 2.54 | 2.53 | 1.75 | 4.85 | 10.17 | 9.09 | 9.05 | 10.35 | 2.10 |
Data as of 06/10/2026, Common starting date is 11/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGBRX (MFS GLOBAL TOTAL RETURN FUND R2) |
-4.80%
Sep 2019 – Sep 2022 |
-1.52%
Sep 2017 – Sep 2022 |
1.71%
Oct 2013 – Oct 2023 |
2.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGBRX (MFS GLOBAL TOTAL RETURN FUND R2) |
15.59%
Feb 2009 – Feb 2012 |
13.90%
Feb 2009 – Feb 2014 |
8.59%
Feb 2009 – Feb 2019 |
6.39%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart