Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MGWRX (MFS GLOBAL GROWTH FUND R2) | -5.48% | -1.39% | 6.27% | 3.02% | 9.90% | 8.91% | 7.85% | … | … |
Data as of 06/10/2026, Common starting date is 11/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MGWRX (MFS GLOBAL GROWTH 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 (%) | -2.06 | -1.39 | 6.27 | 3.02 | 9.90 | 8.91 | 7.85 | … | … | -5.48 | 6.90 | 10.41 | 20.35 | -19.48 | 18.02 | 19.92 | 35.01 | -5.19 | 31.04 | 4.82 | -2.28 | 3.76 | 20.55 | 19.16 | -7.05 | 11.25 | 39.35 | -39.61 | 12.42 | 16.54 | 8.92 | 14.52 | 6.21 |
| Sharpe Ratio | NA | -0.15 | 0.29 | 0.05 | 0.50 | NA | NA | … | … | -0.87 | 0.26 | 0.58 | 1.35 | -0.90 | 1.52 | 0.64 | 2.75 | -0.44 | 4.91 | 0.33 | -0.16 | 0.35 | 1.83 | 1.27 | -0.27 | 0.61 | 1.54 | -1.03 | 0.58 | 1.03 | 0.74 | 1.07 | 4.60 |
| Standard Deviation(%) | NA | 12.31 | 13.43 | 15.77 | 16.65 | NA | NA | … | … | 14.45 | 15.65 | 11.72 | 12.50 | 23.42 | 11.84 | 30.69 | 12.21 | 15.02 | 6.22 | 14.07 | 14.23 | 10.60 | 11.24 | 15.14 | 25.80 | 18.22 | 25.52 | 39.38 | 16.18 | 12.77 | 9.06 | 12.68 | 9.88 |
| Draw Down(%) | NA | 13.87 | 16.53 | 27.79 | 31.69 | NA | NA | … | … | 13.87 | 16.43 | 6.07 | 11.97 | 27.73 | 6.42 | 31.69 | 6.32 | 16.69 | 2.44 | 8.59 | 14.30 | 10.00 | 7.72 | 13.23 | 21.72 | 15.28 | 23.55 | 50.51 | 11.59 | 14.78 | 8.16 | 10.77 | 2.61 |
| Yield(%) | 0.00 | 5.58 | 4.86 | 4.45 | 6.26 | 6.20 | 5.87 | … | … | 0.00 | 5.73 | 5.76 | 2.54 | 2.95 | 7.30 | 3.75 | 2.46 | 4.55 | 4.46 | 1.75 | 5.55 | 4.21 | 3.66 | 0.00 | 0.00 | 0.02 | 0.21 | 0.00 | 0.74 | 0.67 | 0.00 | 0.00 | 0.00 |
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 |
|---|---|---|---|---|
| MGWRX (MFS GLOBAL GROWTH FUND R2) |
-13.75%
Feb 2006 – Feb 2009 |
-4.12%
Feb 2004 – Feb 2009 |
4.09%
Dec 2006 – Dec 2016 |
5.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MGWRX (MFS GLOBAL GROWTH FUND R2) |
24.17%
Feb 2009 – Feb 2012 |
19.61%
Feb 2009 – Feb 2014 |
13.74%
Dec 2011 – Dec 2021 |
12.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart