Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNWBX (MFS MANAGED WEALTH FUND B) | -2.92% | 1.99% | 4.58% | 2.46% | 2.72% | 1.75% | 1.61% | … | … |
Data as of 03/13/2026, Common starting date is 01/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNWBX (MFS MANAGED WEALTH FUND B) | 01/12/2006 | 03/13/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | 1.99 | 4.58 | 2.46 | 2.72 | 1.75 | 1.61 | … | … | -2.92 | 7.15 | 5.67 | 4.34 | -3.05 | 0.27 | 2.02 | 7.70 | 1.00 | 5.69 | -4.53 | -0.30 | 11.46 | 38.46 | -48.83 | 15.04 | 21.38 |
| Sharpe Ratio | NA | -0.14 | 0.31 | 0.01 | 0.30 | NA | NA | … | … | -2.89 | 0.84 | -0.28 | 0.04 | -1.12 | 0.10 | 0.30 | 2.22 | -0.09 | 2.50 | -1.01 | -0.07 | 0.17 | 1.37 | -1.13 | 0.61 | 1.17 |
| Standard Deviation(%) | NA | 5.47 | 3.97 | 3.70 | 3.77 | NA | NA | … | … | 5.66 | 5.20 | 3.21 | 2.25 | 3.98 | 2.39 | 6.00 | 2.83 | 3.44 | 2.03 | 4.67 | 4.85 | 15.95 | 28.09 | 43.72 | 19.72 | 16.16 |
| Draw Down(%) | NA | 3.90 | 3.93 | 6.15 | 7.22 | NA | NA | … | … | 3.90 | 3.93 | 2.22 | 1.65 | 5.65 | 1.98 | 4.84 | 1.74 | 3.38 | 0.70 | 5.29 | 4.59 | 3.28 | 25.83 | 59.34 | 13.21 | 18.80 |
| Yield(%) | 0.00 | 0.00 | 0.02 | 0.01 | 0.45 | 0.37 | 0.83 | … | … | 0.00 | 0.00 | 0.07 | 0.00 | 0.00 | 0.00 | 1.66 | 0.00 | 0.00 | 0.00 | 2.58 | 0.61 | 0.50 | 1.82 | 2.47 | 5.04 | 0.95 |
Data as of 03/13/2026, Common starting date is 01/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNWBX (MFS MANAGED WEALTH FUND B) |
-16.97%
Feb 2006 – Feb 2009 |
-6.31%
Apr 2011 – Apr 2016 |
-1.72%
Apr 2011 – Apr 2021 |
0.45%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNWBX (MFS MANAGED WEALTH FUND B) |
22.66%
Aug 2012 – Aug 2015 |
13.87%
Aug 2012 – Aug 2017 |
7.58%
Aug 2012 – Aug 2022 |
2.01%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison Chart