Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNWCX (MFS MANAGED WEALTH FUND C) | 0.32% | 1.93% | 5.12% | 2.93% | 3.63% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNWCX (MFS MANAGED WEALTH FUND C) | 07/02/2014 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.71 | 1.93 | 5.12 | 2.93 | 3.63 | NA | NA | … | … | 0.32 | 7.19 | 5.25 | 4.46 | -3.15 | 0.36 | 3.19 | 15.21 | 1.00 | 5.72 | -1.97 | 0.30 | -0.27 |
| Sharpe Ratio | NA | -0.14 | 0.38 | 0.07 | 0.48 | NA | NA | … | … | -0.35 | 0.85 | 0.51 | 0.35 | -1.14 | 0.14 | 0.48 | 3.12 | -0.11 | 2.57 | -0.58 | 0.05 | -0.13 |
| Standard Deviation(%) | NA | 5.61 | 4.40 | 4.01 | 4.03 | NA | NA | … | … | 6.65 | 5.21 | 3.18 | 2.35 | 4.02 | 2.45 | 6.17 | 4.40 | 3.32 | 1.98 | 3.81 | 4.88 | 4.16 |
| Draw Down(%) | NA | 5.81 | 5.81 | 6.09 | 7.26 | NA | NA | … | … | 5.81 | 3.95 | 2.15 | 1.66 | 5.67 | 1.99 | 4.86 | 1.75 | 3.39 | 0.70 | 2.91 | 4.61 | 3.28 |
| Yield(%) | 0.00 | 0.00 | 0.03 | 0.02 | 1.12 | 0.82 | 0.62 | … | … | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 | 0.00 | 1.25 | 6.98 | 0.00 | 0.00 | 2.60 | 0.71 | 0.63 |
Data as of 06/11/2026, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNWCX (MFS MANAGED WEALTH FUND C) |
-0.93%
Jul 2020 – Jul 2023 |
1.89%
Apr 2020 – Apr 2025 |
2.92%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNWCX (MFS MANAGED WEALTH FUND C) |
7.15%
Dec 2016 – Dec 2019 |
5.07%
Sep 2015 – Sep 2020 |
3.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart