Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWOHX (MFS GLOBAL GROWTH FUND R3) | -5.36% | -1.14% | 6.54% | 1.29% | 8.76% | 8.25% | 7.44% | … | … |
Data as of 06/10/2026, Common starting date is 04/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWOHX (MFS GLOBAL GROWTH FUND R3) | 04/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.05 | -1.14 | 6.54 | 1.29 | 8.76 | 8.25 | 7.44 | … | … | -5.36 | 7.17 | 10.69 | 20.65 | -22.08 | 11.22 | 16.45 | 35.36 | -4.94 | 31.35 | 5.07 | -2.03 | 4.01 | 20.85 | 19.44 | -6.82 | 11.54 | 39.70 | -39.26 | 12.72 | 16.85 | 11.30 |
| Sharpe Ratio | NA | -0.13 | 0.31 | -0.06 | 0.43 | NA | NA | … | … | -0.85 | 0.28 | 0.60 | 1.37 | -1.00 | 0.82 | 0.52 | 2.77 | -0.42 | 4.94 | 0.34 | -0.14 | 0.38 | 1.86 | 1.29 | -0.27 | 0.63 | 1.55 | -1.02 | 0.59 | 1.06 | 1.43 |
| Standard Deviation(%) | NA | 12.30 | 13.42 | 16.08 | 16.83 | NA | NA | … | … | 14.44 | 15.63 | 11.70 | 12.51 | 23.51 | 13.62 | 30.87 | 12.22 | 15.01 | 6.24 | 14.08 | 14.25 | 10.61 | 11.20 | 15.13 | 25.80 | 18.21 | 25.61 | 39.38 | 16.19 | 12.78 | 9.28 |
| Draw Down(%) | NA | 13.82 | 16.45 | 31.32 | 31.69 | NA | NA | … | … | 13.82 | 16.39 | 6.06 | 11.92 | 27.60 | 8.99 | 31.69 | 6.31 | 16.63 | 2.44 | 8.57 | 14.23 | 9.93 | 7.73 | 13.18 | 21.66 | 15.25 | 23.54 | 50.25 | 11.52 | 14.72 | 5.19 |
| Yield(%) | 0.00 | 5.39 | 4.76 | 2.52 | 3.88 | 4.35 | 4.22 | … | … | 0.00 | 5.55 | 5.50 | 2.69 | 0.00 | 0.00 | 0.00 | 2.40 | 4.48 | 4.57 | 1.78 | 5.67 | 4.41 | 3.88 | 0.31 | 0.30 | 0.27 | 0.56 | 0.00 | 0.64 | 1.06 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOHX (MFS GLOBAL GROWTH FUND R3) |
-13.43%
Feb 2006 – Feb 2009 |
-1.08%
May 2007 – May 2012 |
4.39%
Dec 2006 – Dec 2016 |
5.34%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOHX (MFS GLOBAL GROWTH FUND R3) |
24.50%
Feb 2009 – Feb 2012 |
19.91%
Feb 2009 – Feb 2014 |
14.01%
Feb 2009 – Feb 2019 |
12.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart