Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWOJX (MFS GLOBAL GROWTH FUND R4) | -4.50% | 0.06% | 7.09% | 1.70% | 9.25% | 8.56% | 7.77% | … | … |
Data as of 06/11/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWOJX (MFS GLOBAL GROWTH FUND R4) | 04/07/2005 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.08 | 0.06 | 7.09 | 1.70 | 9.25 | 8.56 | 7.77 | … | … | -4.50 | 7.43 | 10.96 | 20.95 | -21.85 | 11.57 | 16.77 | 35.70 | -4.73 | 31.68 | 5.36 | -1.80 | 4.30 | 21.12 | 19.75 | -6.57 | 11.78 | 40.14 | -39.11 | 12.99 | 17.21 | 11.38 |
| Sharpe Ratio | NA | -0.11 | 0.33 | -0.05 | 0.44 | NA | NA | … | … | -0.84 | 0.29 | 0.63 | 1.40 | -0.99 | 0.85 | 0.53 | 2.80 | -0.41 | 4.99 | 0.37 | -0.13 | 0.40 | 1.88 | 1.31 | -0.26 | 0.64 | 1.57 | -1.02 | 0.61 | 1.08 | 1.44 |
| Standard Deviation(%) | NA | 12.32 | 13.44 | 16.08 | 16.82 | NA | NA | … | … | 14.48 | 15.64 | 11.71 | 12.50 | 23.50 | 13.59 | 30.85 | 12.20 | 15.00 | 6.25 | 14.07 | 14.22 | 10.61 | 11.24 | 15.13 | 25.82 | 18.20 | 25.56 | 39.34 | 16.18 | 12.77 | 9.25 |
| Draw Down(%) | NA | 13.78 | 16.39 | 31.12 | 31.66 | NA | NA | … | … | 13.78 | 16.37 | 6.03 | 11.86 | 27.45 | 8.91 | 31.66 | 6.31 | 16.57 | 2.39 | 8.53 | 14.17 | 9.87 | 7.71 | 13.12 | 21.55 | 15.18 | 23.52 | 50.21 | 11.53 | 14.72 | 5.18 |
| Yield(%) | 0.00 | 5.55 | 4.90 | 2.62 | 4.16 | 4.61 | 4.55 | … | … | 0.00 | 5.71 | 5.71 | 2.72 | 0.00 | 0.08 | 0.02 | 2.77 | 4.74 | 4.79 | 2.03 | 5.89 | 4.66 | 4.14 | 0.57 | 0.55 | 0.51 | 0.81 | 0.23 | 0.84 | 1.27 | 0.00 |
Data as of 06/11/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOJX (MFS GLOBAL GROWTH FUND R4) |
-13.19%
Feb 2006 – Feb 2009 |
-0.82%
May 2007 – May 2012 |
4.65%
Dec 2006 – Dec 2016 |
5.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOJX (MFS GLOBAL GROWTH FUND R4) |
24.80%
Feb 2009 – Feb 2012 |
20.20%
Feb 2009 – Feb 2014 |
14.29%
Feb 2009 – Feb 2019 |
12.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart