Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWOKX (MFS GLOBAL GROWTH FUND R6) | -3.59% | 1.49% | 7.91% | 4.07% | 10.56% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWOKX (MFS GLOBAL GROWTH FUND R6) | 03/04/2013 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | 1.49 | 7.91 | 4.07 | 10.56 | NA | NA | … | … | -3.59 | 7.52 | 11.05 | 21.03 | -19.01 | 18.70 | 20.61 | 35.98 | -4.63 | 31.77 | 5.43 | -1.70 | 4.34 | 15.86 |
| Sharpe Ratio | NA | -0.10 | 0.34 | 0.08 | 0.54 | NA | NA | … | … | -0.83 | 0.30 | 0.63 | 1.40 | -0.88 | 1.58 | 0.66 | 2.82 | -0.40 | 5.02 | 0.37 | -0.12 | 0.41 | 1.71 |
| Standard Deviation(%) | NA | 12.31 | 13.43 | 15.77 | 16.65 | NA | NA | … | … | 14.46 | 15.65 | 11.70 | 12.49 | 23.42 | 11.85 | 30.72 | 12.23 | 15.01 | 6.23 | 14.06 | 14.23 | 10.61 | 11.25 |
| Draw Down(%) | NA | 13.76 | 16.37 | 27.45 | 31.63 | NA | NA | … | … | 13.76 | 16.35 | 6.03 | 11.84 | 27.39 | 6.37 | 31.63 | 6.31 | 16.54 | 2.39 | 8.54 | 14.13 | 9.85 | 7.70 |
| Yield(%) | 0.00 | 5.52 | 4.91 | 4.42 | 6.32 | 5.66 | 4.25 | … | … | 0.00 | 5.66 | 5.62 | 2.72 | 2.73 | 6.98 | 3.64 | 2.92 | 4.71 | 4.80 | 2.08 | 5.87 | 4.64 | 4.01 |
Data as of 06/09/2026, Common starting date is 03/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOKX (MFS GLOBAL GROWTH FUND R6) |
2.64%
Dec 2013 – Dec 2016 |
4.07%
Mar 2021 – Mar 2026 |
8.89%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOKX (MFS GLOBAL GROWTH FUND R6) |
24.86%
Dec 2018 – Dec 2021 |
19.60%
Dec 2016 – Dec 2021 |
12.04%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart