IGLGX vs. MFWIX
Compare and contrast key facts about Columbia Select Global Equity Fund (IGLGX) and MFS Global Total Return Fund Class I (MFWIX).
IGLGX is managed by Columbia. It was launched on May 28, 1990. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
IGLGX vs. MFWIX - Performance Comparison
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IGLGX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGLGX Columbia Select Global Equity Fund | -6.17% | 17.39% | 17.49% | 24.47% | -28.14% | 23.11% | 26.62% | 34.96% | -1.70% | 32.23% |
MFWIX MFS Global Total Return Fund Class I | -0.47% | 15.70% | 4.25% | 10.52% | -10.62% | 8.59% | 9.63% | 18.49% | -6.96% | 15.00% |
Returns By Period
In the year-to-date period, IGLGX achieves a -6.17% return, which is significantly lower than MFWIX's -0.47% return. Over the past 10 years, IGLGX has outperformed MFWIX with an annualized return of 12.01%, while MFWIX has yielded a comparatively lower 6.19% annualized return.
IGLGX
- 1D
- -1.27%
- 1M
- -11.21%
- YTD
- -6.17%
- 6M
- -3.57%
- 1Y
- 12.94%
- 3Y*
- 13.90%
- 5Y*
- 6.92%
- 10Y*
- 12.01%
MFWIX
- 1D
- 0.24%
- 1M
- -6.50%
- YTD
- -0.47%
- 6M
- 2.00%
- 1Y
- 11.28%
- 3Y*
- 8.88%
- 5Y*
- 4.75%
- 10Y*
- 6.19%
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IGLGX vs. MFWIX - Expense Ratio Comparison
IGLGX has a 1.25% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
IGLGX vs. MFWIX — Risk / Return Rank
IGLGX
MFWIX
IGLGX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Global Equity Fund (IGLGX) and MFS Global Total Return Fund Class I (MFWIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| IGLGX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 1.29 | -0.63 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.77 | -0.74 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.25 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.59 | -0.75 |
Martin ratioReturn relative to average drawdown | 3.41 | 6.26 | -2.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IGLGX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.29 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.52 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.65 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.71 | -0.31 |
Correlation
The correlation between IGLGX and MFWIX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
IGLGX vs. MFWIX - Dividend Comparison
IGLGX's dividend yield for the trailing twelve months is around 9.87%, more than MFWIX's 8.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGLGX Columbia Select Global Equity Fund | 9.87% | 9.26% | 6.61% | 4.42% | 0.00% | 9.10% | 8.52% | 2.98% | 11.20% | 0.42% | 0.00% | 0.01% |
MFWIX MFS Global Total Return Fund Class I | 8.81% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
IGLGX vs. MFWIX - Drawdown Comparison
The maximum IGLGX drawdown since its inception was -60.11%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for IGLGX and MFWIX.
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Drawdown Indicators
| IGLGX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.11% | -33.01% | -27.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -6.85% | -5.90% |
Max Drawdown (5Y)Largest decline over 5 years | -35.73% | -20.22% | -15.51% |
Max Drawdown (10Y)Largest decline over 10 years | -35.73% | -23.36% | -12.37% |
Current DrawdownCurrent decline from peak | -12.75% | -6.50% | -6.25% |
Average DrawdownAverage peak-to-trough decline | -14.69% | -3.83% | -10.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 1.74% | +1.37% |
Volatility
IGLGX vs. MFWIX - Volatility Comparison
Columbia Select Global Equity Fund (IGLGX) has a higher volatility of 7.15% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.04%. This indicates that IGLGX's price experiences larger fluctuations and is considered to be riskier than MFWIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGLGX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.15% | 3.04% | +4.11% |
Volatility (6M)Calculated over the trailing 6-month period | 12.79% | 5.25% | +7.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.46% | 8.85% | +10.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.44% | 9.09% | +9.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.48% | 9.60% | +8.88% |