MWEBX vs. ARTKX

In the year-to-date period, MWEBX achieves a 6.04% return, which is significantly lower than ARTKX's 9.79% return. Over the past 10 years, MWEBX has underperformed ARTKX with an annualized return of 1.40%, while ARTKX has yielded a comparatively higher 7.72% annualized return.

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MWEBX has a 1.90% expense ratio, which is higher than ARTKX's 1.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Global Equity Fund (MWEBX) and Artisan International Value Fund (ARTKX). 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.

The current MWEBX Sharpe Ratio is -0.42, which is lower than the ARTKX Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of MWEBX and ARTKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MWEBX has not paid dividends to shareholders, while ARTKX's dividend yield for the trailing twelve months is around 1.51%.

The maximum MWEBX drawdown since its inception was -51.36%, roughly equal to the maximum ARTKX drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for MWEBX and ARTKX. For additional features, visit the drawdowns tool.

MFS Global Equity Fund (MWEBX) has a higher volatility of 3.72% compared to Artisan International Value Fund (ARTKX) at 2.59%. This indicates that MWEBX's price experiences larger fluctuations and is considered to be riskier than ARTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.