MWOFX vs. CCRV

In the year-to-date period, MWOFX achieves a -2.11% return, which is significantly higher than CCRV's -3.72% return.

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MWOFX has a 1.22% expense ratio, which is higher than CCRV's 0.40% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Global Growth Fund (MWOFX) and iShares Commodity Curve Carry Strategy ETF (CCRV). 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 MWOFX Sharpe Ratio is 0.15, which is higher than the CCRV Sharpe Ratio of -0.41. The chart below compares the historical Sharpe Ratios of MWOFX and CCRV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MWOFX's dividend yield for the trailing twelve months is around 5.25%, more than CCRV's 4.60% yield.

The maximum MWOFX drawdown since its inception was -53.92%, which is greater than CCRV's maximum drawdown of -24.81%. Use the drawdown chart below to compare losses from any high point for MWOFX and CCRV. For additional features, visit the drawdowns tool.

MFS Global Growth Fund (MWOFX) has a higher volatility of 5.52% compared to iShares Commodity Curve Carry Strategy ETF (CCRV) at 5.18%. This indicates that MWOFX's price experiences larger fluctuations and is considered to be riskier than CCRV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.