MWOFX vs. JPRE

In the year-to-date period, MWOFX achieves a 0.88% return, which is significantly lower than JPRE's 1.72% return.

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MWOFX has a 1.22% expense ratio, which is higher than JPRE's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Global Growth Fund (MWOFX) and JPMorgan Realty Income ETF (JPRE). 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 0.33, which is lower than the JPRE Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of MWOFX and JPRE, 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 5.10%, more than JPRE's 2.28% yield.

The maximum MWOFX drawdown since its inception was -53.92%, which is greater than JPRE's maximum drawdown of -23.84%. Use the drawdown chart below to compare losses from any high point for MWOFX and JPRE.

The current volatility for MFS Global Growth Fund (MWOFX) is 4.31%, while JPMorgan Realty Income ETF (JPRE) has a volatility of 4.55%. This indicates that MWOFX experiences smaller price fluctuations and is considered to be less risky than JPRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.