OAKWX vs. MFWIX
Compare and contrast key facts about Oakmark Global Select Fund (OAKWX) and MFS Global Total Return Fund Class I (MFWIX).
OAKWX is managed by Oakmark. It was launched on Oct 1, 2006. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
OAKWX vs. MFWIX - Performance Comparison
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OAKWX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OAKWX Oakmark Global Select Fund | -8.12% | 20.73% | 4.68% | 22.72% | -22.48% | 25.99% | 13.04% | 29.82% | -21.20% | 21.15% |
MFWIX MFS Global Total Return Fund Class I | 0.94% | 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, OAKWX achieves a -8.12% return, which is significantly lower than MFWIX's 0.94% return. Over the past 10 years, OAKWX has outperformed MFWIX with an annualized return of 8.41%, while MFWIX has yielded a comparatively lower 6.34% annualized return.
OAKWX
- 1D
- 2.20%
- 1M
- -7.63%
- YTD
- -8.12%
- 6M
- -6.66%
- 1Y
- 2.20%
- 3Y*
- 9.31%
- 5Y*
- 4.42%
- 10Y*
- 8.41%
MFWIX
- 1D
- 1.42%
- 1M
- -4.39%
- YTD
- 0.94%
- 6M
- 3.21%
- 1Y
- 12.92%
- 3Y*
- 9.39%
- 5Y*
- 4.91%
- 10Y*
- 6.34%
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OAKWX vs. MFWIX - Expense Ratio Comparison
OAKWX has a 1.10% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
OAKWX vs. MFWIX — Risk / Return Rank
OAKWX
MFWIX
OAKWX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Global Select Fund (OAKWX) 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.
| OAKWX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 1.44 | -1.30 |
Sortino ratioReturn per unit of downside risk | 0.31 | 1.99 | -1.68 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.28 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.16 | 1.89 | -1.72 |
Martin ratioReturn relative to average drawdown | 0.58 | 7.31 | -6.73 |
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
| OAKWX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 1.44 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.54 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.66 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.71 | -0.33 |
Correlation
The correlation between OAKWX and MFWIX is 0.83, 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
OAKWX vs. MFWIX - Dividend Comparison
OAKWX's dividend yield for the trailing twelve months is around 1.56%, less than MFWIX's 8.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKWX Oakmark Global Select Fund | 1.56% | 1.43% | 1.17% | 0.83% | 0.33% | 14.91% | 0.00% | 1.17% | 5.28% | 5.48% | 1.00% | 5.60% |
MFWIX MFS Global Total Return Fund Class I | 8.68% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
OAKWX vs. MFWIX - Drawdown Comparison
The maximum OAKWX drawdown since its inception was -54.43%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for OAKWX and MFWIX.
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Drawdown Indicators
| OAKWX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.43% | -33.01% | -21.42% |
Max Drawdown (1Y)Largest decline over 1 year | -14.26% | -6.85% | -7.41% |
Max Drawdown (5Y)Largest decline over 5 years | -32.79% | -20.22% | -12.57% |
Max Drawdown (10Y)Largest decline over 10 years | -42.07% | -23.36% | -18.71% |
Current DrawdownCurrent decline from peak | -12.38% | -5.18% | -7.20% |
Average DrawdownAverage peak-to-trough decline | -9.45% | -3.83% | -5.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 1.77% | +2.25% |
Volatility
OAKWX vs. MFWIX - Volatility Comparison
Oakmark Global Select Fund (OAKWX) has a higher volatility of 4.73% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.44%. This indicates that OAKWX'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
| OAKWX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.73% | 3.44% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 5.43% | +3.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.86% | 8.94% | +6.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.91% | 9.11% | +7.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.15% | 9.61% | +9.54% |