PGVFX vs. MFWIX
Compare and contrast key facts about Polaris Global Value Fund (PGVFX) and MFS Global Total Return Fund Class I (MFWIX).
PGVFX is managed by Polaris Funds. It was launched on May 31, 1998. MFWIX is managed by MFS. It was launched on Sep 4, 1990.
Performance
PGVFX vs. MFWIX - Performance Comparison
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PGVFX vs. MFWIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGVFX Polaris Global Value Fund | 8.13% | 27.01% | 5.33% | 14.76% | -12.00% | 15.38% | 6.65% | 22.83% | -12.64% | 20.60% |
MFWIX MFS Global Total Return Fund Class I | 1.47% | 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, PGVFX achieves a 8.13% return, which is significantly higher than MFWIX's 1.47% return. Over the past 10 years, PGVFX has outperformed MFWIX with an annualized return of 9.99%, while MFWIX has yielded a comparatively lower 6.39% annualized return.
PGVFX
- 1D
- 2.26%
- 1M
- -1.10%
- YTD
- 8.13%
- 6M
- 14.47%
- 1Y
- 30.97%
- 3Y*
- 17.32%
- 5Y*
- 8.50%
- 10Y*
- 9.99%
MFWIX
- 1D
- 0.52%
- 1M
- -2.48%
- YTD
- 1.47%
- 6M
- 3.75%
- 1Y
- 13.17%
- 3Y*
- 9.58%
- 5Y*
- 5.02%
- 10Y*
- 6.39%
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PGVFX vs. MFWIX - Expense Ratio Comparison
PGVFX has a 0.99% expense ratio, which is higher than MFWIX's 0.84% expense ratio.
Return for Risk
PGVFX vs. MFWIX — Risk / Return Rank
PGVFX
MFWIX
PGVFX vs. MFWIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Polaris Global Value Fund (PGVFX) 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.
| PGVFX | MFWIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.44 | 1.52 | +0.92 |
Sortino ratioReturn per unit of downside risk | 3.02 | 2.08 | +0.94 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.30 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 3.01 | 1.96 | +1.05 |
Martin ratioReturn relative to average drawdown | 11.47 | 7.50 | +3.97 |
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
| PGVFX | MFWIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.44 | 1.52 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.55 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.67 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.71 | -0.24 |
Correlation
The correlation between PGVFX and MFWIX is 0.80, 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
PGVFX vs. MFWIX - Dividend Comparison
PGVFX's dividend yield for the trailing twelve months is around 4.78%, less than MFWIX's 8.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGVFX Polaris Global Value Fund | 4.78% | 5.17% | 5.65% | 1.68% | 3.55% | 4.05% | 1.55% | 3.69% | 3.39% | 1.50% | 1.32% | 1.26% |
MFWIX MFS Global Total Return Fund Class I | 8.64% | 8.77% | 9.36% | 3.98% | 2.94% | 10.71% | 7.53% | 4.70% | 3.64% | 2.36% | 1.40% | 4.59% |
Drawdowns
PGVFX vs. MFWIX - Drawdown Comparison
The maximum PGVFX drawdown since its inception was -68.09%, which is greater than MFWIX's maximum drawdown of -33.01%. Use the drawdown chart below to compare losses from any high point for PGVFX and MFWIX.
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Drawdown Indicators
| PGVFX | MFWIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.09% | -33.01% | -35.08% |
Max Drawdown (1Y)Largest decline over 1 year | -8.76% | -6.73% | -2.03% |
Max Drawdown (5Y)Largest decline over 5 years | -27.58% | -20.22% | -7.36% |
Max Drawdown (10Y)Largest decline over 10 years | -41.26% | -23.36% | -17.90% |
Current DrawdownCurrent decline from peak | -5.60% | -4.69% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -11.36% | -3.83% | -7.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 1.79% | +1.00% |
Volatility
PGVFX vs. MFWIX - Volatility Comparison
Polaris Global Value Fund (PGVFX) has a higher volatility of 4.96% compared to MFS Global Total Return Fund Class I (MFWIX) at 3.26%. This indicates that PGVFX'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
| PGVFX | MFWIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.96% | 3.26% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 8.62% | 5.43% | +3.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.00% | 8.95% | +4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.68% | 9.11% | +4.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.83% | 9.61% | +6.22% |