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Mfs Global Equity Fund Class A: (MF: MWEFX)
(NASDAQ Mutual Funds) As of May 17, 2024 08:00 PM ET
$49.24 USD
+0.06 (0.12%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.12 | 77 |
| 3 months | -0.32 | 88 |
| 6 months | 14.63 | 77 |
| 1 Year | 3.15 | 89 |
| 3 Year | -0.06 | 71 |
| 5 Year | 6.53 | 70 |
| 10 Year | 6.93 | 58 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 141.17 |
| Bear Market (10/07 - 2/09) | -48.19 |
| Bull Market (2/09 - 3/21) | 467.59 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 6.11 |
| 5 Year | 7.15 |
| 10 Year | 6.96 |
| Since Inception | 8.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.28 | NA | NA | NA |
| 2023 | 7.15 | 3.14 | -6.86 | 10.94 |
| 2022 | -7.39 | -15.09 | -7.97 | 13.39 |
| 2021 | 3.75 | 7.67 | -1.06 | 5.90 |
| 2020 | -21.87 | 17.28 | 8.32 | 14.71 |
| 2019 | 14.59 | 5.44 | 0.46 | 7.28 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.12 | 14.21 | -17.95 | 17.04 | 13.86 | 30.23 | -9.81 | 23.61 | 7.08 | -1.67 | 3.74 |
| % Total Return Rel to Index | -5.14 | -10.20 | 1.14 | -1.12 | -0.20 | 5.02 | 0.60 | 3.49 | 1.74 | 1.08 | 0.82 |
| % Total Return Rel to Peer | -3.32 | -4.43 | 1.61 | 0.83 | -2.80 | 5.48 | 0.21 | 1.38 | 1.50 | 0.60 | 1.86 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.39 | 0.23 | 0.17 | 0.22 | 0.45 | 0.42 | 0.29 | 0.20 | 0.26 | 0.25 |
| % Yield | 0.00 | 0.74 | 0.46 | 0.27 | 0.39 | 0.88 | 1.02 | 0.62 | 0.53 | 0.71 | 0.67 |
| Capital Gains ($) | 0.00 | 3.63 | 3.83 | 2.83 | 1.00 | 0.53 | 1.75 | 0.87 | 0.29 | 0.38 | 0.34 |
| Expense Ratio | 0.00 | 1.21 | 1.15 | 1.13 | 1.15 | 1.15 | 1.15 | 1.16 | 1.21 | 1.22 | 1.22 |
* 1 = Top 20%, 5 = Bottom 20%