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Mfs Global Equity Fund Cl R2: (MF: MEQRX)
(NASDAQ Mutual Funds) As of Jun 5, 2025 08:00 PM ET
$43.92 USD
-0.13 (-0.30%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.11 | 37 |
| 3 months | -4.92 | 61 |
| 6 months | -0.84 | 62 |
| 1 Year | 6.60 | 70 |
| 3 Year | 4.97 | 82 |
| 5 Year | 8.97 | 82 |
| 10 Year | 6.65 | 66 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.16 |
| Bull Market (2/09 - 3/21) | 481.86 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 1.26 |
| 5 Year | 11.02 |
| 10 Year | 6.81 |
| Since Inception | 8.24 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.25 | NA | NA | NA |
| 2024 | 5.21 | -2.68 | 8.50 | -5.29 |
| 2023 | 7.10 | 3.08 | -6.94 | 10.89 |
| 2022 | -7.44 | -15.14 | -8.04 | 13.32 |
| 2021 | 3.69 | 7.60 | -1.13 | 5.84 |
| 2020 | -21.91 | 17.19 | 8.25 | 14.64 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.11 | 5.21 | 13.93 | -18.15 | 16.75 | 13.57 | 29.90 | -10.04 | 23.28 | 6.82 | -1.92 |
| % Total Return Rel to Index | 1.87 | -14.00 | -10.48 | 0.94 | -1.41 | -0.50 | 4.69 | 0.37 | 3.16 | 1.49 | 0.83 |
| % Total Return Rel to Peer | 0.50 | -7.16 | -4.70 | 1.41 | 0.54 | -3.09 | 5.15 | -0.02 | 1.05 | 1.25 | 0.34 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.22 | 0.25 | 0.10 | 0.04 | 0.08 | 0.31 | 0.29 | 0.17 | 0.11 | 0.17 |
| % Yield | 0.00 | 0.46 | 0.43 | 0.22 | 0.07 | 0.15 | 0.63 | 0.75 | 0.38 | 0.31 | 0.48 |
| Capital Gains ($) | 0.00 | 5.37 | 3.63 | 3.83 | 2.83 | 1.00 | 0.53 | 1.75 | 0.87 | 0.29 | 0.38 |
| Expense Ratio | 0.00 | 1.41 | 1.45 | 1.40 | 1.38 | 1.40 | 1.41 | 1.40 | 1.41 | 1.46 | 1.47 |
* 1 = Top 20%, 5 = Bottom 20%