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Mfs Low Volatility Global Equity Fund Cl A: (MF: MVGAX)
(NASDAQ Mutual Funds) As of Jan 23, 2026 04:53 PM ET
$17.79 USD
+0.06 (0.34%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.23 | 65 |
| 3 months | 1.73 | 63 |
| 6 months | 5.41 | 67 |
| 1 Year | 16.24 | 65 |
| 3 Year | 14.00 | 66 |
| 5 Year | 9.61 | 37 |
| 10 Year | 9.28 | 62 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 9.91 |
| 5 Year | 8.39 |
| 10 Year | 8.67 |
| Since Inception | 8.11 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 3.74 | 6.28 | 3.61 | 1.73 |
| 2024 | 5.89 | 1.40 | 8.97 | -3.99 |
| 2023 | 3.94 | 3.57 | -2.97 | 8.60 |
| 2022 | -2.85 | -9.16 | -6.51 | 10.98 |
| 2021 | 2.45 | 6.85 | 0.05 | 6.47 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.23 | 12.35 | 13.44 | -8.44 | 16.63 | 5.00 | 20.30 | -2.65 | 18.13 | 5.71 |
| % Total Return Rel to Index | -5.11 | -6.87 | -10.96 | 10.65 | -1.52 | -9.06 | -4.90 | 7.77 | -1.98 | 0.38 |
| % Total Return Rel to Peer | -2.24 | -0.02 | -5.19 | 11.12 | 0.43 | -11.66 | -4.44 | 7.37 | -4.09 | 0.14 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 1.00 | 3.00 | 5.00 | 5.00 | 1.00 | 4.00 | 3.00 |
| % Dividends | 0.24 | 0.25 | 0.19 | 0.18 | 0.18 | 0.18 | 0.28 | 0.20 | 0.23 | 0.15 |
| % Yield | 1.24 | 1.38 | 1.70 | 1.17 | 1.00 | 1.16 | 1.81 | 1.47 | 1.65 | 1.31 |
| Capital Gains ($) | 1.64 | 0.99 | 0.07 | 0.34 | 1.29 | 0.00 | 0.09 | 0.38 | 0.00 | 0.00 |
| Expense Ratio | 0.99 | 1.01 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.97 | 1.17 | 1.19 |
* 1 = Top 20%, 5 = Bottom 20%