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Mfs Low Volatility Global Equity Fund Cl I: (MF: MVGIX)

(NASDAQ Mutual Funds) As of Mar 20, 2026 06:03 PM ET

$17.21 USD

-0.24 (-1.38%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.63 26
3 months 8.07 27
6 months 11.20 42
1 Year 20.74 52
3 Year 16.87 52
5 Year 11.86 20
10 Year 10.58 61

* 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 Feb 28, 2026

1 Year 16.51
5 Year 9.86
10 Year 9.54
Since Inception 8.87

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 3.79 6.35 3.67 1.80
2024 5.95 1.47 9.04 -3.93
2023 4.00 3.63 -2.91 8.68
2022 -2.78 -9.11 -6.45 11.06
2021 2.46 6.92 0.11 6.54

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.6316.5212.6213.72-8.2016.855.2720.56-2.4218.485.94
% Total Return Rel to Index 0.51-4.83-6.60-10.6810.89-1.31-8.80-4.638.00-1.630.60
% Total Return Rel to Peer -0.16-1.950.24-4.9111.360.64-11.39-4.177.60-3.750.36
% Perf Quintile vs Peer* 3.004.000.004.001.003.005.005.001.004.003.00
% Dividends 0.000.290.290.220.210.220.200.310.230.250.18
% Yield 0.001.471.611.591.411.221.312.011.711.831.50
Capital Gains ($) 0.001.640.990.070.341.290.000.090.380.000.00
Expense Ratio 0.000.740.760.740.740.740.750.740.740.900.98

* 1 = Top 20%, 5 = Bottom 20%