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Mfs Global Equity Fd Class B: (MF: MWEBX)
(NASDAQ Mutual Funds) As of Jun 4, 2025 08:00 PM ET
$40.09 USD
+0.28 (0.70%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.95 | 40 |
| 3 months | -5.03 | 63 |
| 6 months | -0.85 | 62 |
| 1 Year | 6.35 | 71 |
| 3 Year | 4.54 | 84 |
| 5 Year | 8.48 | 84 |
| 10 Year | 6.15 | 75 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 132.10 |
| Bear Market (10/07 - 2/09) | -48.72 |
| Bull Market (2/09 - 3/21) | 438.18 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -3.03 |
| 5 Year | 10.52 |
| 10 Year | 6.30 |
| Since Inception | 8.22 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.13 | NA | NA | NA |
| 2024 | 5.09 | -2.79 | 8.33 | -5.16 |
| 2023 | 6.97 | 2.95 | -7.04 | 10.72 |
| 2022 | -7.57 | -15.24 | -8.15 | 13.17 |
| 2021 | 3.56 | 7.47 | -1.24 | 5.70 |
| 2020 | -21.98 | 17.05 | 8.10 | 14.49 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.95 | 4.95 | 13.35 | -18.57 | 16.18 | 13.02 | 29.22 | -10.49 | 22.67 | 6.30 | -2.41 |
| % Total Return Rel to Index | 1.71 | -14.26 | -11.05 | 0.52 | -1.97 | -1.04 | 4.02 | -0.07 | 2.55 | 0.97 | 0.34 |
| % Total Return Rel to Peer | 0.34 | -7.42 | -5.28 | 0.99 | -0.02 | -3.64 | 4.48 | -0.46 | 0.44 | 0.73 | -0.14 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 4.00 | 2.00 | 4.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.10 | 0.01 | 0.00 | 0.02 |
| % Yield | 0.00 | 0.24 | 0.22 | 0.00 | 0.00 | 0.00 | 0.23 | 0.28 | 0.02 | 0.00 | 0.06 |
| Capital Gains ($) | 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 | 1.90 | 1.95 | 1.90 | 1.87 | 1.90 | 1.91 | 1.90 | 1.91 | 1.96 | 1.97 |
* 1 = Top 20%, 5 = Bottom 20%