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Mfs Global Equity Fund Class C: (MF: MWECX)
(NASDAQ Mutual Funds) As of Jun 4, 2024 08:00 PM ET
$40.05 USD
+0.04 (0.10%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.36 | 79 |
| 3 months | -0.49 | 90 |
| 6 months | 14.23 | 79 |
| 1 Year | 2.39 | 90 |
| 3 Year | -0.80 | 76 |
| 5 Year | 5.73 | 78 |
| 10 Year | 6.13 | 70 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 132.23 |
| Bear Market (10/07 - 2/09) | -48.71 |
| Bull Market (2/09 - 3/21) | 406.84 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 10.26 |
| 5 Year | 7.55 |
| 10 Year | 6.76 |
| Since Inception | 8.39 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.09 | NA | NA | NA |
| 2023 | 6.95 | 2.95 | -7.02 | 10.71 |
| 2022 | -7.56 | -15.25 | -8.14 | 13.17 |
| 2021 | 3.54 | 7.48 | -1.25 | 5.70 |
| 2020 | -22.00 | 17.05 | 8.11 | 14.51 |
| 2019 | 14.39 | 5.23 | 0.27 | 7.05 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.36 | 13.35 | -18.57 | 16.16 | 13.03 | 29.24 | -10.49 | 22.67 | 6.28 | -2.40 | 2.96 |
| % Total Return Rel to Index | -5.37 | -11.06 | 0.52 | -1.99 | -1.04 | 4.04 | -0.07 | 2.55 | 0.95 | 0.35 | 0.03 |
| % Total Return Rel to Peer | -3.55 | -5.28 | 0.99 | -0.04 | -3.63 | 4.50 | -0.46 | 0.44 | 0.70 | -0.12 | 1.08 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 3.00 | 4.00 | 2.00 | 4.00 | 3.00 | 3.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.15 | 0.12 | 0.03 | 0.00 | 0.06 | 0.05 |
| % Yield | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.34 | 0.34 | 0.07 | 0.00 | 0.20 | 0.16 |
| Capital Gains ($) | 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 | 1.95 | 1.90 | 1.87 | 1.90 | 1.91 | 1.90 | 1.91 | 1.96 | 1.97 | 1.98 |
* 1 = Top 20%, 5 = Bottom 20%