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Mfs Global Equity Fund Class R1: (MF: MWEGX)
(NASDAQ Mutual Funds) As of Jun 11, 2024 08:00 PM ET
$41.28 USD
-0.26 (-0.63%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.37 | 80 |
| 3 months | -0.50 | 90 |
| 6 months | 14.21 | 79 |
| 1 Year | 2.38 | 90 |
| 3 Year | -0.80 | 76 |
| 5 Year | 5.73 | 78 |
| 10 Year | 6.13 | 70 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.75 |
| Bull Market (2/09 - 3/21) | 407.41 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 11.37 |
| 5 Year | 7.54 |
| 10 Year | 6.75 |
| Since Inception | 7.53 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.08 | NA | NA | NA |
| 2023 | 6.95 | 2.96 | -7.04 | 10.74 |
| 2022 | -7.57 | -15.23 | -8.16 | 13.18 |
| 2021 | 3.56 | 7.46 | -1.25 | 5.70 |
| 2020 | -21.98 | 17.03 | 8.11 | 14.50 |
| 2019 | 14.41 | 5.24 | 0.27 | 7.04 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.37 | 13.35 | -18.56 | 16.16 | 13.02 | 29.25 | -10.52 | 22.69 | 6.28 | -2.41 | 2.97 |
| % Total Return Rel to Index | -5.38 | -11.05 | 0.53 | -1.99 | -1.04 | 4.05 | -0.09 | 2.58 | 0.94 | 0.35 | 0.05 |
| % Total Return Rel to Peer | -3.56 | -5.28 | 1.00 | -0.04 | -3.64 | 4.51 | -0.49 | 0.46 | 0.70 | -0.13 | 1.09 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 3.00 | 4.00 | 2.00 | 4.00 | 3.00 | 3.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.08 | 0.09 | 0.02 | 0.00 | 0.01 | 0.02 |
| % Yield | 0.00 | 0.15 | 0.00 | 0.00 | 0.00 | 0.19 | 0.24 | 0.06 | 0.00 | 0.02 | 0.07 |
| Capital Gains ($) | 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%