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Mfs Global Equity Fund Class R3: (MF: MWEHX)
(NASDAQ Mutual Funds) As of Jun 4, 2024 08:00 PM ET
$47.77 USD
+0.05 (0.11%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.10 | 77 |
| 3 months | -0.30 | 88 |
| 6 months | 14.65 | 77 |
| 1 Year | 3.17 | 89 |
| 3 Year | -0.05 | 71 |
| 5 Year | 6.53 | 70 |
| 10 Year | 6.93 | 58 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.22 |
| Bull Market (2/09 - 3/21) | 467.49 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 12.19 |
| 5 Year | 8.36 |
| 10 Year | 7.56 |
| Since Inception | 8.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.28 | NA | NA | NA |
| 2023 | 7.16 | 3.13 | -6.85 | 10.92 |
| 2022 | -7.40 | -15.07 | -7.99 | 13.40 |
| 2021 | 3.76 | 7.67 | -1.07 | 5.90 |
| 2020 | -21.84 | 17.24 | 8.31 | 14.72 |
| 2019 | 14.61 | 5.45 | 0.44 | 7.26 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.10 | 14.19 | -17.95 | 17.04 | 13.87 | 30.23 | -9.85 | 23.61 | 7.09 | -1.67 | 3.73 |
| % Total Return Rel to Index | -5.12 | -10.21 | 1.14 | -1.11 | -0.20 | 5.03 | 0.57 | 3.49 | 1.76 | 1.08 | 0.80 |
| % Total Return Rel to Peer | -3.30 | -4.44 | 1.61 | 0.84 | -2.79 | 5.49 | 0.17 | 1.38 | 1.52 | 0.60 | 1.85 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.37 | 0.23 | 0.17 | 0.21 | 0.45 | 0.41 | 0.28 | 0.20 | 0.25 | 0.26 |
| % Yield | 0.00 | 0.73 | 0.47 | 0.27 | 0.38 | 0.91 | 1.04 | 0.62 | 0.55 | 0.72 | 0.71 |
| Capital Gains ($) | 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 | 1.20 | 1.15 | 1.13 | 1.15 | 1.16 | 1.15 | 1.16 | 1.21 | 1.22 | 1.23 |
* 1 = Top 20%, 5 = Bottom 20%