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Mfs Global Equity Fund - Class I: (MF: MWEIX)
(NASDAQ Mutual Funds) As of Sep 12, 2025 08:00 PM ET
$49.41 USD
-0.28 (-0.56%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.86 | 76 |
| 3 months | 3.96 | 82 |
| 6 months | 3.87 | 93 |
| 1 Year | 6.43 | 84 |
| 3 Year | 11.10 | 78 |
| 5 Year | 7.68 | 75 |
| 10 Year | 8.79 | 63 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 144.23 |
| Bear Market (10/07 - 2/09) | -48.01 |
| Bull Market (2/09 - 3/21) | 549.77 |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 11.65 |
| 5 Year | 9.51 |
| 10 Year | 8.08 |
| Since Inception | 8.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.38 | 6.92 | NA | NA |
| 2024 | 5.35 | -2.54 | 8.61 | -5.17 |
| 2023 | 7.23 | 3.21 | -6.81 | 11.00 |
| 2022 | -7.34 | -15.03 | -7.92 | 13.47 |
| 2021 | 3.81 | 7.74 | -1.00 | 5.97 |
| 2020 | -21.81 | 17.37 | 8.36 | 14.79 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.86 | 5.74 | 14.48 | -17.75 | 17.34 | 14.16 | 30.53 | -9.59 | 23.89 | 7.36 | -1.43 |
| % Total Return Rel to Index | -4.25 | -13.48 | -9.92 | 1.34 | -0.81 | 0.08 | 5.32 | 0.83 | 3.78 | 2.03 | 1.32 |
| % Total Return Rel to Peer | -3.51 | -6.64 | -4.15 | 1.81 | 1.14 | -2.50 | 5.78 | 0.43 | 1.66 | 1.78 | 0.83 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.50 | 0.51 | 0.36 | 0.30 | 0.34 | 0.55 | 0.52 | 0.39 | 0.30 | 0.34 |
| % Yield | 0.00 | 0.94 | 0.89 | 0.69 | 0.45 | 0.58 | 1.07 | 1.25 | 0.81 | 0.77 | 0.91 |
| Capital Gains ($) | 0.00 | 5.37 | 3.63 | 3.83 | 2.83 | 1.00 | 0.53 | 1.75 | 0.87 | 0.29 | 0.38 |
| Expense Ratio | 0.91 | 0.91 | 0.96 | 0.90 | 0.88 | 0.90 | 0.91 | 0.90 | 0.91 | 0.96 | 0.97 |
* 1 = Top 20%, 5 = Bottom 20%