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Mfs Global Equity Fund Class R4: (MF: MWELX)
(NASDAQ Mutual Funds) As of Jun 6, 2024 08:00 PM ET
$49.06 USD
+0.14 (0.29%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.02 | 76 |
| 3 months | -0.23 | 87 |
| 6 months | 14.80 | 76 |
| 1 Year | 3.43 | 88 |
| 3 Year | 0.20 | 68 |
| 5 Year | 6.80 | 66 |
| 10 Year | 7.19 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -48.03 |
| Bull Market (2/09 - 3/21) | 489.17 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 12.49 |
| 5 Year | 8.63 |
| 10 Year | 7.83 |
| Since Inception | 8.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.36 | NA | NA | NA |
| 2023 | 7.24 | 3.19 | -6.80 | 11.00 |
| 2022 | -7.33 | -15.04 | -7.93 | 13.47 |
| 2021 | 3.81 | 7.75 | -1.01 | 5.97 |
| 2020 | -21.81 | 17.36 | 8.35 | 14.80 |
| 2019 | 14.66 | 5.51 | 0.51 | 7.35 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.02 | 14.48 | -17.75 | 17.34 | 14.15 | 30.55 | -9.59 | 23.90 | 7.36 | -1.43 | 3.98 |
| % Total Return Rel to Index | -5.03 | -9.92 | 1.34 | -0.82 | 0.07 | 5.35 | 0.82 | 3.78 | 2.03 | 1.32 | 1.05 |
| % Total Return Rel to Peer | -3.21 | -4.15 | 1.81 | 1.13 | -2.51 | 5.81 | 0.43 | 1.67 | 1.78 | 0.83 | 2.10 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 |
| % Dividends | 0.00 | 0.50 | 0.36 | 0.30 | 0.33 | 0.54 | 0.53 | 0.39 | 0.30 | 0.34 | 0.34 |
| % Yield | 0.00 | 0.96 | 0.73 | 0.47 | 0.60 | 1.08 | 1.32 | 0.85 | 0.79 | 0.96 | 0.91 |
| Capital Gains ($) | 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 | 0.95 | 0.90 | 0.88 | 0.90 | 0.91 | 0.90 | 0.91 | 0.96 | 0.97 | 0.98 |
* 1 = Top 20%, 5 = Bottom 20%