Back to top
Mfs Global Equity Fund Class R6: (MF: MWEMX)
(NASDAQ Mutual Funds) As of Sep 12, 2025 08:00 PM ET
$49.45 USD
-0.29 (-0.58%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.93 | 75 |
| 3 months | 3.98 | 81 |
| 6 months | 3.91 | 92 |
| 1 Year | 6.53 | 84 |
| 3 Year | 11.21 | 78 |
| 5 Year | 7.78 | 74 |
| 10 Year | 8.89 | 61 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 11.75 |
| 5 Year | 9.62 |
| 10 Year | 8.18 |
| Since Inception | 9.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.40 | 6.93 | NA | NA |
| 2024 | 5.36 | -2.52 | 8.65 | -5.15 |
| 2023 | 7.23 | 3.22 | -6.77 | 11.03 |
| 2022 | -7.31 | -15.02 | -7.89 | 13.50 |
| 2021 | 3.85 | 7.75 | -0.98 | 5.99 |
| 2020 | -21.80 | 17.39 | 8.40 | 14.81 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.93 | 5.84 | 14.58 | -17.66 | 17.44 | 14.24 | 30.67 | -9.51 | 24.03 | 7.44 | -1.33 |
| % Total Return Rel to Index | -4.19 | -13.38 | -9.82 | 1.43 | -0.71 | 0.17 | 5.47 | 0.91 | 3.91 | 2.11 | 1.42 |
| % Total Return Rel to Peer | -3.45 | -6.53 | -4.05 | 1.90 | 1.24 | -2.42 | 5.92 | 0.51 | 1.80 | 1.86 | 0.93 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 3.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.55 | 0.56 | 0.41 | 0.34 | 0.38 | 0.60 | 0.57 | 0.43 | 0.33 | 0.38 |
| % Yield | 0.00 | 1.03 | 0.97 | 0.79 | 0.51 | 0.65 | 1.15 | 1.36 | 0.89 | 0.84 | 1.01 |
| Capital Gains ($) | 0.00 | 5.37 | 3.63 | 3.83 | 2.83 | 1.00 | 0.53 | 1.75 | 0.87 | 0.29 | 0.38 |
| Expense Ratio | 0.82 | 0.82 | 0.86 | 0.80 | 0.78 | 0.81 | 0.82 | 0.80 | 0.82 | 0.87 | 0.88 |
* 1 = Top 20%, 5 = Bottom 20%