Mfs Global Equity Fund Class A: (MF: MWEFX)
(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET
$51.84 USD
+0.19 (0.37%)
Latest Performance as of Sep 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 11.30 | 78 |
3 months | 8.53 | 21 |
6 months | 5.71 | 73 |
1 Year | 23.48 | 75 |
3 Year | 3.37 | 71 |
5 Year | 8.32 | 76 |
10 Year | 8.18 | 53 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 141.17 |
Bear Market (10/07 - 2/09) | -48.19 |
Bull Market (2/09 - 3/21) | 500.02 |
Load Adjusted Returns as of Sep 30, 2024
1 Year | 16.77 |
5 Year | 7.11 |
10 Year | 7.57 |
Since Inception | 8.98 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 5.28 | -2.60 | 8.53 | NA |
2023 | 7.15 | 3.14 | -6.86 | 10.94 |
2022 | -7.39 | -15.09 | -7.97 | 13.39 |
2021 | 3.75 | 7.67 | -1.06 | 5.90 |
2020 | -21.87 | 17.28 | 8.32 | 14.71 |
2019 | 14.59 | 5.44 | 0.46 | 7.28 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 11.30 | 14.21 | -17.95 | 17.04 | 13.86 | 30.23 | -9.81 | 23.61 | 7.08 | -1.67 | 3.74 |
% Total Return Rel to Index | -7.99 | -10.20 | 1.14 | -1.12 | -0.20 | 5.02 | 0.60 | 3.49 | 1.74 | 1.08 | 0.82 |
% Total Return Rel to Peer | -3.87 | -4.43 | 1.61 | 0.83 | -2.80 | 5.48 | 0.21 | 1.38 | 1.50 | 0.60 | 1.86 |
% Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 | 2.00 | 3.00 | 3.00 |
% Dividends | 0.00 | 0.39 | 0.23 | 0.17 | 0.22 | 0.45 | 0.42 | 0.29 | 0.20 | 0.26 | 0.25 |
% Yield | 0.00 | 0.74 | 0.46 | 0.27 | 0.39 | 0.88 | 1.02 | 0.62 | 0.53 | 0.71 | 0.67 |
Capital Gains ($) | 0.00 | 3.63 | 3.83 | 2.83 | 1.00 | 0.53 | 1.75 | 0.87 | 0.29 | 0.38 | 0.34 |
Expense Ratio | 1.14 | 1.21 | 1.15 | 1.13 | 1.15 | 1.15 | 1.15 | 1.16 | 1.21 | 1.22 | 1.22 |
* 1 = Top 20%, 5 = Bottom 20%