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Nasdaq - Delayed Quote USD

MFS Global Total Return R6 (MFWLX)

16.63
-0.07
(-0.42%)
At close: 8:06:37 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.42%
5y Average Return 7.06%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 30, 2025) 18.66%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 18.66%
Worst 3Y Total Return 1.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MFWLX
Category
YTD
3.80%
8.60%
1-Month
-0.25%
0.11%
3-Month
3.80%
4.82%
1-Year
4.88%
25.33%
3-Year
3.88%
8.02%
5-Year
8.23%
8.06%
10-Year
5.37%
6.03%
Last Bull Market
8.54%
13.54%
Last Bear Market
-9.97%
-13.20%

Annual Total Return (%) History

Year
MFWLX
Category
2025
--
--
2024
4.37%
--
2023
10.59%
--
2022
-10.49%
--
2021
8.63%
--
2020
9.62%
6.18%
2019
18.66%
16.10%
2018
-6.86%
-8.26%

2017
15.56%
14.79%
2016
5.70%
6.04%
2015
-1.21%
-4.15%
2014
3.80%
1.54%
2013
16.46%
10.07%
2012
--
10.74%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.80% -- -- --
2024 3.30% -1.01% 7.39% -4.96%
2023 2.82% 1.67% -3.43% 9.55%
2022 -4.32% -9.97% -6.10% 10.66%
2021 2.21% 3.71% -0.77% 3.28%
2020 -14.02% 10.90% 4.35% 10.17%
2019 7.64% 3.76% 1.37% 4.80%
2018 -0.54% -2.34% 2.19% -6.17%
2017 4.39% 4.33% 3.00% 3.01%
2016 3.74% 2.80% 2.28% -3.10%

2015 0.96% -0.61% -4.03% 2.58%
2014 1.73% 3.54% -2.53% 1.11%
2013 5.03% 1.11% 4.90% 4.53%
2012 5.51% 0.46% -- --

Rank in Category (By Total Return)

YTD 29
1-Month 34
3-Month 29
1-Year 54
3-Year 44
5-Year 66

Load Adjusted Returns

1-Year 4.88%
3-Year 3.88%
5-Year 8.23%
10-Year 5.37%

Performance & Risk

YTD Return 4.42%
5y Average Return 7.06%
Rank in Category (ytd) 29
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family MFS
Net Assets 1.22B
YTD Return 3.80%
Yield 2.32%
Morningstar Rating
Inception Date Apr 01, 2005

Fund Summary

MFS invests the fund's assets in equity securities and debt instruments. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. Debt instruments include corporate bonds, foreign government securities, U.S. government securities, securitized instruments, and other obligations to repay money borrowed. MFS generally invests approximately 60% of the fund's assets in equity securities and approximately 40% of the fund's assets in debt instruments.

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