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Nasdaq - Delayed Quote USD

MFS Global Equity R6 (MWEMX)

41.98
-2.59
(-5.81%)
At close: April 4 at 8:01:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.76%
5y Average Return 12.17%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 3, 2025) 30.66%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 30.66%
Worst 3Y Total Return -0.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MWEMX
Category
YTD
1.40%
12.08%
1-Month
-4.15%
0.64%
3-Month
1.40%
6.49%
1-Year
1.86%
38.01%
3-Year
2.99%
12.74%
5-Year
11.68%
12.82%
10-Year
7.44%
9.05%
Last Bull Market
9.66%
18.82%
Last Bear Market
-15.02%
-20.53%

Annual Total Return (%) History

Year
MWEMX
Category
2025
--
--
2024
5.84%
--
2023
14.59%
--
2022
-17.66%
--
2021
17.45%
--
2020
14.25%
12.96%
2019
30.66%
25.26%
2018
-9.51%
-10.06%

2017
24.04%
22.28%
2016
7.43%
6.93%
2015
-1.34%
-0.92%
2014
4.08%
3.67%
2013
27.93%
24.08%
2012
--
14.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.40% -- -- --
2024 5.37% -2.53% 8.65% -5.15%
2023 7.23% 3.23% -6.77% 11.03%
2022 -7.31% -15.02% -7.90% 13.50%
2021 3.85% 7.76% -0.99% 6.00%
2020 -21.81% 17.39% 8.40% 14.81%
2019 14.69% 5.55% 0.54% 7.36%
2018 -1.99% 0.05% 4.98% -12.09%
2017 7.90% 7.15% 2.75% 4.41%
2016 2.11% 0.67% 5.10% -0.56%

2015 3.03% -0.16% -7.70% 3.92%
2014 0.62% 4.10% -3.89% 3.38%
2013 8.87% 0.42% 8.34% 8.01%
2012 7.42% 6.06% -- --

Rank in Category (By Total Return)

YTD 23
1-Month 69
3-Month 23
1-Year 80
3-Year 90
5-Year 82

Load Adjusted Returns

1-Year 1.86%
3-Year 2.99%
5-Year 11.68%
10-Year 7.44%

Performance & Risk

YTD Return -0.76%
5y Average Return 12.17%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Blend
Fund Family MFS
Net Assets 2.15B
YTD Return 1.40%
Yield 1.08%
Morningstar Rating
Inception Date Jan 02, 1997

Fund Summary

The fund normally invests at least 80% of its net assets in equity securities. 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. It may invest its assets in the stocks of companies the advisor believes to have above average earnings growth potential compared to other companies (growth companies), in the stocks of companies the advisor believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.

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