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Nasdaq - Delayed Quote USD

MFS Global Growth R6 (MWOKX)

61.81
+0.02
+(0.03%)
At close: 8:06:42 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.57%
5y Average Return 10.80%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 30, 2025) 35.79%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 35.79%
Worst 3Y Total Return 2.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
MWOKX
Category
YTD
-3.43%
9.95%
1-Month
-4.84%
2.98%
3-Month
-3.43%
8.22%
1-Year
0.84%
40.81%
3-Year
4.44%
19.17%
5-Year
13.17%
18.49%
10-Year
10.05%
11.83%
Last Bull Market
12.21%
21.12%
Last Bear Market
-13.47%
-20.34%

Annual Total Return (%) History

Year
MWOKX
Category
2025
--
--
2024
11.05%
--
2023
21.00%
--
2022
-19.03%
--
2021
18.74%
--
2020
20.62%
32.67%
2019
35.79%
30.40%
2018
-4.63%
-7.79%

2017
31.77%
30.22%
2016
5.43%
2.42%
2015
-1.70%
1.26%
2014
4.35%
2.65%
2013
--
26.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.43% -- -- --
2024 6.34% 0.84% 7.09% -3.30%
2023 8.64% 6.15% -5.59% 11.13%
2022 -7.77% -13.47% -8.23% 10.56%
2021 3.42% 7.55% -1.56% 8.44%
2020 -18.95% 19.78% 10.31% 12.64%
2019 15.00% 5.68% 2.66% 8.84%
2018 1.13% 2.04% 4.82% -11.83%
2017 10.02% 7.17% 4.60% 6.84%
2016 3.72% 1.12% 4.78% -4.06%

2015 2.10% 0.54% -8.37% 4.51%
2014 0.29% 4.66% -4.20% 3.77%
2013 -1.12% 8.75% 6.54% --

Rank in Category (By Total Return)

YTD 56
1-Month 38
3-Month 56
1-Year 55
3-Year 54
5-Year 50

Load Adjusted Returns

1-Year 0.84%
3-Year 4.44%
5-Year 13.17%
10-Year 10.05%

Performance & Risk

YTD Return -3.57%
5y Average Return 10.80%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family MFS
Net Assets 911.99M
YTD Return -3.43%
Yield 0.33%
Morningstar Rating
Inception Date Nov 18, 1993

Fund Summary

The fund normally invests its assets primarily in U.S. and foreign equity securities, including emerging market 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. MFS focuses on investing the fund's assets in the stocks of companies the adviser believes to have above average earnings growth potential compared to other companies (growth companies).

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