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MFS Global Equity R1 (MWEGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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41.23+0.14 (+0.34%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.23%
5-Year Average Return5.91%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Jul 4, 2024)30.22%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return30.22%
Worst 3-Yr Total Return2.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMWEGXCategory
YTD2.15%12.08%
1-Month-1.23%0.64%
3-Month-2.79%6.49%
1-Year5.16%38.01%
3-Year-0.53%12.74%
5-Year5.85%12.82%
10-Year6.06%9.05%
Last Bull Market20.46%18.82%
Last Bear Market-15.24%-20.53%

Annual Total Return (%) History

Year
MWEGXCategory
2024
N/AN/A
2023
13.36%N/A
2022
-18.56%N/A
2021
16.17%N/A
2020
13.03%12.96%
2019
29.25%25.26%
2018
-10.53%-10.06%
2017
22.71%22.28%
2016
6.27%6.93%
2015
-2.41%-0.92%
2014
2.98%3.67%
2013
26.54%24.08%
2012
22.49%14.39%
2011
-5.04%-7.19%
2010
10.93%14.49%
2009
30.22%34.45%
2008
-34.59%-41.13%
2007
8.12%12.16%
2006
23.08%19.88%
2005
N/A10.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.08%-2.79%N/AN/A
20236.96%2.96%-7.05%10.74%
2022-7.57%-15.24%-8.16%13.18%
20213.56%7.47%-1.26%5.71%
2020-21.98%17.03%8.11%14.50%
201914.42%5.24%0.27%7.04%
2018-2.26%-0.23%4.68%-12.35%
20177.61%6.87%2.46%4.14%
20161.83%0.41%4.80%-0.83%
20152.75%-0.42%-7.97%3.64%
20140.38%3.82%-4.14%3.07%
20138.59%0.15%8.04%7.70%
201214.40%-5.54%7.15%5.79%
20113.25%3.94%-18.16%8.10%
20102.66%-12.80%13.67%9.02%
2009-12.23%18.68%18.49%5.51%
2008-5.56%-4.42%-11.22%-18.37%
20071.66%5.34%2.15%-1.17%
20067.03%1.52%5.95%6.92%
20056.95%2.82%N/AN/A

Rank In Category (By Total Return)

YTD91
1-Month86
3-Month97
1-Year92
3-Year97
5-Year92

Load Adjusted Returns

1-Year5.16%
3-Year-0.53%
5-Year5.85%
10-Year6.06%