MFS Global Equity Fund (MWEBX)

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The chart shows the growth of an initial investment of $10,000 in MFS Global Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

MFS Global Equity Fund (MWEBX) has returned -10.65% so far this year and -0.43% over the past 12 months. Over the last ten years, MWEBX has returned 8.27% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Dec 29, 1986, MWEBX's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, your investment would double in approximately 7.7 years.

Historically, 61% of months were positive and 39% were negative. The best month was Jan 1987 with a return of +18.8%, while the worst month was Oct 1987 at -18.0%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.

On a daily basis, MWEBX closed higher 52% of trading days. The best single day was Jan 30, 1987 with a return of +18.8%, while the worst single day was Oct 20, 1987 at -16.3%.

MFS Global Equity Fund has an annualized alpha of 2.46%, beta of 0.67, and R² of 0.59 versus S&P 500 Index. Calculated based on daily prices since December 30, 1986.

• This fund participated in 84.98% of S&P 500 Index downside but only 83.58% of its upside — more exposed to losses than it benefited from rallies.
• This fund generated an annualized alpha of 2.46% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.67 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

MWEBX has a high expense ratio of 1.90%, indicating above-average management fees.

MWEBX ranks 4 for risk / return — in the bottom 4% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for MFS Global Equity Fund (MWEBX) and compare them to a chosen benchmark (S&P 500 Index).

MFS Global Equity Fund provided a 27.01% dividend yield over the last twelve months, with an annual payout of $8.25 per share.

The table displays the monthly dividend distributions for MFS Global Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the MFS Global Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the MFS Global Equity Fund was 52.31%, occurring on Mar 9, 2009. Recovery took 540 trading sessions.

The current MFS Global Equity Fund drawdown is 13.06%.

The chart below shows the rolling one-month volatility.