MFS Global Equity Fund (MWEBX)
The investment seeks capital appreciation. 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.
Fund Info
US5529866064
552986606
Dec 28, 1986
$1,000
Large-Cap
Blend
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
MFS Global Equity Fund had a return of 6.19% year-to-date (YTD) and 4.07% in the last 12 months. Over the past 10 years, MFS Global Equity Fund had an annualized return of 2.88%, while the S&P 500 had an annualized return of 11.16%, indicating that MFS Global Equity Fund did not perform as well as the benchmark.
MWEBX
6.19%
-4.45%
0.30%
4.07%
0.51%
2.88%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of MWEBX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.12% | 2.13% | 2.78% | -5.20% | 3.82% | -1.24% | 2.71% | 3.35% | 2.06% | -3.44% | 6.19% | ||
| 2023 | 7.33% | -2.78% | 2.52% | 3.12% | -4.97% | 5.06% | 1.79% | -2.59% | -6.25% | -3.40% | 9.07% | -3.49% | 4.09% |
| 2022 | -5.32% | -3.87% | 1.55% | -7.38% | 0.35% | -8.81% | 7.58% | -6.00% | -9.18% | 8.02% | 9.02% | -12.20% | -25.61% |
| 2021 | -3.23% | 2.93% | 3.97% | 5.70% | 2.44% | -0.74% | 2.45% | 1.00% | -4.57% | 4.11% | -4.32% | 0.62% | 10.16% |
| 2020 | -1.56% | -8.72% | -13.18% | 9.57% | 5.09% | 1.66% | 4.97% | 4.92% | -1.84% | -4.06% | 13.76% | 2.70% | 10.65% |
| 2019 | 7.44% | 4.40% | 1.98% | 3.26% | -4.86% | 7.14% | 0.12% | -0.58% | 0.73% | 1.30% | 2.96% | 1.39% | 27.65% |
| 2018 | 4.99% | -4.77% | -2.23% | 0.61% | -0.10% | -0.73% | 4.30% | 0.10% | 0.27% | -7.41% | 2.13% | -11.60% | -14.67% |
| 2017 | 3.16% | 2.42% | 1.83% | 2.66% | 3.15% | 0.91% | 1.04% | -0.33% | 1.75% | 1.19% | 1.47% | -0.76% | 20.05% |
| 2016 | -4.17% | -0.59% | 6.92% | 2.03% | -0.21% | -1.39% | 4.11% | 0.94% | -0.29% | -2.58% | -0.21% | 1.18% | 5.40% |
| 2015 | -1.57% | 5.50% | -1.05% | 1.24% | 0.52% | -2.14% | 2.28% | -7.34% | -2.90% | 7.65% | -0.98% | -3.92% | -3.57% |
| 2014 | -4.81% | 5.89% | -0.43% | 0.55% | 2.35% | 0.86% | -2.93% | 1.64% | -2.82% | 1.26% | 3.38% | -1.48% | 3.04% |
| 2013 | 5.59% | 0.69% | 2.10% | 1.39% | 1.33% | -2.52% | 5.75% | -3.02% | 5.36% | 3.12% | 1.94% | 2.47% | 26.55% |
Expense Ratio
MWEBX has a high expense ratio of 1.90%, indicating higher-than-average management fees.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of MWEBX is 4, indicating that it is in the bottom 4% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for MFS Global Equity Fund (MWEBX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
MFS Global Equity Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 | $0.01 | $0.00 | $0.02 | $0.37 | $0.32 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.25% | 0.32% | 0.03% | 0.00% | 0.06% | 1.12% | 0.99% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.37 |
| 2013 | $0.32 | $0.32 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
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 51.36%, occurring on Mar 9, 2009. Recovery took 536 trading sessions.
The current MFS Global Equity Fund drawdown is 22.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.36% | Dec 11, 2007 | 311 | Mar 9, 2009 | 536 | Apr 21, 2011 | 847 |
| -38.31% | Apr 3, 2000 | 734 | Mar 12, 2003 | 422 | Nov 12, 2004 | 1156 |
| -33.91% | Jan 21, 2020 | 44 | Mar 23, 2020 | 141 | Oct 12, 2020 | 185 |
| -32.11% | Nov 9, 2021 | 233 | Oct 12, 2022 | — | — | — |
| -24.24% | Oct 7, 1987 | 14 | Oct 26, 1987 | 458 | Jul 27, 1989 | 472 |
Volatility
Volatility Chart
The current MFS Global Equity Fund volatility is 2.84%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.