- ISIN
- US5529893035
- CUSIP
- 552989303
- Issuer
- MFS
- Inception Date
- Nov 17, 1993
- Category
- Global Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
MWOFX Performance Chart
MFS Global Growth Fund (MWOFX) is down 3.7% since the beginning of the year. MWOFX is currently trading at $60 per share. Investors who bought $1,000 worth of MWOFX shares 5 years ago would now be looking at an investment worth $1,214.
Loading charts...
Returns By Period
MFS Global Growth Fund (MWOFX) has returned -3.68% so far this year and 2.94% over the past 12 months. Over the last ten years, MWOFX has returned 10.35% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
MFS Global Growth Fund
- 1D
- 0.94%
- 1M
- 0.10%
- YTD
- -3.68%
- 6M
- -3.98%
- 1Y
- 2.94%
- 3Y*
- 6.31%
- 5Y*
- 3.95%
- 10Y*
- 10.35%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
MWOFX Monthly Returns History
Based on dividend-adjusted daily data since Nov 18, 1993, MWOFX's average daily return is +0.04%, while the average monthly return is +0.79%. At this rate, an investment would double in approximately 7.3 years.
Historically, 62% of months were positive and 38% were negative. The best month was Dec 1999 with a return of +21.6%, while the worst month was Oct 2008 at -18.0%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.
On a daily basis, MWOFX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +12.3%, while the worst single day was Mar 16, 2020 at -10.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.83% | -0.89% | -7.63% | 6.58% | 0.83% | -1.28% | -3.68% | ||||||
| 2025 | 3.23% | -1.75% | -4.87% | -0.17% | 4.68% | 2.96% | 0.53% | 0.45% | 0.99% | 1.04% | -0.14% | 0.30% | 7.17% |
| 2024 | -0.17% | 4.40% | 1.95% | -4.17% | 4.16% | 0.93% | 2.09% | 2.11% | 2.65% | -3.70% | 3.38% | -2.95% | 10.68% |
| 2023 | 7.59% | -3.73% | 4.81% | 0.82% | -1.01% | 6.28% | 2.00% | -1.98% | -5.66% | -2.84% | 9.85% | 4.08% | 20.63% |
| 2022 | -5.43% | -3.91% | 1.40% | -7.33% | -0.04% | -6.67% | 7.47% | -4.89% | -10.28% | 4.67% | 9.84% | -3.90% | -19.28% |
| 2021 | -1.26% | 2.06% | 2.57% | 5.40% | 0.74% | 1.21% | 2.68% | 1.07% | -5.22% | 5.66% | -3.05% | 5.73% | 18.33% |
Benchmark Metrics
MFS Global Growth Fund has an annualized alpha of 0.94%, beta of 0.84, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since November 18, 1993.
- Alpha
- 0.94%
- Beta
- 0.84
- R²
- 0.80
- Upside Capture
- 97.90%
- Downside Capture
- 100.21%
Expense Ratio
MWOFX has a high expense ratio of 1.22%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
MWOFX 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for MFS Global Growth Fund (MWOFX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MWOFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.83 | ||
| Sortino ratioReturn per unit of downside risk | -2.39 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.37 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 0.18 | 2.78 | -2.60 |
| Martin ratioReturn relative to average drawdown | 0.54 | 12.44 | -11.90 |
Dividends
Dividend History
MFS Global Growth Fund provided a 5.63% dividend yield over the last twelve months, with an annual payout of $3.39 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.39 | $3.39 | $3.17 | $1.22 | $1.79 | $3.97 | $1.79 | $0.91 | $1.85 | $1.40 | $0.54 | $1.89 |
Dividend yield | 5.63% | 5.42% | 5.14% | 2.09% | 3.60% | 6.25% | 3.13% | 1.86% | 5.00% | 3.43% | 1.68% | 6.08% |
Monthly Dividends
The table displays the monthly dividend distributions for MFS Global Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.39 | $3.39 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.17 | $3.17 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.22 | $1.22 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.79 | $1.79 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.97 | $3.97 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the MFS Global Growth 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 Growth Fund was 56.10%, occurring on Mar 12, 2003. Recovery took 990 trading sessions.
The current MFS Global Growth Fund drawdown is 5.99%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2003 bear market2003 | -56.10%Mar 2003 | 2y 11mo | 3y 11mo | 6y 10moMar 2000 - Feb 2007 |
Financial crisis2007–2009 | -53.93%Mar 2009 | 1y 4mo | 3y 9mo | 5y 1moNov 2007 - Dec 2012 |
COVID crash2020 | -31.68%Mar 2020 | 2mo 2d | 4mo 8d | 6mo 10dJan 2020 - Jul 2020 |
1998 bear market1998 | -30.53%Oct 1998 | 2mo 19d | 3mo 26d | 6mo 15dJul 1998 - Feb 1999 |
Bear market2022 | -27.64%Oct 2022 | 9mo 18d | 1y 3mo | 2y 1moDec 2021 - Feb 2024 |
Drawdown Indicators
| MWOFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.10% | -56.78% | +0.68% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -9.10% | -4.72% |
Max Drawdown (3Y)Largest decline over 3 years | -16.45% | -18.90% | +2.45% |
Max Drawdown (5Y)Largest decline over 5 years | -27.64% | -25.43% | -2.21% |
Max Drawdown (10Y)Largest decline over 10 years | -31.68% | -33.92% | +2.24% |
Current DrawdownCurrent decline from peak | -5.99% | -1.80% | -4.19% |
Average DrawdownAverage peak-to-trough decline | -11.90% | -10.71% | -1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.60% | 2.03% | +2.57% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with MWOFX
Add MFS Global Growth Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with MWOFX