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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in MFS Global Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
MFS Global Growth Fund (MWOFX) has returned -11.70% so far this year and -1.93% over the past 12 months. Over the last ten years, MWOFX has returned 9.51% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
MFS Global Growth Fund
- 1D
- -0.14%
- 1M
- -10.16%
- YTD
- -11.70%
- 6M
- -10.64%
- 1Y
- -1.93%
- 3Y*
- 5.19%
- 5Y*
- 3.15%
- 10Y*
- 9.51%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Nov 18, 1993, MWOFX's average daily return is +0.04%, while the average monthly return is +0.77%. At this rate, your investment would double in approximately 7.5 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% | -10.16% | -11.70% | |||||||||
| 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 1.11%, beta of 0.84, and R² of 0.80 versus S&P 500 Index. Calculated based on daily prices since November 19, 1993.
- Alpha
- 1.11%
- Beta
- 0.84
- R²
- 0.80
- Upside Capture
- 99.03%
- Downside Capture
- 100.20%
Expense Ratio
MWOFX has a high expense ratio of 1.22%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
MWOFX ranks 3 for risk / return — in the bottom 3% 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 a chosen benchmark (S&P 500 Index).
| MWOFX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.11 | 0.90 | -1.01 |
Sortino ratioReturn per unit of downside risk | -0.05 | 1.39 | -1.43 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.21 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.24 | 1.40 | -1.64 |
Martin ratioReturn relative to average drawdown | -0.88 | 6.61 | -7.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore MWOFX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
MFS Global Growth Fund provided a 6.14% 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 | 6.14% | 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 | |||||||||
| 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.
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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 13.82%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.1% | Mar 28, 2000 | 741 | Mar 12, 2003 | 990 | Feb 15, 2007 | 1731 |
| -53.93% | Nov 1, 2007 | 339 | Mar 9, 2009 | 952 | Dec 17, 2012 | 1291 |
| -31.68% | Jan 21, 2020 | 44 | Mar 23, 2020 | 89 | Jul 29, 2020 | 133 |
| -30.53% | Jul 21, 1998 | 57 | Oct 8, 1998 | 78 | Feb 1, 1999 | 135 |
| -27.64% | Dec 30, 2021 | 200 | Oct 14, 2022 | 331 | Feb 9, 2024 | 531 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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